Upgrades
- Imax (IMAX) upgraded by Goldman Sachs from Sell to Neutral
- Applied Materials (AMAT) upgraded to Buy from Neutral by UBS
- L’Oreal (LRLCY) upgraded by Rothschild & Co Redburn from Neutral to Buy
- CDW (CDW) upgraded by Raymond James from Outperform to Strong Buy
- Brinker (EAT) upgraded by Citi from Neutral to Buy
- Cummins (CMI) upgraded by UBS from Sell to Neutral
- Semtech (SMTC) upgraded by Summit Insights from Hold to Buy
- AvalonBay (AVB) upgraded by Barclays from Equal Weight to Overweight
- Mesoblast (MESO) upgraded by Jefferies from Hold to Buy
- Inspire Medical (INSP) upgraded by Wolfe Research from Peer Perform to Outperform
- Oxford Industries (OXM) upgraded by Citi from Sell to Neutral
- Novartis (NVS) upgraded by BofA from Neutral to Buy
- GSK (GSK) upgraded by BofA from Underperform to Neutral
The legendary stockpicker who built one of Wall Street's most popular buying indicators just announced the #1 stock to buy for 2026. His last recommendations shot up 100% and 160%. Now for a limited time, he's sharing this new recommendation live on-camera, completely free of charge. It's not NVDA, AMZN, TSLA, or any stock you'd likely recognize. Click here for the name and ticker.
Downgrades
- EHang (EH) downgraded by JPMorgan from Overweight to Neutral
- Playtech (PYTCF) downgraded by Jefferies from Buy to Hold
- Exact Sciences (EXAS) downgraded by Canaccord from Buy to Hold
- Exact Sciences (EXAS) downgraded by TD Cowen from Buy to Hold
- Hemnet Group (HMNTY) downgraded by JPMorgan from Neutral to Underweight
- Solaria Energia (SEYMF) downgraded by Berenberg from Buy to Hold
- Royal Bank of Canada (RY) downgraded by Jefferies from Buy to Hold
- TD Bank (TD) downgraded by Jefferies from Buy to Hold
- Camden Property (CPT) downgraded by Barclays from Overweight to Equal Weight
- Waldencast (WALD) downgraded by Telsey Advisory from Outperform to Market Perform
- Estee Lauder (EL) downgraded by Rothschild & Co Redburn from Neutral to Sell
- Valeo (VLEEY) downgraded by Bernstein from Outperform to Market Perform
- Zegona Communications (ZEGLF) downgraded by New Street from Buy to Neutral
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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