Welcome back a double upgrade of

in video this morning on the same day that we got some new reporting on

Microsoft's efforts to develop its own ships.

That's the focus of today's tech check segment with our Deirdre Bosa.

So Deirdre is this a catch-up call or a sign that we're in the early innings of this

Invidia rally?

It could be both, but those two stories you mentioned, I'm going to get to why they may be at odds.

You mentioned that rare double upgrade from HSVC.

That's obviously bullish.

It was the last cell rating on the street to crack, and it did so pretty spectacularly.

Analysts, frankly, went from lowest to highest price target on the street

as he shifted his focus from a slowdown in data centers to NVIDIA's AI dominance, something

that shocked him but many other investors did see a while ago.

He notes himself that this is a stock that has searched 90% this year, more than 140% since

its October low.

It is the biggest gainer in the S&P 500 and the Nasdak 100, pretty much all on its prime

position in the AI revolution as we've talked about so often. Many of the bears on the other

hand, they focus on valuation how

NVIDIA's multiples have also run up alongside that surge.

But the second story you mentioned guys,

Microsoft's push to develop its own in-house AI chips,

which the information reported on earlier today, that could give

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