KLA Corp. Upgraded at Morgan Stanley on Expected Market Share Gains
Latest polling reversal: Trump's economic reputation has dropped from "mostly positive" to "mostly negative."
① The latest polls show that 52% of Americans disapprove of Trump's handling of economic issues, a 3 percentage point increase since early March; ② 64% of respondents believe the Trump administration does not pay enough attention to lowering prices, while 55% think the government places too much emphasis on tariff policies; ③ Goldman Sachs predicts that the probability of an economic recession in the USA over the next twelve months has increased from the previous 20% to about 35%, and has also raised its forecast for inflation in the USA.
Morgan Stanley Upgrades KLA to Overweight, Raises Price Target to $870
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