BofA slashed American Eagle (AEO) to Underperform and sees dividend at risk, citing weak earnings and problematic fundamentals. AMD (AMD) got a boost as hyperscalers rethink Nvidia loyalty, earning a Truist upgrade to Buy. CoreWeave (CRWV), viewed as a GPUaaS leader, was initiated at Overweight by Cantor, despite heavy spending and mounting debt as it scales AI infrastructure. Green Plains (GPRE) saw an upgrade to Outperform on a stronger balance sheet and favorable renewables outlook. Dollar Tree (DLTR) earned a bullish upgrade after selling Family Dollar and shifting to higher ticket items, appealing even to wealthier shoppers. Market is signaling big shifts in retail, AI infrastructure, and renewables.