Технічні акції мають неправильну ціну, оскільки попит на ШІ прискорюється

PARAGRAPH 1 --- Key facts: On April 9, Stifel upgraded Texas Instruments Incorporated (NASDAQ:TXN) to 'Buy' from 'Hold', citing the company’s positioning at the start of a new analog upcycle. The analyst set a price target of $250. Separately, Wedbush analyst Dan Ives deemed the recent sell-off of tech stocks like Microsoft Corporation (MSFT), Salesforce Inc. (CRM), and ServiceNow Inc. (NOW) as overdone, attributing it to geopolitical tensions that have since eased. Goldman Sachs maintained a bullish stance on Microsoft, reaffirming its 'Buy' rating on April 6.

PARAGRAPH 2 --- Market impact: The upgrades and positive outlook on tech stocks, particularly those with exposure to AI like Microsoft and Texas Instruments, have driven a risk-on shift in the market. This is reflected in the stocks’ recent performance, with Microsoft up 2.5% and Texas Instruments up 3.5% in the past week. The AI sector, in particular, has seen increased demand, with Texas Instruments being named among the top AI stocks to buy.

PARAGRAPH 3 --- What to watch next: Investors should closely monitor Texas Instruments’ earnings release scheduled for April 25, which could provide further insights into the analog upcycle. Additionally, the ongoing AI demand trends and their impact on tech stocks will be a key narrative to follow, with Microsoft’s earnings release on April 26 being another crucial catalyst.