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Wall Street Analyst Ratings: Stocks Upgraded and Downgraded

by Rachel Kim โ€“ Technology Editor
written by Rachel Kim โ€“ Technology Editor

Okay, here’s a โ€‹breakdown of theโฃ analyst ratings changes, categorized for clarity. I’ve included the firm, the stock, the change, and a brief โขreason. I’ve also grouped them by “Upgrade/Initiate Buy” and “Downgrade/Hold” for easyโค scanning.

Upgrades & Newโฃ “Buy” Initiations

* Stellantisโข (STLA): Rothโฃ upgraded to Buy – Improving inventory & upcoming product momentum.
* โ€ beauty Health (SKIN): Roth initiated Buy โข – Turnaround story, $3.50 price target.
* โข Tesla (TSLA): Baird upgraded to outperform from Neutral – Anticipates “physical AI โฃinflection” and shift in investor focus to โฃfuture potential.
* CoreWeave (CRWV): Loopโฃ initiated Buy โ€ – Bullish on its position as a leadingโ€Œ “Neocloud” provider, favored by Nvidia and major AI labs.
* Lincolnโ€‹ National (LNC): Morgan Stanley โฃupgraded to Overweight from Equal Weight – Turnaround โขon track, shifting to a capital-light business, profitable growth.
* โ€Œ Klaviyo (KVYO): โ€ Morgan Stanley upgraded to Overweight โฃ fromโฃ Equal Weight – Positioned forโฃ durable 20%+ growth as it expands beyond email marketing.
* Intel (INTC): Benchmarkโ€‹ upgradedโค to Buy from Hold โข- Recommend buying dips following Nvidia deal.
*โ€‹ โค Toast (TOST): Deutsche Bankโข reiterates Buy – Sees itโ€‹ as aโฃ long-term “winner”โ€‹ in fintech despiteโฃ near-term tradingโ€‹ choppiness.
* Bill.com Holdings (BILL): Truist upgraded toโฃ Buy from Hold โ€- expects upside to revenue growth, increased โฃpriceโฃ target to $63.
* SiteOne Landscape โฃsupply (SITE): Loop upgraded to Buy from Hold – Turnaround story, positive outlook for FY26โ€Œ after commodity deflation headwinds.
* โ€‹ Kinder Morgan (KMI): BMO initiated Outperform – Positive global โ€power demand tailwinds, $32 price โฃtarget.
* Williams Companies (WMB): BMO initiatedโ€ Outperform – Positive global power โฃdemand tailwinds,$66 price โ€‹target.
* laureate Education: UBS initiated Buy – Sharesโ€‹ have room to run.

Downgrades & Holds

* โฃ MetLife (MET): Piper โขsandlerโ€ downgradedโค toโ€ Neutral from Overweight – Valuationโค concerns; sharesโค approaching fair valueโ€Œ ($84 price target).
* โฃ โข Apple (AAPL): JPMorgan reiterates Overweight – Raised price target to $280, positive early demand for iPhone 17. (While a reiteration, the price target increase is a positive signal).

Key Themes & Observations:

* Turnarounds are Popular: Several upgrades (Stellantis, Beauty Health,โ€ Lincoln National, โ€SiteOne) are based on the belief that these companies are in the midst of successful turnarounds.
* โ€‹ AI is a Big Driver: Tesla’s upgrade is โขheavily tied to AI potential, and CoreWeave’s initiation is based on its role in the AI infrastructure space.
* Growth Potential: Klaviyo andโฃ Bill.comโฃ are highlighted for their strong growth prospects.
* โ€ Valuation Concerns: MetLife’s downgrade is a reminder that valuation matters, even forโ€ good companies.
* Positive iPhone 17 Demand: Apple is seeing strong early demandโ€ for its new โ€ŒiPhone.

Disclaimer: I am an AIโฃ chatbot and โคcannot provide financialโ€‹ advice.โฃ This information is for general knowledge and informational purposes โ€Œonly, and โ€‹doesโข notโ€Œ constitute investment advice. You should โฃconsult with a qualified financial advisor before making any investment โขdecisions.

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Technology

AI startup Nscale from UK is blowing away Nvidia CEO Jensen Huang

by Rachel Kim โ€“ Technology Editor
written by Rachel Kim โ€“ Technology Editor

UK AI Startup Nscale Rapidly Scaling to Challenge Nvidia Dominance

LONDON – September 12,2025 – A little-known UK-based artificial intelligence startup,nscale,is emerging as a significant challenger to Nvidia’s โ€Œdominance in โ€the AI infrastructure space,aggressively buildingโ€Œ outโฃ data center capacity and attracting considerable investment. Founded by formerโฃ Arkon executive chairman and battery future Acquisition Corp. operating chief, โ€Chris Payne, nscale is aiming to deploy 50,000 GPUs by the end of 2025 and 150,000 by the end of next year, aโ€Œ move that has caught theโ€ attention of industry observers and nvidiaโ€Œ CEO Jensen Huang.

Nscale’s rapidโ€‹ ascent comes as demand โฃfor AI computing power surges, โ€Œfueled by the development of large language models and other AI โ€applications. The company is focused on deploying high-density GPU clusters,โ€ addressing a key โคchallengeโข Payne โ€‹identified in a December fundraising video: “The key challenges that we see in the market is the significant increase in โ€Œdensity at the GPU level.”

Currently operating 32 data centers with 250,000 GPUs, Nscale isโข pursuing an aspiring โ€expansion plan.The company was attempting โ€Œto raise $1.8 billion earlier this year through a private creditโ€Œ deal led by Goldman Sachs, followingโ€‹ what Payne described as “one of the largest Series As raised in U.K., european โ€‹history.” โคThis funding is earmarked for deploying up to 4,000 additional GPUs in its Norway data center and โ€Œdeveloping up to 180โฃ megawatts โ€‹of new capacity.

The competitive landscape is heating up.โ€‹ CoreWeave, another major player in the AI infrastructure market, reported having “about 2.2 gigawatts of capacity that’s coming online” and had raised $12.4 billion in debt and over $1 billion in equity โฃfinancing as of the end of โ€2024.CoreWeave recently announced a $1.5 billionโฃ bondโข sale in july, followingโ€‹ a $2 billion debt offering in May.

Nscale’s aggressive growth strategy โ€Œunderscores the increasing demand for alternative AI infrastructure providers as companies seek to reduce relianceโข on a โคlimitedโ€‹ number of suppliers and secure access โ€‹to critical GPU resources.Payne believesโ€ the funding will allow Nscale to “scale โ€‹up materially” and become “one of the largest players in Europe.”

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Business

Stocks Rise to Record Highs on Fed Rate Cut Hopes – August 14, 2025

by Priya Shah โ€“ Business Editor
written by Priya Shah โ€“ Business Editor

Stocks Continue Climb Amid Rate Cut Hopes, Strong earnings – Russell 2000 Outperforms

NEW YORK – August 14, 2025 – U.S. stocks extended their gains Wednesday, building on a record-setting session fueled by cooling inflation data and increasing expectations for a Federal Reserve interest rate cut in September. The market’s positive momentum was further supported by a robust second-quarter earnings season.

The advance comes after Tuesday’s market surge triggered by a tamer-than-expected inflation report for July. Traders are currently pricing in a nearly 100% probability of a rate reduction at the Fed’s September meeting, according to data from the apple shares rose 1.6% while Paramount Skydance soared 36.7%.

A notable shift in investor behavior saw funds rotating away from large-cap technology stocks – frequently enough referred to as the “Magnificent seven” – and towards smaller companies. The Russell 2000 led the charge, gaining 2% on Wednesday.

Understanding the Dynamics: Interest Rates, Earnings, and Market Rotation

The recent market activity highlights the interconnectedness of several key economic factors. Lower interest rates generally benefit small-cap stocks by reducing their cost of capital and possibly stimulating consumer spending. This makes them attractive alternatives when the expectation of rate cuts is high.

Strong corporate earnings provide a basic underpinning for stock market gains. As Baird investment strategist Ross Mayfield explained, “This has been a really notable earning season, which showcases kind of a corporate resilience from all the headwinds that we saw across the summer.” He further noted the “really nice kind of breadth” observed in the earnings reports, indicating widespread positive performance.

The shift away from “Magnificent Seven” stocks – a group of dominant tech companies – and towards smaller companies represents a classic market rotation. Investors often reallocate capital to different sectors and market capitalizations based on changing economic conditions and perceived opportunities.

Looking ahead, Thursday’s producer price index report, focusing on wholesale inflation, will provide further insight into the economic landscape.This data will be closely scrutinized in advance of the Fed’s annual

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Business

Stocks Bounce Back Amid AI Spending Surge and BLS Controversy

by Priya Shah โ€“ Business Editor
written by Priya Shah โ€“ Business Editor

Key Takeaways from the CNBC Investing Club Update with Jim Cramer:

1. Massive AI Infrastructure Investment:

hyperscalers are Doubling Down: Microsoft (MSFT),Meta (META),Amazon (AMZN),and Google (GOOGL) are significantly increasing capital expenditure (capex) on AI infrastructure.Morgan Stanley analysts predict even higher commitments in 2026.
 Demand Outstrips Supply: Cloud providers are still reporting that demand for computing power for AI is exceeding supply.
Confidence in ROI: Management teams are increasingly confident they can generate a return on these massive investments and are willing to sustain high spending levels. Positive for Generative AI Trade: This signals serious commitment to AI and bodes well for companies involved in the AI ecosystem.

2. Company Specifics:

Apple (AAPL): Needs AI desperately. Tim Cook announced “meaningful growth” in AI investment, but Apple has historically spent less on capex than competitors.A accomplished AI rollout is crucial for device sales and its services unit. Cramer’s team is trying to understand Apple’s long-term AI strategy.
 Microsoft,Amazon,Meta: Cramer is impressed with their AI plans and notes the market wants to see high spending,irrespective of whether it seems excessive.
Industrial Stocks Benefit: Companies like Eaton,GE Vernova,and Dover will benefit from the data center construction and electricity infrastructure needed to support AI. GE Vernova’s gas turbines are notably in demand.

3. Earnings Watchlist (Monday/Tuesday):

Monday After-Close: Coterra Energy, Palantir, Hims & Hers, Axon Enterprise, MercadoLibre, Vertex Pharmaceuticals. Cramer’s team will wait for Coterra’s conference call before analysis,focusing on their permian Basin well issues. Tuesday Morning: DuPont, eaton, Caterpillar, Apollo Global Management, Marriott International.
 Economic Data: ISM Services PMI on Tuesday at 10 am ET.

4.Vital Reminders about the Investing Club:

Trade Alerts: Subscribers receive alerts before Jim Cramer makes a trade.
 Waiting Periods: 45-minute wait after alert before execution; 72-hour wait after CNBC TV mention.
* Disclaimer: No fiduciary duty or guaranteed outcomes.In essence, the update paints a picture of a rapidly escalating investment cycle in AI infrastructure, driven by strong demand and increasing confidence in the technology’s potential. It highlights specific companies poised to benefit, and outlines a busy earnings week for the CNBC Investing Club.

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Business

Bitcoin in Portfolios: Coatue’s View on Rising Adoption

by Priya Shah โ€“ Business Editor
written by Priya Shah โ€“ Business Editor

Coatue’s laffont Highlights Bitcoin‘s Growing Role in Investment Portfolios

Table of Contents



despite its early volatility,Bitcoin is increasingly viewed as a crucial component of diversified investment portfolios,according to Philippe Laffont of Coatue Management. Speaking at a recent investment summit, Laffont highlighted Bitcoin’s growing stability and broader acceptance as key factors driving this shift.

Bitcoin’s Maturing Role in Finance

Laffont’s viewpoint reflects a broader trend of institutional investors re-evaluating their stance on cryptocurrency.Once considered a fringe asset, Bitcoin is now being recognized for its potential as a store of value and a hedge against inflation.

Did You Know? The first Bitcoin transaction occured on January 12, 2009, when Satoshi Nakamoto sent 10 Bitcoins to Hal Finney.

Decreasing Volatility and Long-Term Holding

One indicator of Bitcoin’s increasing stability is the behavior of its holders. According to recent data,the number of Bitcoin wallets that hold the cryptocurrency for at least one month and then sell their entire position has substantially decreased. This suggests a growing trend of investors holding Bitcoin for the long term, rather than engaging in short-term trading.

This shift contrasts sharply with Bitcoin’s performance in 2022, when it plummeted by over 60%. However, its reaction to market events has since changed. Such as, when former President Donald Trump announced tariffs in April 2019, bitcoin only retreated about 5%, while the Nasdaq Composite fell more than 6%.

Bitcoin’s Place in the Global Economy

While Bitcoin’s market capitalization of approximately $2 trillion represents a small fraction of the world’s $500 trillion net worth, Laffont believes that its potential for growth is significant. If Bitcoin continues to gain acceptance and is perceived as valuable by more people, it “has to become more central” to investment strategies.

Pro Tip: Diversification is key. Even with increasing confidence in Bitcoin, it’s crucial to maintain a well-balanced portfolio.

Coatue’s Crypto Investments

Coatue Management has actively invested in various crypto-related companies, including:

  • Dune Analytics: A data provider for the crypto space.
  • Hut 8: A Bitcoin mining company.
  • CoreWeave: An artificial intelligence firm with ties to bitcoin mining.

Notably, CoreWeave has a partnership with Bitcoin miner Core Scientific, further illustrating the interconnectedness of the crypto and AI sectors.

Investment Philosophy and Regrets

Laffont admitted to initially underestimating Bitcoin’s potential, expressing a common sentiment among investors who missed early opportunities. He now emphasizes the importance of simple, “obvious” ideas over complex ones, recognizing that Bitcoin’s value is sustained by collective belief.

“That โ€ฆ provided that other people think it’s valuable,it gets more valuable over time – and that’s what we missed,” he stated.

Investor Sentiment and Portfolio Allocation

Laffont categorizes his client base into three groups: those who delegate investment decisions, those who question missed opportunities, and those who remain risk-averse to crypto. He believes the latter group is shrinking as Bitcoin gains wider acceptance.

Despite his enthusiasm, Laffont advises investors to approach Bitcoin with caution, emphasizing that it should not dominate a portfolio. He recommends a smaller, long-term position over a large, anxiety-inducing one.

“For those of you that think Bitcoin is going to be important, my advice is never make it such a big portion of yoru portfolio that it becomes the driving factor of the portfolio,” he said.

Key Metrics: Bitcoin vs. Traditional Assets

Asset 2022 Performance Current Sentiment
Bitcoin -60% Increasingly positive, seen as a long-term investment
Nasdaq Composite -33% Recovering, but still subject to market volatility

How do you see Bitcoin fitting into a modern investment portfolio? What percentage allocation feels appropriate given its risk profile?

Evergreen Insights: The Enduring appeal of Bitcoin

Bitcoin’s journey from a niche technology to a recognized asset class reflects a fundamental shift in how investors perceive value and risk. Its decentralized nature and limited supply continue to attract those seeking alternatives to traditional financial systems. As regulatory frameworks evolve and institutional adoption grows, Bitcoin’s role in the global economy is likely to expand further.

Frequently Asked Questions About Bitcoin and Investment

What are the main risks associated with investing in bitcoin?
The main risks include price volatility, regulatory uncertainty, and security concerns related to digital wallets and exchanges.
How can I safely store my Bitcoin?
You can store Bitcoin in various types of wallets, including hardware wallets, software wallets, and exchange wallets. Hardware wallets are generally considered the moast secure option.
What is Bitcoin mining, and how does it affect the cryptocurrency?
Bitcoin mining is the process of verifying and adding new transactions to the bitcoin blockchain. Miners are rewarded with newly created Bitcoins, which incentivizes them to maintain the network’s security.
How is Bitcoin different from traditional currencies?
Bitcoin is decentralized, meaning it is not controlled by any government or financial institution. it also has a limited supply, unlike traditional currencies that can be printed by central banks.
What factors influence the price of Bitcoin?
The price of Bitcoin is influenced by supply and demand, market sentiment, regulatory developments, and technological advancements.

Disclaimer: This article is for informational purposes only and does not constitute financial advice. Consult with a qualified financial advisor before making any investment decisions.

Stay informed and ahead of the curve! Share this article with your network and join the conversation in the comments below.

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