Morgan Stanley:


“We remain bullish long term, based on earnings growth of over 35–40% in 2027 and the ramp of agentic AI. However, in the near term, we are expecting some share price weakness ahead of earnings reporting.
Our stock preferences are where the money is being spent and where bottlenecks are emerging, favoring DRAM and legacy memory over NAND, while memory module makers remain our least preferred.”
DRAM0.16%
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