Upgrades
- Okta (OKTA) upgraded by Jefferies from Hold to Buy
- Rockwell Automation (ROK) upgraded by Goldman Sachs from Sell to Neutral
- Roku (ROKU) upgraded by Morgan Stanley from Underweight to Overweight
- UBS (UBS) upgraded by BofA from Neutral to Buy
- L3Harris Technologies (LHX) upgraded by Morgan Stanley from Equal Weight to Overweight
- General Dynamics (GD) upgraded by Morgan Stanley from Equal Weight to Overweight
- Accenture (ACN) upgraded by Morgan Stanley from Equal Weight to Overweight
- Southwest (LUV) upgraded by Barclays from Equal Weight to Overweight
- C.H. Robinson (CHRW) upgraded by Barclays from Equal Weight to Overweight
- Eli Lilly (LLY) upgraded by Daiwa from Neutral to Buy
- Zscaler (ZS) upgraded by Mizuho from Neutral to Outperform
- Lemonade (LMND) upgraded by Morgan Stanley from Underweight to Equal Weight
- KLA Corp. (KLAC) upgraded by Cantor Fitzgerald from Neutral to Overweight
- Caterpillar (CAT) upgraded by BWG Global from Negative view to Mixed
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
- Sphere Entertainment (SPHR) downgraded by Seaport Research from Buy to Neutral
- Essex Property Trust (ESS) downgraded by Jefferies from Buy to Hold
- Southern Copper (SCCO) downgraded by Morgan Stanley from Equal Weight to Underweight
- ADP (ADP) downgraded by Jefferies from Hold to Underperform
- Illinois Tool Works (ITW) downgraded by Goldman Sachs from Neutral to Sell
- StubHub (STUB) downgraded by Citizens from Outperform to Market Perform
- Atmos Energy (ATO) downgraded by Morgan Stanley from Overweight to Equal Weight
- Lockheed Martin (LMT) downgraded by Morgan Stanley from Overweight to Equal Weight
- Archer Daniels (ADM) downgraded by Morgan Stanley from Equal Weight to Underweight
- Zimmer Biomet (ZBH) downgraded by Baird from Outperform to Neutral
- Allstate (ALL) 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...

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