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Investing.com -- Morgan Stanley has upgraded Synopsys to Overweight and turned more selective on European semiconductor stocks, citing widening valuation dispersion and signs that the memory cycle is nearing a late-cycle turn.
UBS downgrade puts Infineon’s AI and China auto exposure in focus UBS cut its rating on Infineon Technologies (XTRA:IFX) to Neutral, highlighting what it sees as limited upside in the company’s AI-related business and forecasting 7% annual declines in China auto revenue in 2026 and 2027. See our latest analysis for Infineon Technologies. Infineon’s shares have been choppy recently, with a 1 month share price return of an 8.45% decline, even as the 90 day share price return of 9.77% and 1 year...
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