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Semiconductor Stocks

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

Analysts point to rising lithography intensity with EUV adoption across memory as well as foundry markets.

Broadcom Rally Deepens on AI Deals, Upgrades, and Fresh Institutional Buying

TSMC October Sales Up 17% as Growth Hits Weakest Pace Since February 2024, Nvidia Seeks More Capacity

ASML Price Targets Rise on Strong EUV Bookings as Bernstein Flags Limited Disruption Risk

ASML Seen as Prime Beneficiary of Projected AI Infrastructure Boom

AI Investment Split Widens: Goldman Backs Buildout as Citi Puts $1 Trillion Price on OpenAI Plans

Analysts Back Applied Materials’ Outlook as Wells Fargo Raises Target to $250

Morgan Stanley Upgrades Micron to Overweight on AI-Memory Strength

HSBC Lifts ASML Target to EUR 1,018 as UBS Boosts Outlook on AI Demand

Deutsche Bank Upgrades Lam Research to Buy, Raises Price Target to $150

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

U.S. Backs Nvidia’s Bid to Restart H20 AI Chip Exports to China