KLA Corporation (KLAC) has become one of Wall Street's more closely watched semiconductor-equipment names as investors look for companies tied to the buildout of artificial intelligence infrastructure.

Morgan Stanley just reset its expectations for DigitalOcean (DOCN). The firm maintained its $75 price target but also laid out a bull case for the stock to reach $160 if execution continues to improve.

Oracle (ORCL) is a tech giant. Its revenue sources are enterprise software, cloud services, and database technologies. Oracle Cloud Infrastructure (OCI) unit has become the primary driver of the stock's growth, thanks to the AI boom.

Target Corporation (TGT) has looked cheap for a while, but investors have been waiting for real signs that the business is improving. Now, Morgan Stanley thinks that shift may finally be happening.