Upgrades
- Hyatt (H) upgraded by Goldman Sachs from Neutral to Buy
- Centrica (CPYYY) upgraded by Jefferies from Hold to Buy
- KBC Group (KBCSY) upgraded by Berenberg from Hold to Buy
- KKR (KKR) upgraded by Goldman Sachs from Buy to Conviction Buy
- Twilio (TWLO) upgraded by Morgan Stanley from Equal Weight to Overweight
- Ligand (LGND) upgraded by Barclays from Equal Weight to Overweight
Downgrades
- Hilton Grand Vacations (HGV) downgraded by Goldman Sachs from Buy to Neutral
- CME Group (CME) downgraded by Berenberg from Buy to Hold
- Deutsche Boerse (DBOEY) downgraded by Berenberg from Hold to Sell
- Severn Trent (STRNY) downgraded by Jefferies from Buy to Hold
- Banco Macro (BMA) downgraded by BofA/Merrill from Buy to Underperform
- U.S. Steel (X) downgraded by Macquarie from Outperform to Underperform
- SciPlay (SCPL) downgraded by BofA/Merrill from Buy to Underperform
- Check Point (CHKP) downgraded by BofA/Merrill from Buy to Underperform
- Altice USA (ATUS) downgraded by TD Securities from Buy to Hold
- Costco (COST) downgraded by Bernstein from Market Perform to Underperform
- Siemens Healthineers (SMMNY) downgraded by JPMorgan from Neutral to Underweight
- United Utilities (UUGRY) downgraded by Jefferies from Hold to Underperform
- Five9 (FIVN) downgraded by Morgan Stanley from Overweight to Equal Weight
This company is the lifeblood of AI data centers, yet almost no one has caught up with the story. Their hardware is so essential that the data center industry uses enough of it to stretch around the world 8 times – in a single building! So, if you own Nvidia stock now, you might be well-served to sell those shares and check out this under-the-radar play instead. Or if you missed the boat on Nvidia, this is a rare second chance to target tremendous profit potential as AI data centers spring up in every corner of the world. Get my full take on this exciting play right here...

Upgrades & Downgrades provided by The Fly at http://www.thefly.com. The Fly is a leading digital publisher of real-time financial news. Our financial market experts understand that news impacting stock prices can originate from anywhere, at any time. The Fly team scours all sources of company news, from mainstream to cutting-edge, then filters out the noise to deliver short-form stories consisting of only market moving content. Become an informed investor. Try all of TheFly’s services FREE for 14 days by clicking here.
