SA analyst upgrades/downgrades: TSLA, AMD, HR, CRWV

Analysts issued mixed ratings that could influence sector and individual-stock sentiment. JR Research upgraded Tesla (TSLA.OQ), framing it as a transitioning “physical AI” company—robotaxis, FSD and Optimus are cited as long-term value drivers—potentially supporting continued investor interest in the stock. Healthcare Realty Trust was also upgraded on outpatient demand, aging demographics, tenant retention and constructive technicals, highlighting positive fundamentals for healthcare real-estate names. By contrast, CoreWeave was downgraded due to a stretched valuation, high capital intensity, thin margins, widening net loss and heavy interest expenses, raising concerns about free-cash-flow durability. Market reaction in the related-stocks table shows TSLA trading higher intraday, while the mixed analyst actions underscore divergent conviction across high-growth AI-exposed names and capital-intensive cloud/AI infrastructure plays.