Tuesday's top analyst upgrades and downgrades included Bilibili, Constellation Brands, FedEx, Harley-Davidson, Matador Resources, Twilio and Yandex.
Jefferies sees absolutely no slowdown in sight for the top data center companies, and that is very positive for these four top semiconductor stocks, for the third quarter and beyond.
Friday's top analyst upgrades and downgrades included Bill.com, CenterPoint Energy, CommScope, Herbalife, Hyatt Hotels, Motorola Solutions, Murphy Oil, Trade Desk and Vonage.
Tuesday's top analyst upgrades, downgrades and initiations included Advanced Micro Devices, Alibaba, AIG, Baidu, Broadcom, Costco, Intel, Ping, Pinterest, RingCentral, Shopify and Uber.
A new Deutsche Bank report remains very cautious on the semiconductors, but the analysts do see some bright spots.
