- Applied Materials (AMAT +2.1%) has been upgraded to Buy by D.A. Davidson following its FQ3 miss, light FQ4 guidance, and CEO announcement.
- Morgan Stanley is overhauling its chip stock coverage. Maxim (MXIM -0.4%) has been cut to Equal Weight a day after announcing the Volterra acquisition, and largely getting good reviews for it. Meanwhile, Linear (LLTC +0.6%) and Xilinx (XLNX +1.3%) have been upgraded to Overweight.
- In addition, MS has started ON Semi (ONNN +0.4%) and Freescale at Underweight, Atmel (ATML +1.7%) and Fairchild (FCS +0.9%) at Overweight, and Microchip (MCHP +0.5%) at Equal Weight.
- RBC has started another analog chipmaker, Semtech (SMTC +1.6%), at Outperform ahead of its Aug. 21 FQ2 report.
From other sites
at Financial Times (Apr 28, 2015)
at Financial Times (Apr 27, 2015)
at Nasdaq.com (Apr 27, 2015)
at Nasdaq.com (Mar 25, 2015)
at Nasdaq.com (Feb 24, 2015)
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