Semiconductors lead the charge with 4 stocks (NVDA, MU, AMD, INTC) recently rated strong buy by analysts. Software and infrastructure giants also gained traction on Thursday with upgrades to MSFT and SNOW. Average target upside of 22% suggests AI-driven momentum continues into September. However, rising Treasury yields and geopolitical tensions in the Middle East remain notable risk factors for growth-heavy portfolios.
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Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.