Wall Street Upgrades These Stocks Today Will AMD or ROKU Lead the Next Big Rally?

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TipsWhisp is an investment enthusiast sharing actionable tips and insights. Focused on market trends, TipsWhisp delivers concise content to empower smarter decision-making in the stock market.
 

•  10 Jul 2025
 

•   AMD  
   
  -0.07%
•   AUR  
   
  -1.65%
•   BABA  
   
  +1.37%
•   DELL  
   
  +0.65%
•   DPZ  
   
  -0.42%

$AMD HSBC has upgraded AMD to Buy, citing its robust AI GPU pipeline and the potential for higher chip pricing to drive major upside through 2026. As AI workloads expand and GPU demand accelerates, AMD could capture meaningful market share, positioning itself as a critical supplier during the next wave of enterprise and hyperscaler buildouts.

$AUR Aurora Innovation received a Buy rating reaffirmation from Canaccord Genuity, reflecting confidence in the autonomous driving company’s ability to execute amid an evolving regulatory environment and growing interest in scalable driverless technology.

$BABA Jefferies maintained its Buy rating on Alibaba while trimming its price target ahead of earnings, signaling confidence in Alibaba’s long-term positioning despite near-term macro and competitive pressures that continue to weigh on Chinese tech names.

$DELL Mizuho Securities has raised its price target on Dell while maintaining a Buy rating, reflecting the firm’s positive view on Dell’s ability to execute in the enterprise infrastructure and AI server market.

$DPZ UBS kept its Buy rating on Domino’s Pizza, indicating ongoing confidence in the company’s ability to deliver steady growth through menu innovation, operational improvements, and continued expansion of its delivery footprint.

$DQ GLJ upgraded Daqo New Energy twice as China moves to curb its solar industry price war, lifting the outlook for upstream polysilicon suppliers like Daqo amid a tightening supply landscape.

$HPE Barclays raised its price target on Hewlett Packard Enterprise while reiterating a Buy rating, signaling optimism around HPE’s AI and hybrid cloud offerings, which are beginning to show traction in enterprise spending trends.

$IFF Tigress Financial has assigned International Flavors & Fragrances a Buy rating, underlining confidence in the company’s restructuring and innovation pipeline in the specialty chemicals and ingredients market.

$MCD McDonald has received a boost as UBS reaffirms its Buy rating while Goldman Sachs upgrades the stock, citing underperformance and the positive impact of menu changes, including the return of Snack Wraps. Analysts see the potential for a meaningful turnaround, leveraging operational efficiencies and menu excitement.

$ORCL Oracle was upgraded to a positive overweight rating by Piper Sandler, driven by growing momentum in cloud infrastructure, a key piece of Oracle’s strategy to transform into a modern cloud-focused enterprise software provider.

$QSR Loop Capital has reiterated its Buy rating on Restaurant Brands, highlighting strong sales growth at Burger King, positioning the brand for continued momentum in the quick-service sector.

$RARE Ultragenyx retains a Buy rating from both TD Cowen and Citi, despite an interim analysis miss and trial delay, underscoring analysts’ belief in the long-term promise of the company’s rare disease pipeline.

$RELY Goldman Sachs reiterated its Buy rating on Remitly Global, seeing strength in its digital remittance platform amid growing global demand for fast, low-cost cross-border money transfers.

$ROKU KeyBanc has upgraded Roku to overweight, citing its turnaround in ad strategy and tighter cost controls. Analysts view Roku as the “new internet self-help story,” indicating potential for a strong recovery in ad revenue growth and operating leverage.

$WAB BofA Securities maintains a Buy rating and raises its outlook on Westinghouse Air Brake Technologies, seeing it as a resilient mid-cap industrial that can navigate ongoing macro pressures while benefiting from infrastructure spending trends.

$WING BTIG reaffirmed its Buy rating on Wingstop, pointing to the company’s recent tech investments as a driver for future margin expansion and operational efficiencies in a competitive fast-food landscape.

$YUMC BofA kept a Buy rating on Yum China despite lowering its price target, signaling continued faith in the company’s growth strategy within China’s massive quick-service market.