Morgan Stanley raised its price target for Nvidia Corp. to $200 from $170, reiterating an Overweight rating. Analyst Joseph Moore said demand for the company’s next-generation Blackwell graphics processors continues to exceed supply and expects a second-half production increase to drive further earnings momentum. The bank also boosted targets across the semiconductor sector, lifting Advanced Micro Devices to $185 from $121, Broadcom to $338 from $270, ALAB to $125 from $99, and Marvell Technology to $80 from $73. Morgan Stanley said the revisions reflect sustained strength in artificial-intelligence hardware demand and improving supply-chain visibility.