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As public cloud adoption keeps growing, server and storage revenues for the traditional IT leaders are declining meaningfully.
Here are Wednesday's top research calls, including upgrades for Best Buy, Marathon Petroleum and 3M, and downgrades for Humana and Kellogg.
Here are Thursday's top research calls, including downgrades for Freeport McMoRan, Lowe's and Urban Outfitters, and an upgrade for First Solar.