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Morgan Stanley Sees Up to 70% Upside for ASML on AI-Fueled Chip Spending

The bank points to surging AI-led capex at major chipmakers.

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

TSMC Accelerates U.S. Expansion, Removes Chinese Tools, Adds Nvidia Orders

Applied Materials Beats Q3 Estimates but Shares Slide on Weak Q4 Guidance