SA analyst upgrades/downgrades: NVDA, MU, LCID, MSFT

Seeking Alpha analyst coverage highlighted a bullish call on Nvidia and Micron, driven by strong AI infrastructure spending and memory-demand trends that could support long-term earnings power and justify richer valuations. Nvidia’s upgrade was tied to expanding compute demand and financing activity around AI buildouts, while Micron was seen as a beneficiary of structurally stronger AI memory demand. In contrast, Microsoft was downgraded on valuation and competition concerns, and Lucid was downgraded due to weak sales, cash burn, and operational issues. The article reinforces the market’s current split between AI-enabling semiconductor leaders and names facing more company-specific or valuation pressure. Relative sentiment is constructive for NVDA and MU, but cautious for MSFT and LCID.