- Trump-era tariffs are reportedly benefiting certain AI stocks, with Western Digital listed on Nasdaq and Morgan Stanley raising its price target.
- UBS and Morgan Stanley are raising price targets and ratings for companies benefiting from Trump-era tariffs, onshoring trends, and Nasdaq listings.
Astera Labs announced its inclusion in the Nasdaq-100 large-cap index, alongside analyst firms raising price targets on the stock.
3 reports, 2 independent
Updated Jul 14
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AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Astera Labs announced its inclusion in the Nasdaq-100 large-cap index, alongside analyst firms raising price targets on the stock.
Who's involved
What this event is mainly aboutKeep exploring
Part of
UBS and Morgan Stanley are raising price targets and ratings for companies benefiting from Trump-era tariffs, onshoring trends, and Nasdaq listings.Also in this story
- Donald Trump cited Nasdaq performance in a CNBC interview, claiming the US economy is soaring.
- Comfort Systems USA, Inc., headquartered in Houston, Texas, benefits from Trump-era tariffs and onshoring, according to UBS financial analysis.
- Paychex benefits from Trump-era tariffs, prompting UBS to trim its price target.
- UBS raised a price target for Marvell Technology, citing strong demand driven by AI.
The entities involved
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Astera Labs
semiconductor company
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Nasdaq
American fully electronic stock exchange
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UBS
Swiss multinational investment bank and financial services company
Related events
- UBS analyzes the tech sell-off on Nasdaq, citing Amazon's comments on AI investment.
- Monolithic Power Systems was listed on the Nasdaq stock exchange and received an analyst target price increase from TD Cowen.
- Tower Semiconductor Ltd. benefits from growth in AI infrastructure spending and is listed on Nasdaq.
- Karat Packaging and urban-gro, two companies, are listed on the Nasdaq stock exchange and compete in the small-cap industrial sector.
- JinkoSolar Co., Ltd. listed on the Nasdaq stock exchange while new national standards affect its production in China.