Upgrades
- Fastenal (FAST) upgraded by Jefferies from Hold to Buy
- Marriott (MAR) upgraded by Goldman Sachs from Neutral to Buy
- Las Vegas Sands (LVS) upgraded by Goldman Sachs from Neutral to Buy
- Hilton (HLT) upgraded by Goldman Sachs from Neutral to Buy
- Trane (TT) upgraded by KeyBanc from Sector Weight to Overweight
- Akamai (AKAM) upgraded by KeyBanc from Underweight to Overweight
- Hershey (HSY) upgraded by Morgan Stanley from Equal Weight to Overweight
- Trex Company (TREX) upgraded by Jefferies from Hold to Buy
- KLA Corp. (LKAC) upgraded by Jefferies from Hold to Buy
- Teradyne (TER) upgraded by Goldman Sachs from Sell to Buy
- Dollar General (DG) upgraded by JPMorgan from Neutral to Overweight
- McCormick (MKC) upgraded by Deutsche Bank from Hold to Buy
- Bristol Myers (BMY) upgraded by BofA from Neutral to Buy
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
- AMC Networks (AMCX) downgraded by Seaport Research from Buy to Neutral
- Costco (COST) downgraded by Roth Capital from Neutral to Sell
- Wyndham Hotels (WH) downgraded by Goldman Sachs from Buy to Neutral
- ServiceNow (NOW) downgraded by KeyBanc from Sector Weight to Underweight
- Adobe (ADBE) downgraded by KeyBanc from Sector Weight to Underweight
- Norwegian Cruise Line (NCLH) downgraded by Jefferies from Buy to Hold
- HCA Healthcare (HCA) downgraded by Morgan Stanley from Equal Weight to Underweight
- Arm (ARM) downgraded by Goldman Sachs from Neutral to Sell
- Texas Instruments (TXN) downgraded by Goldman Sachs from Buy to Sell
- Entegris (ENTG) downgraded by Goldman Sachs from Neutral to Sell
- Keurig Dr Pepper (KDP) downgraded by Deutsche Bank from Buy to Hold
- Air Products (APD) downgraded by Citi from Buy to Neutral
- Zoetis (ZTS) downgraded by BofA 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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