Intel (INTC) initiated with an In-line at Evercore ISI; target $40
Advanced Micro (AMD) initiated with an Outperform at Evercore ISI; target $200
Applied Materials (AMAT) initiated with an Outperform at Evercore ISI; target $260
Broadcom (AVGO) initiated with an Outperform at Evercore ISI; target $1620
Microchip (MCHP) initiated with an Outperform at Evercore ISI; target $106
NVIDIA (NVDA) initiated with an Outperform at Evercore ISI; target $1160
Qualcomm (QCOM) initiated with an In-line at Evercore ISI; target $177