- 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.
UBS raised a price target for Marvell Technology, citing strong demand driven by AI.
6 reports, 3 independent
Updated Jul 5
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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
UBS raised a price target for Marvell Technology, citing strong demand driven by AI.
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
- UBS analyst raised a price target on Rivian Automotive, a company listed on the Nasdaq exchange.
- Astera Labs announced its inclusion in the Nasdaq-100 large-cap index, alongside analyst firms raising price targets on the stock.
- NESR benefits from Trump-era tariffs, prompting UBS to lift its price target on the company's shares.
- Donald Trump cited Nasdaq performance in a CNBC interview, claiming the US economy is soaring.
The entities involved
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Marvell Technology
American fabless semiconductor company
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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.
- UBS lifted its target for Oracle Corporation, citing strong growth driven by AI.
- Susquehanna raised its price target on Marvell Technology.
- Marvell Technology is developing AI chips for Google, while Jim Cramer commented on the company's recent stock plunge.
- Marvell Technology stock traded up 5.4% on Monday, September 21, 2026.