Both names confirm that AI power pipeline theme from different angles.

Not only does it pay monthly, but it’s currently trading at a 6.7% discount to NAV (below its five-year average of 2.4%).

History shows their corresponding surges could signal 13% gains for the overall market over the next year.

Averaging 14% revenue growth over the last five years, and roughly quadrupling its earnings, it’s up about 40% year-to-date, but has fallen roughly 10% from its early May highs making its valuation look enticing.

Paying a 6.4% dividend, we’re watching it closely…

Soaring 35% year to date, it’s part of a larger economic trend.

Here are today’s upgrades and downgrades: Duolingo, Bath & Body Works, Tapestry, Norwegian Cruise Line, Hermes, Cadillac Mines, Scribe Therapeutics and more.

With a record backlog, expanding margins, an acquisition integrating ahead of plan, and consensus estimates marching higher, its current setup is compelling.

Although some names have sank for good reasons and may represent value traps or yield traps, in a few situations, the market has clearly overreacted. That’s the case with this trio of names.

Here are today’s upgrades and downgrades: Apple, Cisco, Okta, Shopify, Workday, JetBlue, SentinelOne, Mobileye, Ryanair and more.

After the AI-induced “software apocalypse,” several names are showing that they can not only coexist with AI but also use the technology to improve their businesses. Here are two such names to consider.