StreetInsider.com News Articles

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'

Mon, 20 Jul 2026 05:22:18 -0400

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'.

The analyst comments "This remains an unusual memory cycle, as data center strength is the only cause – which means that as we saw in April there are mixed signals elsewhere that may be a false flag. Memory isn't the best risk reward in our coverage – which we think is NVDA/AVGO – but it's catching up fast. Memory stocks are crowded, and with the unusual nature of this cycle periods of drawdowns seem inevitable – but we are buyers on that weakness. In a cycle entirely driven by

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'

Mon, 20 Jul 2026 05:22:18 -0400

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'.

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'

Mon, 20 Jul 2026 05:22:18 -0400

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'.

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'

Mon, 20 Jul 2026 05:22:18 -0400

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'.

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'

Mon, 20 Jul 2026 05:22:18 -0400

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'.

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'

Mon, 20 Jul 2026 05:22:18 -0400

Morgan Stanley: 'Selloff of US memory stocks creates a compelling entry point'.

Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale

Thu, 16 Jul 2026 02:00:00 -0400

PALO ALTO, Calif. and LONDON and SINGAPORE, July 16, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) and Standard Chartered today announced a long-term strategic commitment to accelerate the bank’s global infrastructure modernization by establishing a secure, resilient private cloud foundation to seamlessly support critical banking services across 54 global markets.

As a leading international bank, Standard Chartered requires infrastructure that delivers operational consistency at global scale while staying ahead of evolving regulatory and security requirements. Standard Chartered has realigned its infrastructure delivery to a fully integrated software-defined private cloud environment using VMware

Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale

Thu, 16 Jul 2026 02:00:00 -0400

Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale

Thu, 16 Jul 2026 02:00:00 -0400

Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale

Thu, 16 Jul 2026 02:00:00 -0400

Form 4 Broadcom Inc. For: Jul 10 Filed by: DELLY GAYLA J

Tue, 14 Jul 2026 20:28:00 -0400

si-local-file:///var/storage/secattach/20260714/26769447.html

Form 4 Broadcom Inc. For: Jul 10 Filed by: DELLY GAYLA J

Tue, 14 Jul 2026 20:28:00 -0400

si-local-file:///var/storage/secattach/20260714/26769447.html

Form 4 Broadcom Inc. For: Jul 10 Filed by: Brazeal Mark David

Tue, 14 Jul 2026 20:24:00 -0400

si-local-file:///var/storage/secattach/20260714/26769444.html

Form 4 Broadcom Inc. For: Jul 10 Filed by: Brazeal Mark David

Tue, 14 Jul 2026 20:24:00 -0400

si-local-file:///var/storage/secattach/20260714/26769444.html

This chipmaker "remains a core AI winner and a close #2 behind NVDA": MS

Tue, 14 Jul 2026 09:26:18 -0400

Investing.com -- Morgan Stanley reiterated an Overweight rating on Broadcom in a note on Tuesday, pushing back on investor concerns that MediaTek could significantly erode Broadcom's share of Google's TPU business.

Analyst Joseph Moore told investors that Morgan Stanley expects Broadcom to retain roughly 80% TPU share over time, calling bearish forecasts of 50% share or eventual displacement "premature."

The firm said "MediaTek participation is real, but not disruptive," comparing the debate to last year's Marvell/Alchip dynamic on Amazon's Trainium chip, where fears of full displacement also proved overstated.

While acknowledging MediaTek has a credible

AI Infrastructure Boom Drives Taiwan Suppliers Toward U.S. Manufacturing Expansion