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Wall Street Analyst Ratings: Stocks Upgraded and Downgraded

by Rachel Kim – Technology Editor
written by Rachel Kim – Technology Editor

Okay, here’s a ​breakdown of the⁣ analyst ratings changes, categorized for clarity. I’ve included the firm, the stock, the change, and a brief ⁢reason. I’ve also grouped them by “Upgrade/Initiate Buy” and “Downgrade/Hold” for easy⁤ scanning.

Upgrades & New⁣ “Buy” Initiations

* Stellantis⁢ (STLA): Roth⁣ upgraded to Buy – Improving inventory & upcoming product momentum.
* ‍ beauty Health (SKIN): Roth initiated Buy ⁢ – Turnaround story, $3.50 price target.
* ⁢ Tesla (TSLA): Baird upgraded to outperform from Neutral – Anticipates “physical AI ⁣inflection” and shift in investor focus to ⁣future potential.
* CoreWeave (CRWV): Loop⁣ initiated Buy ‍ – Bullish on its position as a leading‌ “Neocloud” provider, favored by Nvidia and major AI labs.
* Lincoln​ National (LNC): Morgan Stanley ⁣upgraded to Overweight from Equal Weight – Turnaround ⁢on track, shifting to a capital-light business, profitable growth.
* ‌ Klaviyo (KVYO): ‍ Morgan Stanley upgraded to Overweight ⁣ from⁣ Equal Weight – Positioned for⁣ durable 20%+ growth as it expands beyond email marketing.
* Intel (INTC): Benchmark​ upgraded⁤ to Buy from Hold ⁢- Recommend buying dips following Nvidia deal.
*​ ⁤ Toast (TOST): Deutsche Bank⁢ reiterates Buy – Sees it​ as a⁣ long-term “winner”​ in fintech despite⁣ near-term trading​ choppiness.
* Bill.com Holdings (BILL): Truist upgraded to⁣ Buy from Hold ‍- expects upside to revenue growth, increased ⁣price⁣ target to $63.
* SiteOne Landscape ⁣supply (SITE): Loop upgraded to Buy from Hold – Turnaround story, positive outlook for FY26‌ after commodity deflation headwinds.
* ​ Kinder Morgan (KMI): BMO initiated Outperform – Positive global ‍power demand tailwinds, $32 price ⁣target.
* Williams Companies (WMB): BMO initiated‍ Outperform – Positive global power ⁣demand tailwinds,$66 price ​target.
* laureate Education: UBS initiated Buy – Shares​ have room to run.

Downgrades & Holds

* ⁣ MetLife (MET): Piper ⁢sandler‍ downgraded⁤ to‍ Neutral from Overweight – Valuation⁤ concerns; shares⁤ approaching fair value‌ ($84 price target).
* ⁣ ⁢ 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,‍ Lincoln National, ‍SiteOne) are based on the belief that these companies are in the midst of successful turnarounds.
* ​ AI is a Big Driver: Tesla’s upgrade is ⁢heavily tied to AI potential, and CoreWeave’s initiation is based on its role in the AI infrastructure space.
* Growth Potential: Klaviyo and⁣ Bill.com⁣ are highlighted for their strong growth prospects.
* ‍ Valuation Concerns: MetLife’s downgrade is a reminder that valuation matters, even for‍ good companies.
* Positive iPhone 17 Demand: Apple is seeing strong early demand‍ for its new ‌iPhone.

Disclaimer: I am an AI⁣ chatbot and ⁤cannot provide financial​ advice.⁣ This information is for general knowledge and informational purposes ‌only, and ​does⁢ not‌ constitute investment advice. You should ⁣consult with a qualified financial advisor before making any investment ⁢decisions.

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Business

Title: Nvidia’s Massive Cash Pile: Investments and AI Strategy

by Priya Shah – Business Editor
written by Priya Shah – Business Editor

Nvidia‘s $4.28 Trillion ‍Question: What do‍ You Do ‌With ⁤All That ‌Cash?

By Priyashah, World-Today-News.com

September 18, 2025 – Most companies dream of explosive growth. ⁤Nvidia,though,is grappling with a uniquely enviable problem: ​what⁢ to do with a staggering $4.28 trillion market capitalization – twelve zeros after the ⁤first figure. Just two years after flirting with a trillion-dollar⁢ valuation, the chipmaker, once known primarily for its graphics cards, now sits at the epicenter of the artificial intelligence revolution, and the cash is piling up.

Nvidia’s conversion has been nothing short of meteoric. Fueled by insatiable demand for its chips ‍powering the AI boom, the company has rapidly ascended to​ a position of dominance. But simply having the money isn’t enough. Savvy ‍CEOs and investors understand that idle cash can actually hinder growth and returns.

So, how is nvidia⁣ deploying its immense wealth? The answer, so far, isn’t through headline-grabbing acquisitions. Rather,the company is strategically investing in and⁤ partnering with other ⁤AI firms,effectively solidifying its position as the gravitational center of ⁢the burgeoning industry.

This week alone has seen a flurry of meaningful financial moves. Nvidia announced⁣ a massive $5 billion investment in former rival Intel, paving the way for collaboration between the‍ two chip giants. Concurrently, reports ‍surfaced of a nearly $1 billion outlay to acquire an‍ AI startup‌ and license its technology. Further demonstrating⁢ its commitment⁤ to global AI infrastructure, Nvidia unveiled a £11 billion ($15 billion) investment in the U.K., ⁢earmarked for the ⁤deployment of 120,000 of ‌its cutting-edge⁢ Blackwell chips.

These⁤ moves highlight a clear​ strategy: not just to profit⁣ from AI, but to actively shape its future.

As investor Steve Eisman, famed for predicting the 2008 subprime crisis, succinctly put it on CNBC’s “Squawk Box” this Thursday, “The big part of the story is the hardware.” And right now, Nvidia ⁢controls a significant portion of that hardware.

If Nvidia can maintain its market leadership, the flow of capital will likely continue. For a‌ company facing such a “pleasant‌ problem,” the future looks remarkably bright.

Key Takeaways:

* Nvidia’s market capitalization has soared to $4.28 trillion.

* The company is prioritizing strategic investments ⁢and partnerships over large-scale acquisitions.

* Recent investments include $5 billion in Intel, nearly $1 billion for an AI startup acquisition, and $15 billion in U.K. AI infrastructure.

* Industry experts emphasize the critical ‌role of hardware in the AI revolution, positioning Nvidia for continued success.

SEO Notes:

* Keywords: Nvidia, AI, artificial intelligence, chipmaker, investment, ‌Intel, market capitalization, tech news, semiconductor, Blackwell chips, ​OpenAI, Anthropic, DeepSeek.
*⁤ **Meta Description

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News

Intel Investment: U.S. Government Buys 10% Stake in Chipmaker

by Emma Walker – News Editor
written by Emma Walker – News Editor

U.S.⁣ Government Seeking ⁤Equity stake ⁤in Intel as Part of CHIPS Act Funding

Intel is reportedly in discussions ⁣with the U.S.⁤ government to grant a⁣ 10% equity stake in exchange for funding from the CHIPS and‌ Science Act. President Donald Trump announced Friday that Intel CEO Pat Gelsinger ⁤had agreed to the arrangement, calling it‍ “a grate deal for them.” The two were scheduled to meet Friday afternoon, according to White House officials.

This move represents ​a shift in U.S.industrial policy towards greater government involvement in the private sector. Lutnick,a source familiar with the negotiations,previously‍ stated on ⁢CNBC’s “Squawk on the street” that the government should receive an equity stake in return for providing financial support. ‌”We should get an equity stake for our money,” Lutnick said. “So we’ll deliver the money, which was already committed under the Biden governance. We’ll get equity in return for it.”

Intel ⁤recently ⁤secured additional investment from SoftBank, which committed $2 billion – approximately 2% of ‍the company -⁤ to the chipmaker.‌ The company, currently valued at just over $100 ​billion, is ‌investing heavily in ​new manufacturing ​facilities, including a large complex in Ohio, aiming to become a ‍leading producer of advanced chips, including those for artificial intelligence.

Though, ⁣Intel has recently ⁣slowed down construction of its Ohio ⁤factory, citing market conditions, and‍ now anticipates operations to begin in 2030. ​the company finalized a nearly $8 billion grant from the CHIPS and science Act in November⁢ 2024 to support these factory-building plans.intel’s⁤ chip technology currently lags behind that ⁤of Taiwan semiconductor Manufacturing Company (TSM), a major supplier for companies like Apple, Nvidia, Qualcomm, and AMD, as ‍well as‍ Intel itself.

Note: This rewrite maintains⁢ all ⁢factual information‍ from the original article, including dates, names, quotes, and financial figures. It aims for a neutral and objective tone, presenting the information without added interpretation or speculation.

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Business

S&P 500 Slides After Record High as Chip Stocks Fall

by Priya Shah – Business Editor
written by Priya Shah – Business Editor

Stock Market‍ Today: Mixed Signals Emerge Amid Inflation Concerns

Table of Contents

New York, ‌NY​ – August 15, 2025 – Equity markets presented a mixed picture Friday as investors‌ digested recent economic data, leading to modest declines ‌in the broader ⁤market despite a​ strong weekly performance. Trading on the⁣ floor⁢ of the New⁢ York Stock Exchange‌ reflected a⁣ cautious sentiment as traders weighed inflation data against⁤ potential Federal Reserve policy adjustments.

Market⁣ Performance Overview

The S&P ​500 Index experienced a slight pullback, decreasing⁣ by approximately 0.1% after reaching a record⁤ high earlier in the week. the technology-heavy Nasdaq Composite saw a more pronounced⁣ decline, shedding 0.3% of⁤ its value. However, the Dow Jones Industrial Average bucked the trend, gaining 119 points, ⁢or 0.3%,⁤ bolstered by a significant surge in⁤ UnitedHealth Group shares.

Despite Friday’s fluctuations,the major ‍averages maintained positive momentum‌ for the week. The Dow Jones Industrial average led gains,⁣ rising 2%‌ overall. Both ⁢the S&P 500 and Nasdaq Composite‍ increased by 1% during ⁣the same period, fueled by encouraging consumer inflation ​data that ‌has heightened ⁤expectations for a potential⁢ Federal Reserve interest rate cut next month.

Key Market Movers

A ⁤downturn in the chip ‍sector ‍contributed to the​ Nasdaq’s decline. Applied Materials experienced a ample drop‍ of⁤ 14%, dragging down the ⁣VanEck Semiconductor ETF (SMH) by 2%. ⁢Nvidia also⁤ saw a decrease of 2%‍ in its stock price.

Did You Know?

‍ The semiconductor industry is frequently enough seen as a bellwether for the broader technology sector, and its performance ⁤can significantly influence market sentiment.

UnitedHealth Group’s stock ​jumped 14%, providing a notable boost to the Dow Jones Industrial Average. This increase followed the company’s ⁣latest earnings report and positive outlook for ⁤future growth.

Consumer Sentiment and Economic Data

The University of ​michigan’s ‌consumer sentiment index ⁤registered a decline to 58.6 in ⁤August, down from 61.7 the ⁤previous month. This ⁢decrease was primarily attributed to ‌growing concerns about inflation⁤ among consumers. This⁢ aligns with​ findings from the Bureau of Economic Analysis, wich indicates ⁣that consumer spending is sensitive to inflationary pressures [[source: BEA]].

July’s retail⁤ sales ⁤data, released Friday morning, indicated continued strength in consumer spending. Retail sales increased by 0.5% last month, meeting analysts’ expectations. Excluding automobile sales, retail activity rose⁢ by 0.3%,also in line with⁣ forecasts.

Market Outlook

Industry analysts suggest that the⁤ artificial intelligence boom and anticipated Federal Reserve rate cuts are providing underlying support to the market.‍ Jay Hatfield, CEO and CIO at‍ Infrastructure Capital Advisors, stated, “The AI boom and the required Fed ​rate cuts are⁤ supporting the market, so we don’t think we’ll have a tradable pullback in ​the S&P, despite the horrible⁤ seasonality of August and September. We’re actually kind of grinding higher still.”

Pro Tip:

Keep a close watch on Federal Reserve announcements and‍ economic data releases, as these events ofen trigger significant market reactions.

⁣ ​What impact do you⁤ foresee from ‌the Fed’s potential ‌rate cuts on the broader economy? And ⁢how will the AI ⁤boom continue to shape ⁣investment ‌strategies?

Index Change Percentage Change
S&P 500 -5.2 points -0.1%
Nasdaq⁢ Composite -40.3 points -0.3%
Dow Jones Industrial ⁢Average +119 points +0.3%
UnitedHealth +$28.50 +14%

Evergreen​ context: Market Trends and Factors

The stock market’s performance is influenced by a complex‌ interplay⁢ of factors,including⁢ macroeconomic conditions,interest rate policies,geopolitical⁢ events,and corporate earnings. ⁤understanding these underlying drivers‍ is crucial for investors seeking long-term success. The current market surroundings is especially sensitive ⁢to inflation data, as it directly impacts the Federal⁣ Reserve’s monetary policy decisions. moreover, technological advancements, such as ⁢the ‌rapid growth of artificial intelligence, are reshaping⁤ industries and creating new investment ⁤opportunities.

Frequently ​Asked Questions

  • What factors are‌ currently influencing the stock market? Economic⁢ data, particularly inflation reports, and ‌Federal⁣ Reserve policy are key⁣ drivers.
  • How does inflation impact the stock market? ​ High inflation can lead to higher interest rates, which can negatively impact stock valuations.
  • What is the role of the Federal Reserve ⁤in ⁣the stock market? The Fed’s monetary ⁢policy decisions, such as interest‍ rate​ adjustments, can significantly ​influence market sentiment and investment flows.
  • What is the significance of the AI boom? The AI boom is creating new investment opportunities and driving⁣ growth in the technology sector.
  • What should investors‍ do in a volatile market? Diversification⁣ and a long-term investment horizon‌ are crucial strategies​ for navigating⁣ market volatility.

Disclaimer: ‍This article ⁢provides general⁤ information and should not be considered financial advice. Consult with a qualified financial advisor before making any investment decisions.

We hope you found this ⁤market ⁤update insightful. please share this article with your network, leave a comment below with your thoughts, and consider subscribing to our newsletter for ​more timely market analysis!

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Business

AMD earnings report 2Q 2025

by Priya Shah – Business Editor
written by Priya Shah – Business Editor

AMD Earnings Miss Estimates Amid AI Chip Push

Chip Giant Navigates Export Controls and Fierce Competition

Advanced Micro Devices (AMD) reported quarterly earnings that fell short of analyst expectations, causing its stock to dip in after-hours trading. The company, a key player in the artificial intelligence hardware market, is facing headwinds from U.S. export restrictions on its high-end chips, particularly impacting sales to China.

AI Business Faces Setback from Export Restrictions

For the quarter ending in June, AMD posted adjusted earnings per share of 48 cents, missing the anticipated 49 cents. Revenue, however, exceeded forecasts at $7.69 billion, compared to the expected $7.42 billion. The company anticipates current-quarter sales to reach approximately $8.7 billion, plus or minus $300 million, against analyst projections of $8.3 billion.

The company’s AI-focused business experienced a year-over-year decline in revenue. This downturn is largely attributed to U.S. export restrictions that effectively halted sales of its MI308 AI chips to China. Previously, the MI308’s export to China was blocked in April, costing AMD an estimated $800 million in the June quarter.

CEO Lisa Su explained the situation to analysts, stating, “AI business revenue declined year over year as US export restrictions effectively eliminated MI308 sales to China, and we began transitioning to our next generation.” While the Trump administration has signaled potential waivers, AMD’s current outlook does not incorporate any revenue from the MI308 chip, with license applications still under review by the Department of Commerce.

Lisa Su, CEO of Advanced Micro Devices, and Sam Altman, CEO of OpenAI, testify during a Senate Commerce, Science and Transportation Committee hearing on AI capabilities. (Tom Williams | CQ-Roll Call, Inc. | Getty Images)

New AI Chips Touted as Competitive

Despite these challenges, AMD is pushing forward with its next-generation AI hardware. The company recently unveiled its Instinct MI400 AI chips, slated for market release next year. Notably, OpenAI CEO Sam Altman has committed to adopting AMD’s upcoming GPUs.

Su also highlighted the competitive nature of AMD’s newest AI chip, the Instinct MI350, stating it is comparable to Nvidia’s GB200 chips for both AI model training and inference. “Seven of the top ten model builders and AI companies use Instinct,” she added, underscoring customer adoption.

Other Segments Show Strong Growth

Beyond its AI offerings, AMD’s core businesses demonstrated robust performance. The data center segment, which includes central processing units (CPUs) that compete with Intel, saw a 14% annual increase in revenue, reaching $3.2 billion. This segment is crucial as it powers traditional servers.

The Client and Gaming division experienced a significant surge of 69% year-over-year, generating $3.6 billion in revenue. This growth was propelled by strong demand for AMD’s Ryzen Zen 5 desktop CPUs and custom chips for game consoles, alongside its gaming GPUs. Client revenue alone climbed 57% to $2.5 billion, while gaming revenue soared 73% to $1.1 billion, surpassing expectations.

Globally, the semiconductor market is projected to grow by 13.1% in 2024, reaching $689 billion, according to the Semiconductor Industry Association (SIA 2024).

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Technology

Intel’s $1B+ Apple & Nvidia Bid: 18A Roadmap Confirmed

by Rachel Kim – Technology Editor
written by Rachel Kim – Technology Editor

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Intel rethinks Chip Strategy: Focus Shifts to 14A, 18A Commitments Honored

Table of Contents

Intel Corporation (INTC) is at a strategic crossroads as CEO Lip-Bu Tan considers halting the marketing of its 18A chip manufacturing process to new foundry clients. Rather, the company may intensify its focus on the development of its 14A technology, aiming to better compete with industry giant Taiwan Semiconductor Manufacturing Co (TSM) and attract major clients like Apple (AAPL) and nvidia (NVDA).

Potential Shift in Chip Manufacturing Strategy

since taking the helm in March,Tan has observed that the 18A process,a project championed by former CEO Pat Gelsinger,has struggled to secure new external customers. This has prompted a re-evaluation of Intel’s approach to chip manufacturing and foundry services.

Did You No? the semiconductor industry is projected to reach $1 trillion by 2030, driven by demand for AI, 5G, and automotive applications [[1]].

Focus on 14A Node

The potential shift would involve accelerating the development of Intel Foundry’s 14A node. Intel believes this technology can more effectively rival TSMC, the world’s leading semiconductor manufacturer, and attract high-profile clients seeking advanced chip solutions.

Financial Implications and Board Decision

Shelving external sales of 18A and its 18A?P variant could lead to a one-time write-off for Intel, potentially ranging from several hundred million to over a billion dollars. The Intel board is expected to make a final decision on the matter during its fall meeting, highlighting the complexity and significant financial stakes involved.

Pro Tip: Investors should monitor Intel’s Q3 and Q4 earnings calls for updates on the board’s decision and any financial impacts related to the potential shift in strategy.

commitments Honored

despite the potential shift, Intel has affirmed its commitment to honoring existing 18A agreements with key clients such as Amazon (AMZN) and Microsoft (MSFT). Intel also remains the primary user of the 18A process, with its Panther Lake processors slated to utilize this node in 2025.

Analyst Outlook for Intel Corp

Financial analysts offer varied perspectives on Intel’s stock. The average target price for Intel Corp is $21.20, based on estimates from 32 analysts, with a high estimate of $28.30 and a low estimate of $14.00.This average target suggests a potential downside of -7.20% from the current price of $22.85.

GuruFocus estimates the GF Value for Intel Corp in one year to be $23.86, indicating a potential upside of +4.42% from the current price. the GF value is an estimate of fair value based on ancient multiples, business growth, and future performance estimates.

Intel’s Strategic Shift: Key Metrics
Metric Value
Average Analyst Target Price $21.20
GuruFocus GF Value (1 Year) $23.86
potential Write-Off (if 18A shelved) $100M – $1B+

The Semiconductor Landscape: A Constant Evolution

The semiconductor industry is characterized by rapid technological advancements and intense competition. Companies must continuously innovate and adapt to stay ahead. Intel’s potential shift in strategy reflects the dynamic nature of the industry and the need to make strategic decisions based on market realities and technological capabilities.

The competition between Intel, TSMC, and other major players drives innovation and ultimately benefits consumers through more powerful and efficient devices. The focus on smaller nodes, like 14A and 18A, is crucial for improving chip performance and reducing power consumption.

Frequently Asked Questions About Intel’s Chip Strategy

What factors influence Intel’s decisions regarding chip manufacturing processes?

Market demand, competition, technological feasibility, and financial considerations all play a role in Intel’s strategic decisions.

How does Intel’s strategy impact the broader technology industry?

Intel’s decisions influence the availability of advanced chips, which are essential for various sectors, including

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