Reported 2 months ago
This week saw significant analyst actions in the AI sector, with Mizuho downgrading Intel from Outperform to Neutral due to ongoing market share losses, while Bank of America also cut Super Micro Computer's rating after it reported disappointing margins. Conversely, New Street upgraded Nvidia to Buy, suggesting recent stock declines present a buying opportunity. Additionally, Citi reaffirmed Micron as a top pick, highlighting a positive outlook for DRAM pricing and demand despite broader market challenges.
Source: YAHOO