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5 big analyst AI moves: Palo Alto and Reddit get fresh Buy calls, AMD upgraded
This article details several significant analyst moves in the AI sector, highlighting new “Buy” ratings for Palo Alto Networks and Reddit, and an upgrade for AMD. Analysts are optimistic about these companies due to factors like strong AI demand, cybersecurity platformization, a structural increase in CPU demand, and Reddit’s unique position as a data source for AI models. The article also mentions Intel’s strong Q1 results driven by agentic AI.