Advanced Micro Devices (AMD) has received a downgrade from Melius Research. The firm lowered its rating on the stock to Hold ...

The downgrade and new price target for Johnson Controls (NYSE:JCI) were part of a broader shift by Melius, which also downgraded other capex-related stocks such as Vertiv, Eaton (NYSE:ETN), and Trane.

Melius Research on Tuesday downgraded AMD (NASDAQ:AMD) stock to Hold from Buy, raising concerns over the long-term prospects for the chipmaker in the x86 server and PC markets.

As previously reported, Melius Research downgraded Vertiv Holdings (VRT), Eaton (ETN), Johnson Controls (JCI) and Trane (TT), all to Hold from ...

Through its ARM-based CPUs specialized for artificial intelligence workloads, the research company cautioned in a note to ...

在今日市场动态中，Melius对先进微电子公司（AMD）的评级首次从“买进”下调至“持有”，同时将其目标股价设定为129美元。这一变化引起了市场的广泛关注，投资者普遍对这一决策背后的原因展开了讨论。Melius此前对AMD的评级为“买进”，表明投资者 ...

Melius initiated coverage on shares of Marvell Technology (NASDAQ:MRVL – Free Report) in a report published on Monday, ...

At least four analysts have lowered their ratings on the chip stock so far this year, with the latest being Ben Reitzes of Melius Research. “We should have done this 10 months ago after an epic ...

In Cambria and Somerset counties, officials say two people who did not have heat in their homes were found dead within days ...

在最新的市场动态中，Melius Investment将卡特彼勒（Caterpillar ...

Melius对Johnson Controls的降级和新目标价是该公司更广泛调整的一部分，同时还下调了Vertiv、Eaton和Trane等其他与资本支出相关的股票评级。该公司的谨慎立场反映了对近期激进资本支出（尤其是在人工智能领域）能否持续的普遍怀疑。 InvestingPro ...

在更广泛的背景下，这次降级表明对于深度参与人工智能资本支出领域的公司应采取谨慎的投资方式。Melius Research正将其关注点转向估值指标更稳定、波动性更小的工业股，这表明在当前市场动态中，他们更倾向于安全而非增长。对于寻求稳定性的投资者来说，Johnson ...