Goldman Bullish on Arista and Dell Networks, BofA Sees Upside for Nvidia Amid AI Growth, MongoDB and Palantir Get Downgrades
• Goldman Sachs upbeat on AI networking leaders Arista Networks and Dell, sees continued outperformance • BofA bullish on Nvidia's "genAI dominance"; initiates with $410 target • Morgan Stanley discusses hurdles to AI regulation after talks with Stanford experts • MongoDB and Palantir cut by UBS and Jefferies as 2023 AI beneficiaries • William Blair initiates UiPath with Outperform on leadership in workflow automation