Morgan Stanley analysts argue Nvidia acquiring a US PC OEM like Apple, Dell, or HP lacks financial logic.
They suggest Nvidia should target a PC ODM for deeper platform influence rather than an OEM.
Nvidia has denied the acquisition rumors, urging investors to treat them as unsubstantiated market noise.
Stock tickers show modest moves: Nvidia +1.68%, Dell +1.79%, Apple +2.59%, HP +0.81%.