---
title: "Rating Divergence: AI Infrastructure Spurs Upgrades, Intel and Criteo Downgraded"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286811696.md"
description: "Recent analyst rating adjustments show a clear divergence in the semiconductor and logistics sectors. Micron Tech received a \"Buy\" rating due to demand for AI infrastructure, while FedEx's rating was upgraded to \"Hold.\" In contrast, Intel was downgraded to \"Hold\" due to a significant rise in its stock price, and Criteo was lowered to \"Neutral\" due to weak advertising spending"
datetime: "2026-05-18T19:45:49.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286811696.md)
  - [en](https://longbridge.com/en/news/286811696.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286811696.md)
---

# Rating Divergence: AI Infrastructure Spurs Upgrades, Intel and Criteo Downgraded

Seeking Alpha recently released a series of analyst rating adjustments, showing significant divergence in the semiconductor and logistics sectors.

AI infrastructure demand drives Micron upgrade

Micron Technology received a "Buy" rating from JR Research analysts. The analysts pointed out that unprecedented AI capital expenditures and a surge in demand for high-bandwidth memory will be transformative factors driving Micron's long-term growth.

FedEx rating upgraded to "Hold"

FedEx's rating was upgraded by Vinay Utham, CFA, from "Sell" to "Hold." The analyst believes that the upcoming spin-off of FedEx Freight, expected to be completed by June 2026, along with recent cost-cutting measures, has rebalanced the company's risk/reward profile. The sum-of-the-parts valuation indicates that the current stock price fully reflects the expectations of "easy profits."

Intel downgraded after massive surge

Intel was downgraded by Oriental Trader from "Buy" to "Hold." The analyst noted that since early 2025, Intel's stock price has experienced an astonishing increase of about 393%, and the market's optimism regarding the company's turnaround has been fully reflected in its approximately $546 billion market capitalization. However, other Wall Street firms are still raising their target prices based on the growth in AI CPU demand.

Weak advertising spending drags down Criteo

Criteo was downgraded to "Neutral" by Gary Alexander. The company's first-quarter performance and subsequent downward revision of its full-year guidance indicate a weakening position in the advertising space, with reduced client media spending being the main drag, overshadowing its still attractive valuation and the benefits of new product integration

### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [CRTO.US](https://longbridge.com/en/quote/CRTO.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [FDX.US](https://longbridge.com/en/quote/FDX.US.md)
- [SMH.US](https://longbridge.com/en/quote/SMH.US.md)
- [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md)
- [PSI.US](https://longbridge.com/en/quote/PSI.US.md)
- [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md)
- [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md)
- [XSD.US](https://longbridge.com/en/quote/XSD.US.md)
- [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md)
- [INTW.US](https://longbridge.com/en/quote/INTW.US.md)

## Related News & Research

- [Jim Cramer Just Identified an AI Infrastructure Supplier Yet to Fully Price in April’s Compute Demand Surge](https://longbridge.com/en/news/286285641.md)
- [Tiger Global’s $180M Intel bet fuels AI-era optimism](https://longbridge.com/en/news/286868190.md)
- [Why Is Intel Stock Falling Thursday?](https://longbridge.com/en/news/286412615.md)
- [Forget Nvidia: New Memory-Focused ETF Soars 90% As CEO Calls Chips AI's 'Biggest Bottleneck'](https://longbridge.com/en/news/286257549.md)
- [Micron Stock (MU) Surges 154% YTD; Do Analysts See More Upside?](https://longbridge.com/en/news/286651011.md)