Goldman Sachs upgraded Sunbelt to buy from neutral while Bernstein downgraded Palo Alto Networks, Okta, and SentinelOne from outperform to market perform. Daiwa maintained Nvidia as outperform with a price target lowered to $245 from $255. Evercore ISI also reiterated Alphabet as outperform, raising its price target to $450 from $420. Wells Fargo initiated several bitcoin miners, including Applied Digital, TeraWulf, and Hut 8, as overweight, and Citi downgraded Boston Scientific from buy to neutral citing increased competition and a recent cyber attack.
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