Morgan Stanley Defends NVIDIA: Says Off-Balance Sheet Risk Inflated by Media
firstadopter · x · 2026-08-11
Morgan Stanley noted that recent media reports tend to inflate the perception of NVIDIA's off-balance sheet risk by citing large credit deals that haven't actually happened yet and are intended to play out over a decade.
The firm emphasized that NVIDIA remains conservative regarding these exposures, stating they will evaluate the impacts as these deals actually materialize.
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