Intel, AMD benefit from CPU strength, but Morgan Stanley prefers Micron, Sandisk

Intel, AMD benefit from CPU strength, but Morgan Stanley prefers Micron, Sandisk

Summary

Morgan Stanley lifts Intel price target, prefers AMD but favors Micron and Sandisk for AI-driven CPU demand.

Description

Morgan Stanley lifts Intel price target, prefers AMD but favors Micron and Sandisk for AI-driven CPU demand.

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