So, there are these two companies, Nvidia and AMD, that make special computer parts called GPUs. These GPUs help computers learn and do cool things like play games or solve problems. People really like these GPUs, so they are excited and the prices of the companies' stocks are going up. They think these companies will keep doing well because they make really good GPUs. Read from source...

the article `What's Going On With Nvidia And AMD Stocks On Monday?` by Anusuya Lahiri seems to follow a certain pattern of reporting news that is typical in the world of financial journalism. The article begins by stating that Nvidia and AMD stocks rose amid ongoing AI enthusiasm. However, this is not substantiated with any evidence or data. Furthermore, the article quotes Morgan Stanley's TSM price target hike as a reason for the rise in Nvidia and AMD stocks. The report highlights the bullishness of the analysts, but it does not offer any balanced view or contrary opinions. The article also makes a claim that GPU accelerators could represent an over $400 billion market by 2027 without providing any supporting evidence or data. Lastly, the article does not delve deeper into the potential risks or challenges that Nvidia and AMD may face in the future, which could be beneficial for readers to understand the potential impact on their investments. Overall, while the article provides information about the current state of Nvidia and AMD stocks, it lacks depth, substantiation, and balance.

bullish

Reasoning: The article discusses a rise in the stocks of Nvidia and AMD, as the market demonstrates ongoing enthusiasm for artificial intelligence. The price targets for both companies have been raised by various financial firms, showing a positive sentiment towards their growth. Additionally, analysts continue to express their bullishness on Nvidia, considering it the key AI beneficiary. The market's confidence in the crucial supplier, Taiwan Semiconductor Manufacturing Co, has also boosted these stocks. Overall, the positive developments for these tech companies suggest a bullish sentiment for their stocks.

The article suggests that Nvidia and AMD stocks are on the rise due to the ongoing enthusiasm for artificial intelligence. This presents an opportunity for investors looking to capitalize on this trend. However, as with any investment, there are risks involved. Investors should carefully consider their risk tolerance and investment goals before making any decisions.

Morgan Stanley's recent price target hike for Taiwan Semiconductor Manufacturing (TSM) has boosted Nvidia and AMD stocks. TSM is a crucial supplier for both companies, and the increase in wafer prices due to TSM's AI moat is expected to positively impact their earnings.

Analysts are bullish on Nvidia, considering it the key AI beneficiary. They believe that Nvidia's leadership in the GPU space, along with its clear market dominance, will continue to drive growth.

The article also highlights a report by Piper Sandler, which projects that GPU accelerators could represent an over $400 billion market by 2027. Nvidia is identified as the clear leader in this space, holding over 70% of the total market.

Investors should also note that Nvidia and AMD stocks have gained significantly in the last 12 months. While this presents an opportunity for investors, it also highlights the potential risks involved in investing in stocks that have already experienced significant growth.

Overall, the article presents an opportunity for investors looking to capitalize on the ongoing enthusiasm for artificial intelligence. However, investors should carefully consider their risk tolerance and investment goals before making any decisions.