According to @CNBC, Morgan Stanley upgraded Applied Materials (AMAT) and sees another 10% upside, signaling a bullish stance from the broker on the semiconductor-equipment stock (source: CNBC). @CNBC noted the upgrade and upside view but did not provide the new rating details, price target, or timeframe for the projected move (source: CNBC). @CNBC did not indicate any direct implications for the cryptocurrency market from this stock call (source: CNBC).

According to @CNBC, Morgan Stanley upgraded ASML and cited AI tailwinds as a key driver expected to boost the stock. According to @CNBC, the bank’s call frames AI demand as the primary catalyst behind ASML’s upside case. According to @CNBC, the report did not cite any direct cryptocurrency market implications from this upgrade.