AI Stocks Recover as Goldman Upgrades CoreWeave, JPMorgan Drops Intel Sell Rating

AI-related stocks bounced after a rough stretch, with CoreWeave getting an upgrade from Goldman Sachs and Intel rising after JPMorgan removed its sell rating. The moves came days after CoreWeave had dropped 20% over the prior week in what analysts described as a multifaceted selloff. The recovery matters because it tests whether the pullback in AI infrastructure names was a temporary shakeout or the start of a broader repricing of capital-intensive AI bets. Bank upgrades carry weight here because they can shift sentiment quickly among investors who had been rotating out of the group. What's unresolved is whether the rebound holds once the next round of AI capital-spending data and earnings arrives, since the sector's recent volatility suggests sentiment remains fragile.