Analyst Day Sparks Broad Upgrades Across Nvidia, Airbnb, Levi’s and More

Wednesday delivered a wide wave of analyst calls across tech, travel, and consumer names, with upgrades or initiations on AMD, Airbnb, Levi Strauss, Booking Holdings, Capri, Enphase Energy, Five Below, Cloudflare, SEI Investments, and Omnicell, plus reiterations on Nvidia and Chipotle. The mood is broadly constructive, citing AI-driven demand for AMD and Enphase, growth catalysts for Airbnb and Levi’s, and improving sentiment around travel and retail names, while a few large-cap names like Apple remained neutral.