Upgrades
- Sumco (SUOPY) upgraded by JPMorgan from Neutral to Overweight
- Ericsson (ERIC) upgraded by Canaccord from Hold to Buy
- Tradeweb Markets (TW) upgraded by Barclays from Equal Weight to Overweight
- Analog Devices (ADI) upgraded by KeyBanc from Sector Weight to Overweight
- Microchip (MCHP) upgraded by KeyBanc from Sector Weight to Overweight
- Spotify (SPOT) upgraded by Evercore ISI from Underperform to In Line
- National Vision (EYE) upgraded by BofA/Merrill from Neutral to Buy
- Philip Morris (PM) upgraded by BofA/Merrill from Neutral to Buy
- Scotts Miracle-Gro (SMG) upgraded by BofA/Merrill from Underperform to Neutral
- VMware (VMW) upgraded by Wells Fargo from Market Perform to Outperform
- NXP Semiconductors (NXPI) upgraded by KeyBanc from Sector Weight to Overweight
Downgrades
- Five Prime (FPRX) downgraded by Guggenheim from Buy to Neutral
- SL Green Realty (SLG) downgraded by Stifel from Buy to Hold
- Fortescue Metals (FSUGY) downgraded by Credit Suisse from Neutral to Underperform
- Welltower (WELL) downgraded by Barclays from Overweight to Equal Weight
- Societe Generale (SCGLY) downgraded by UBS from Buy to Neutral
- Celanese (CE) downgraded by Goldman Sachs from Buy to Neutral
- nVent Electric (NVT) downgraded by RBC Capital from Outperform to Sector Perform
- U.S. Silica (SLCA) downgraded by Cowen from Outperform to Market Perform
- Canadian National (CNI) downgraded by Stephens from Overweight to Equal Weight
- Public Storage (PSA) downgraded by Evercore ISI from In Line to Underperform
- Ubisoft (UBSFY) downgraded by Stephens 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.
