Wells Fargo upgrades key chip names; AMD a top pick
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- Wall St indexes advance with boost from chips, Iran optimism
- Intel soars after Trump says Apple agreed to work with chipmaker on US production
- Apple CEO warns price hikes 'unavoidable' as chip costs bite - WSJ
- Wall Street scrambles to lift Micron price targets ahead of earnings
- SanDisk and Micron surge as Apple confirms memory price pass-through
- Zelenskiy: best guarantee of Europe's future is fast-track EU membership for Ukraine
- Needham Starts NeoVolta (NEOV) at Buy
- CoreWeave trains DeepSeek-V3 in two minutes in MLPerf benchmark
- Companies to add 40 million barrels of oil to US SPR after Iran war ends, energy secretary says
- Tesla acquires AI hardware company for up to $2 billion in stock
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
