Youtubeยท2025-09-11 15:00Apple Inc. - Apple shares are up despite two downgrades, with DA Davidson downgrading to neutral from buy, maintaining a price target of $250, citing Apple's significant role in AI and an iPhone upgrade cycle [2][5] - Analysts express concerns about Apple's lack of significant AI innovation and product redefinition, leading to constrained growth under the current status quo [3][4] - Philip Securities downgraded Apple to reduce from neutral with an unchanged price target of $200, citing near-term headwinds from tariffs and elevated spending [5][6] - Analysts believe Apple needs to address AI seriously and improve its product innovation to maintain investor confidence [8][9] - The market is questioning whether Apple can create a "super cycle" with new products, with some analysts suggesting this may not happen until 2026 [10][11] Advanced Micro Devices (AMD) - AMD has been downgraded to hold by Earth group analysts due to concerns about operating margins, which are lower than the sector average, and a slightly negative EBIT margin in the last quarter [12][14] - Analysts highlight that AMD's current PE ratio is high given its below-average return on equity, despite a 30% increase in stock price year-to-date [13][14] - Seapport also downgraded AMD to neutral, citing slow progress in the AI accelerator business and struggles to grow orders from previously announced customers [16] Boeing - Boeing reached a tentative agreement with the union representing defense workers after a five-week strike, which is the first in nearly 30 years [18][21] - The agreement includes a five-year contract with a 24% general wage increase and a $4,000 ratification bonus, although it does not significantly exceed previous offers [19][20] - The strike has impacted production of defense products, but analysts believe the worst challenges may be behind Boeing, with potential for upside momentum in the stock [23][24][26]