5 big analyst AI moves: Google downgraded as Apple gets vote of confidence

) stock from Buy to Neutral, based on “multiple areas of transitional risk that recommend stepping back for a little while to see how the company handles it.”

“We considered that, even if fundamentals cooperate, stock upside could be limited owing to trading and technical challenges related to NVDA's #1 market cap position,” Truist analysts noted. This decision follows a survey conducted by Rosenblatt, revealing that privacy is the most sought-after feature among US consumers in AI technology.

Rosenblatt also highlighted Apple's strategic focus on specialized large language models and Apple silicon, which seems to protect the company from the cost pressures impacting other tech giants.Citi analysts attributed the decline to the company’s conservative guidance and increased capital expenditure.

“Gross margins for HBM3e and eSSD are both accretive to their respective segments and we believe that should structurally augment their profitability profile in combination with cyclical demand/supply related pricing increases,” JPMorgan’s analysts wrote. “We also believe TSLA's AI-based Full Self-Driving initiative has the potential to generate significant value through sales of FSD, possible licensing agreements, and as a critical driver of longer-term RoboTaxi initiatives,” Stifel analysts wrote.

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