Semiconductor Industry - Barclays has a positive outlook on Micron, raising its price target to 240 from 195, indicating confidence in Micron's role as a memory supplier for AI servers and data centers [2][3] - Micron is viewed as a key beneficiary of AI-driven demand for high bandwidth memory, with analysts being selective about chip stocks tied to AI due to previous run-ups [3] - Lamb Research has raised its price target for Lamb to 142 but maintains an equal weight rating, citing solid fundamentals without enough near-term upside [4] - KLA Corp has been upgraded to overweight from equal weight, with a boosted price target, due to its dominant position in process control equipment and lower exposure to China risk [6] - Texas Instruments has been downgraded to underperform from neutral, with a price target cut to 150, as analysts believe it is overpriced for slow growth and not well-positioned for AI data center opportunities [8][9] - Skyworks has been downgraded to underperform from neutral, with a price target cut to 60 from 70, due to a tougher macro backdrop and expected declines in iPhone shipments [10][11] Consumer Sector - Goldman has upgraded Darden to a buy with a price target of 225, indicating a potential 20% upside, as the company is gaining market share among middle-income consumers [12][13] - Darden's focus on value and consistency, particularly through promotions, is seen as a strength, with positive consumer feedback on taste, service, and quality [13][14]