Wells Fargo upgrades key chip names; AMD a top pick
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StreetInsider.com Top Tickers, 6/4/2026
- Wall Street ends lower as Middle East tensions escalate
- Broadcom results, guidance beat on soaring AI chip sales; stock slips after hours
- Broadcom's sales and AI chip forecast comes in below expectations, shares tumble
- SpaceX sets IPO price at $135 ahead of roadshow in break with Wall Street norms
- Oil gains as Middle East hostilities flare
- Morgan Stanley lifts MU and SNDK targets, sees 2-3 years of tight memory supply
- Navitas showcases 800V power delivery board at NVIDIA MGX ecosystem event
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- Broadcom results, guidance beat on soaring AI chip sales; stock slips after hours
- Wall Street ends lower as Middle East tensions escalate
- After-Hours Stock Movers: AVGO, CRWD, FIVE, AI, TLYS, NTSK,
- After-Hours Stock Movers: PANW, CRWD, ZS, GTLB, ULTA
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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
