{"id":65940,"date":"2026-08-04T09:12:32","date_gmt":"2026-08-04T13:12:32","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/brokerratingsanalyst-momentum-large-cap-tech-and-ai-infrastructure-surge\/65940\/"},"modified":"2026-08-04T09:12:32","modified_gmt":"2026-08-04T13:12:32","slug":"brokerratingsanalyst-momentum-large-cap-tech-and-ai-infrastructure-surge","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/brokerratingsanalyst-momentum-large-cap-tech-and-ai-infrastructure-surge\/65940\/","title":{"rendered":"[BrokerRatings]Analyst Momentum: Large-Cap Tech and AI Infrastructure Surge"},"content":{"rendered":"<p>Semiconductors lead the charge with 5 stocks (<a href=\"\/stock\/AMD\">AMD<\/a>, <a href=\"\/stock\/NVDA\">NVDA<\/a>, <a href=\"\/stock\/AVGO\">AVGO<\/a>, <a href=\"\/stock\/MU\">MU<\/a>, <a href=\"\/stock\/CRDO\">CRDO<\/a>) recently rated strong buy by analysts. <strong>Tuesday<\/strong>&#39;s upgrades for <a href=\"\/stock\/AMD\">AMD<\/a> and <a href=\"\/stock\/NVDA\">NVDA<\/a> highlight robust AI infrastructure demand, while mega-caps <a href=\"\/stock\/MSFT\">MSFT<\/a> and <a href=\"\/stock\/AMZN\">AMZN<\/a> maintain bullish conviction. Average target upside of 20% suggests continued momentum following a volatile July. However, deteriorating global chemicals outlooks and real estate overbought signals suggest caution in cyclical sectors.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Semiconductors lead the charge with 5 stocks (AMD, NVDA, AVGO, MU, CRDO) recently rated strong buy by analysts. Tuesday&#39;s upgrades [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50368,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"rank_math_schema_Article":[],"rank_math_focus_keyword":[],"rank_math_description":[],"financial_data_references":[],"stock_symbols_mentioned":[],"footnotes":""},"categories":[6803],"tags":[3703,4302,5296,5601,5602,6553,7222,7846],"class_list":["post-65940","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-summary-snippets","tag-ai","tag-tech","tag-analyst-ratings","tag-nvda-stock-nvda","tag-msft-stock-msft","tag-amd-stock-amd","tag-large-cap","tag-avgo-stock-avgo"],"_links":{"self":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/65940","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/comments?post=65940"}],"version-history":[{"count":0,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/posts\/65940\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media\/50368"}],"wp:attachment":[{"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/media?parent=65940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/categories?post=65940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/wp-json\/wp\/v2\/tags?post=65940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}