Category: Archives

It’s a quality name with durable competitive advantages, attractive growth opportunities and a strong balance sheet.

One of the more interesting emerging opportunities within the AI infrastructure boom, it has surging revenue, expanding margins, a rapidly growing backlog and bullish earnings revisions.

With cash flow surging now and a nearly four-decade track record of annual dividend increases, it’s safe to assume that the dividend will continue to increase in the coming years.

Here are today’s upgrades and downgrades: Tesla, Netflix, Nike, Lululemon, Kohl’s, CME Group, Southern Company, Constellation Energy, Block, Dutch Bros and more.

With a ‘conservative-aggressive’ mix, both of these names have a setup in front of them to make their payouts stronger.

Some Wall Street professionals are forecasting truly game-changing returns for select AI pioneers. Here are two names to consider.

But reasons to worry aren’t reasons to act.

Here are today’s upgrades and downgrades: Braze, Costco, Johnson & Johnson, Intuitive Surgical, Accenture, Chipotle, Robinhood, Zoom Communications, Fortinet, Northrop Grumman and more.

Arguably the most critical technology company on the planet, it’s dropped ~14% from its highs, and looks like a value play.

Its unusual 12.1% discount to net asset value makes it especially attractive now.

The selling pressure in the broad stock market this week has set the stage for a buy signal.

Here are today’s upgrades and downgrades: Apple, BlackRock, ADARx Pharmaceuticals, Zoetis, Roche, Vodafone, Akamai, Thomson Reuters, Banco Santander, Telefonica and more.