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Zacks Investment Ideas featured optical component manufacturers Lumentum, Coherent, and Fabrinet in a recent analysis.
JPMorgan upgraded Dollar General to Overweight with a $166 price target, while Roth Capital downgraded Costco to Sell, cutting its target to $769.
Wall Street analysts are issuing strong "buy" ratings for stocks integral to the AI infrastructure boom, specifically naming Super Micro Computer (SMCI) and Vertiv (VRT) as top picks with significant upside potential, fueled by the soaring demand for data center hardware.