Editorial companion

What stands out

The week opened with analysts swinging: Compass Point upgraded Coinbase (COIN) while Evercore ISI downgraded Hewlett Packard Enterprise (HPE), a contrast Diane King Hall called out on Schwab Network. Those moves matter because they reveal where sell‑side conviction meets market momentum, Coinbase's upgrade comes while the company is showing massive year‑over‑year net income swings, and HPE's downgrade flags lingering doubt about the AI infrastructure story even as traders have bid the shares higher.