A chipmaker and a beleaguered cybersecurity stock were among the stocks being talked about by analysts on Tuesday.
Morgan Stanley named Taiwan Semiconductor a top pick. Meanwhile, Piper Sandler upgraded CrowdStrike to overweight from neutral. Check out the latest calls and chatter below. All times ET. 5:49 a.m.: Piper Sandler upgrades CrowdStrike, says investors should buy the dip Piper Sandler thinks CrowdStrike can make a strong rebound from the crises surrounding the global tech outage — and that investors should take advantage of the event.
mountain CRWD 1-mo chart Owens thinks CrowdStrike "did a good job" in handling the global outage and preserving customer relationships. Its strong cash flow generation, and insurance for these kinds of incidents, should help preserve costs tied to the Delta lawsuit, Owens said.
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