Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains

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Go back to Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains

Erste Group Upgrades Intel (INTC) to Hold

September 22, 2025 8:37 AM EDT

Erste Group analyst Hans Engel upgraded Intel (NASDAQ: INTC) from Sell to Hold.

The analyst comments "Intel is currently undergoing a period of transformation. Recently, Intel has achieved success with its own manufacturing technology, which has enabled it to increase production speed. NVIDIA... More

Morgan Stanley Upgrades ASML Inc. (ASML) to Overweight

September 22, 2025 4:43 AM EDT

Morgan Stanley analyst Lee Simpson upgraded ASML Inc. (NASDAQ: ASML) from Equalweight to Overweight.

The analyst comments "Our upgrade reflects the potential for positive earnings revisions and cyclical recovery focus to shift to 2026-27 debate. FY27e EPS could approach 33 (8% ahead of... More