Wells Fargo upgrades key chip names; AMD a top pick
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StreetInsider.com Top Tickers, 7/28/2026
- S&P 500 ends higher as investors await tech earnings
- NVIDIA’s rising CDS the talk of Wall Street amid circular financing fears
- Market watchers weigh chances of a surprise Fed rate hike tomorrow
- U.S. chip stocks extend losses on AI financing, China competition fears
- Tesla to buy power from Arizona solar project
- Visa (V) To Cut 7% Of Its Workforce, Totaling About 2,600 Jobs - Bloomberg
- BTIG Upgrades Outlook Therapeutics Inc. (OTLK) to Buy
- ASML and U.S. chip stocks sink on report of China’s DUV breakthrough
- HF Sinclair plans to spin off lubricants unit, close Canadian refinery
- Carpenter Technology CEO Brian Malloy passes; Tony Thene returns as CEO
- After-Hours Stock Movers: F, BE, STX, WDC, KLAC, SWKS, NXPI, CSGP, ENPH
- After-Hours Stock Movers: FFIV, CDNS, APLD, RMBS, ESI, SANM
- After-Hours Stock Movers: INTC, AMD, ARM, MXL, EW, DECK
- After-Hours Stock Movers: GOOGL, TSLA, NOW, IBM, TXN, MOH, URI
- After-Hours Stock Movers: SMCI, OKLO, XE, PEGA, CLDX, ALK
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
