Advanced Micro (AMD) initiated with a Buy at Jefferies; target lowered to $190
Intel (INTC) initiated with a Hold at Jefferies; target lowered to $34
Broadcom (AVGO) initiated with a Buy at Jefferies; target lowered to $1550
Lam Research (LRCX) initiated with a Buy at Jefferies; target raised to $1100
Mastercard (MA) initiated with a Overweight at Piper Sandler; target $531
Microchip (MCHP) initiated with a Buy at Jefferies; target raised to $115
NVIDIA (NVDA) initiated with a Buy at Jefferies; target raised to $1200
ON Semiconductor (ON) initiated with a Buy at Jefferies; target raised to $100