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Wall Street is revising assumptions about these S&P 500 stocks thanks to booming AI backlogs and transformed fundamentals.

Investing.com -- JPMorgan upgraded Meta Platforms to Overweight from Neutral in a note Thursday, saying the company’s push into frontier artificial intelligence models and AI agents opens a new avenue for growth beyond advertising.

Investing.com -- U.S. stock futures fell early Tuesday, kicking off a shortened trading week as Wall Street monitored the U.S.-Iran conflict alongside rising trade tensions between Canada and the U.S. Futures tied to the Dow Jones Industrial Average fell 0.8% by 05:30 ET (09:30 GMT). S&P 500 futures fell 0.3% and Nasdaq-100 futures slipped 0.1%. U.S. markets were closed Monday for Labor Day.

Shares of Robinhood jumped 15.2% Thursday on a more favorable outlook for the company and after several analysts published positive reports about the brokerage firm’s stock in recent days. Analysts from Morgan Stanley and Scotiabank upgraded Robinhood this week. A Piper Sandler analyst raised his price target as well.

Energy innovators NXT and POWL are rising on demand for data center stocks and analysts upgrades at Guggenheim and GLJ.

AI is supplanting the consumer as the driver of US economic growth.

On June 18, 2026, Marvell Technology drew investor attention with a price upgrade and renewed AI confidence.

On May 26, 2026, Micron’s AI-fueled leap helped propel chips and tech higher even as old-line blue chips lost ground.