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Morgan Stanley resets Microsoft stock price target

Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible… 

Goldman Sachs sees major shift on hedge fund chip bets

Semiconductor stocks have been among the most popular institutional trades since the AI boom reshaped Wall Street portfolios, and the momentum has continued into 2026.  Data from Goldman Sachs’ prime brokerage division reveal a shift…