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2026-07-06
Semiconductor momentum fades as new market leaders emerge, Morgan Stanley says - Seeking Alpha
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news.google.com 2026-07-06 Seeking Alpha
2026-07-06
Weekly Recap: Morgan Stanley 3% stake in IFX and IFX withdraws GaN - TradingView
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news.google.com 2026-07-06 TradingView
2026-06-30
Morgan Stanley Upgrades Qualcomm (QCOM) but Remains Cautious on AI Roadmap - Yahoo Finance
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finance.yahoo.com 2026-06-30 Yahoo Finance
2026-06-29
Silver and the semiconductor climax — a warning from Morgan Stanley’s Wilson - MarketWatch
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news.google.com 2026-06-29 MarketWatch
2026-06-26
Morgan Stanley resets Micron stock price target on strong AI demand - thestreet.com
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www.thestreet.com 2026-06-26 thestreet.com
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2026-06-26
AMD’s EPYC Venice To Outpace NVIDIA’s Vera CPUs With 6.75M Units by 2027, Morgan Stanley Says, as Zen 6 Eclipses a 5.75M Rival - Wccftech
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wccftech.com 2026-06-26 Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs. CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
AMDNVIDIAEPYCVeraZen 6TSMCCoWoSAI GPU
2026-06-25
QCOM Stock Jumps As Wall Street Embraces Qualcomm's AI Data Center Pivot — Morgan Stanley Says It Was 'Wrong To Be Skeptical' - Stocktwits
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stocktwits.com 2026-06-25 Stocktwits
stocktwits.com Performing security verification This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot. Ray ID: a114fd48687c5008 Performance and Security by Cloudflare Privacy
QualcommAI Data CenterSemiconductor IndustryWall StreetMorgan StanleyStock PriceTechnology TransformationInvestment Analysis
2026-06-25
Morgan Stanley upgrades Qualcomm after $5B data center forecast - Yahoo Finance
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finance.yahoo.com 2026-06-25 Yahoo Finance
Morgan Stanley upgrades Qualcomm after $5B data center forecast Sam Boughedda Thu, June 25, 2026 at 5:54 AM PDT 1 min read QCOM +2.45% MS +1.67% Explore stocks on Coinbase Trading disclosure Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed
QualcommMorgan StanleyArtificial IntelligenceData CenterSemiconductorChipAI ChipInvestment Rating
2026-06-25
Overseas Research Selection | Morgan Stanley Raises CoWoS Demand Forecast: Expected to Reach 2.69 Million Units by 2027, Driven by CPUs and ASICs as New Engines - 富途牛牛
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news.futunn.com 2026-06-25 富途牛牛
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2026-06-25
Morgan Stanley raises CoWoS demand forecast: to reach 2.69 million wafers by 2027, with CPUs and ASICs emerging as new drivers - 富途牛牛
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news.futunn.com 2026-06-25 富途牛牛
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2026-06-25
Power Check: Talen Energy, Texas Instruments and Morgan Stanley - CNBC
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news.google.com 2026-06-25 CNBC
2026-06-09
Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3% - TradingView
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www.tradingview.com 2026-06-09 TradingView
News / TradingView / Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3% Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3% Less than 1 min read AIXA +3.33% AIXTRON (AIXA) will supply a G10-GaN deposition system to ROHM's Hamamatsu plant for in-house 8" GaN epitaxy, targeting volume production of 650V and 100V power device wafers. 1 AIXTRON SE (AIXA): Morg
Gallium NitridePower DevicesSemiconductor EquipmentGaN Epitaxy8-inch WafersROHMAIXTRONWafer Fabrication
2026-06-09
AI demand is turning memory chips into rationed assets, Morgan Stanley says
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digitimes.com 2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-05
Morgan Stanley resets Nvidia stock forecast after key event - Yahoo Finance
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finance.yahoo.com 2026-06-05 Yahoo Finance
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2026-06-05
Morgan Stanley resets Nvidia stock forecast after key event - thestreet.com
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news.google.com 2026-06-05 thestreet.com
2026-06-05
Morgan Stanley doubles Micron target as AI boom fuels surge - MSN
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www.msn.com 2026-06-05 MSN
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2026-06-05
Morgan Stanley makes bold new call on Micron stock - Yahoo Finance
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news.google.com 2026-06-05 Yahoo Finance
2026-06-05
Morgan Stanley makes bold new call on Micron stock - thestreet.com
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news.google.com 2026-06-05 thestreet.com
2026-06-04
Nvidia Valuation Seems 'Perplexing', Says KeyBanc Analyst — Morgan Stanley Is Now 'More Bullish' On NVDA After Computex - Stocktwits
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news.google.com 2026-06-04 Stocktwits
2026-06-03
Morgan Stanley boosts ASML target, cites confidence in EUV shipment outlook - Investing.com UK
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uk.investing.com 2026-06-03 Investing.com UK
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