Tesla Faces Downgrades and Delays Amid Stock Volatility

This week saw significant analyst moves in the AI sector, with UBS downgrading Tesla to Sell due to high AI costs and valuation concerns, while BofA raised Apple's price target citing a strong iPhone upgrade cycle driven by AI features. Nomura downgraded Super Micro Computer due to limited share price upside, and Morgan Stanley reaffirmed Microsoft's leadership in GenAI. KeyBanc increased price targets for several AI chipmakers, highlighting robust demand and growth projections in the AI server market.