RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 6/23/2026
- US futures fall on tech selloff as concerns about hawkish Fed, AI spending mount
- SpaceX extends losses after $600 billion wipeout, tech stocks slide again
- Oil steady as investors focus on Hormuz flows after peace talks
- South Korea leveraged ETF crisis sparks global chip selloff
- Trump announces nuclear deal with Iran, lifts Hormuz blockade
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
- 'Equal and opposite': BTIG's Krinsky sees sharp reversal ahead for chip stocks
Morgan Stanley says 2026 is setting up for a really good year for this semi stock
January 16, 2026 4:00 PM ESTMorgan Stanley analyst Shane Brett highlighted one semiconductor equipment maker that is setting up for a really good 2026, in a note this week, lifting its price target on the stock to $211 from $158.
The bank cited strength across all end-markets and a continuation of Lam Research's (NASDAQ: LRCX) multi-quarter beat-and-raise pattern.
Morgan Stanley expects a sizable March quarter... More
Morgan Stanley Upgrades KLA Corporation (KLAC) to Overweight
January 15, 2026 8:57 AM ESTMorgan Stanley analyst Shane Brett upgraded KLA Corporation (NASDAQ: KLAC) from Equalweight to Overweight with a price target of $1,694.00 (from $1,214.00).
The analyst comments "Revise up 26/27 EPS estimates by 7%/14%, upgrade to OW. We model 202627 y/ y revenue growth of 16%/19%, versus the Street at 10%/9%,... More
