US Stock Market Movement | Morgan Stanley highlights “power shortage bottleneck”; Nvidia (NVDA.US), the top pick for semiconductors in the second half, rises nearly 3%

Zhituo Finance APP has learned that on Monday, NVIDIA (NVDA.US) opened higher and continued to rise. As of press time, it was up nearly 3%, with a market capitalization of $5.23 trillion. In related news, Morgan Stanley raised its estimate of the net power gap for U.S. data centers in 2026-28 to 38 GW in its latest industry report, up from the previous 33 GW. Meanwhile, Morgan Stanley noted that, under the power gap, ASICs may lose market share to GPUs, and NVIDIA remains its top pick in the semiconductor sector.