Morgan Stanley has raised price targets across the semiconductor sector, reaffirming its bullish outlook on stocks despite potential energy shock risks. The firm has also elevated its price target for Nu Holdings, indicating a path to a $100 billion valuation by 2026, and hired dealmaker Sebastian Bladt from JPMorgan Chase to strengthen its European coverage. Further demonstrating its investment confidence, Morgan Stanley increased its stake in SLS by nearly 50% in Q1 while signaling optimism for companies like Nvidia and Ford's EV storage business.