Tech analyst upgrades surge as retail downgrades mount, signaling AI-driven sector rotation
Bernstein upgraded Datadog on January 21, while BofA elevated Oklo to buy and Intel surged 10%—the same day BNP Paribas downgraded Dollar Tree to underperform with an $87 target. The Nasdaq 100 gained 1.33% versus the Dow's 0.97%, highlighting a widening gap between corporate tech investments and consumer-facing businesses.
ViaNews Editorial Team (Finance)•