Upgrades
- Skyward Specialty (SKWD) upgraded by Wolfe Research from Peer Perform to Outperform
- Danone (DANOY) upgraded by Jefferies from Underperform to Buy
- Hershey (HSY) upgraded by Goldman Sachs from Sell to Buy
- CoreWeave (CRWV) upgraded by Citizens JMP from Market Perform to Outperform
- Porvair (PVARF) upgraded by Peel Hunt from Add to Buy
- United Rentals (URI) upgraded by BNP Paribas Exane from Underperform to Neutral
- Baidu (BIDU) upgraded by Arete from Sell to Buy
- Jumia Technologies (JMIA) upgraded by RBC Capital from Sector Perform to Outperform
- Novo Nordisk (NVO) upgraded by Rothschild & Co Redburn from Neutral to Buy
- Ashtead Group (ASHTY) upgraded by BNP Paribas Exane from Underperform to Outperform
- Prologis (PLD) upgraded by BofA from Neutral to Buy
- Union Pacific (UNP) upgraded by Loop Capital from Sell to Hold
The Department of Energy say it could power America for millions of years. And both grizzled oilmen and clean energy supporters love it: Energy Secretary Chris Wright called it "an awesome resource," while Warren Buffett, Jeff Bezos, Mark Zuckerberg, and Bill Gates are all directly invested. Here's the name of the company at the heart of it all.
Downgrades
- Ecovyst (ECVT) downgraded by Citi from Buy to Neutral
- VF Corp. (VFC) downgraded by Stifel from Buy to Hold
- L’Oreal (LRLCY) downgraded by Jefferies from Hold to Underperform
- easyJet (ESYJY) downgraded by JPMorgan from Overweight to Neutral
- Warner Bros. Discovery (WBD) downgraded by TD Cowen from Buy to Hold
- Live Nation (LYV) downgraded by Rothschild & Co Redburn from Buy to Neutral
- Haleon (HLN) downgraded by Barclays from Overweight to Equal Weight
- Domino’s Pizza Group (DMPZF) downgraded by Deutsche Bank from Buy to Hold
- Tidewater (TDW) downgraded by Fearnley from Buy to Hold
- Orsted (DNNGY) downgraded by Grupo Santander from Neutral to Underperform
- Camp4 Therapeutics (CAMP) downgraded by JPMorgan from Overweight to Neutral
- Mori Trust Reit (MRGIF) downgraded by Goldman Sachs from Neutral to Sell
- Brandywine Realty (BDN) downgraded by Truist from Buy to Hold
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...

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