Intel–Nvidia pact leaves these stocks behind
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Erste Group Upgrades Intel (INTC) to Hold
September 22, 2025 8:37 AM EDTErste 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 EDTMorgan 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

