This is CNBC Pro's live coverage of Monday's analyst calls and Wall Street chatter.
After a tough run lower in July, Nvidia has rebounded and still has more room to run according to analysts at Goldman Sachs. The firm upgraded the tech giant for its position as a leader in cloud computing. At the same time, Morgan Stanley has taken a dimmer look at HP, seeing limitations ahead for the computing company. Check out the latest calls and chatter below. All times ET. 6:33 a.m.
line Nvidia stock performance "Importantly, we believe customer demand across the large Cloud Service Providers and enterprises is strong and Nvidia's robust competitive position in AI/accelerated computing remains intact," Hari said in a Sunday note.
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