According to Stock Talk (@stocktalkweekly), Morgan Stanley has upgraded Astera Labs ($ALAB) from 'Equalweight' to 'Overweight' with a $99 price target, citing attractive valuation following recent price movements and identifying multiple growth vectors such as ongoing hyperscale capex. For crypto traders, this bullish outlook on ALAB signals continued institutional investment in AI and data infrastructure, which often correlates with increased demand for blockchain and decentralized solutions as part of the broader tech growth trend. Source: Stock Talk (@stocktalkweekly), May 12, 2025.

According to Stock Talk (@stocktalkweekly), Morgan Stanley has initiated coverage of HIMAX TECHNOLOGIES ($HIMX) with an 'Overweight' rating and set a price target of $8.80. The firm cites expectations for Himax to expand into the cloud AI (CPO) and edge AI (AI glasses and PC) markets, signaling potential for top-line growth and margin improvement. This strategic shift toward AI segments is expected to increase demand for Himax's non-driver IC products, which could boost revenue, enhance margins, and attract more institutional interest. Crypto traders should watch for cross-market AI adoption trends as they often drive sentiment and investment inflows into AI-related tokens and blockchain infrastructure projects. (Source: Stock Talk via Twitter, May 9, 2025)