|
NVDA
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$5.43
|
-7.9%
|
-6.6%
|
+4.9%
|
-3.4%
|
+3.5%
|
+17.1%
|
|
GOOGL
|
Communication Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$4.7T
|
$55.90
|
-5.2%
|
-2.4%
|
+1.9%
|
-3.9%
|
-1.3%
|
+7.2%
|
|
GOOG
|
Communication Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$4.7T
|
$55.99
|
-5.6%
|
-2.1%
|
+1.7%
|
-3.8%
|
-1.5%
|
+7.4%
|
|
AAPL
|
Technology |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.5T
|
$63.22
|
-5.2%
|
-2.5%
|
-0.8%
|
-6.4%
|
-2.1%
|
+10.0%
|
|
AAPL
|
Technology |
Goldman Sachs |
Maintains
|
Neutral
→
Neutral
|
—
|
$4.5T
|
$63.22
|
-5.2%
|
-2.5%
|
-0.8%
|
-6.4%
|
-2.1%
|
+10.0%
|
|
TSLA
|
Consumer Cyclical |
BofA SecuritiesA |
Upgrade
|
Underperform
→
Neutral
|
—
|
$1.4T
|
$28.68
|
-9.6%
|
-16.0%
|
+18.4%
|
-0.0%
|
+1.6%
|
+16.3%
|
|
WMT
|
Consumer Defensive |
Credit SuisseB |
Upgrade
|
Neutral
→
Outperform
|
—
|
$1.1T
|
$39.75
|
-3.6%
|
+2.8%
|
-2.5%
|
-4.6%
|
+0.3%
|
+0.7%
|
|
MU
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$786.1B
|
$37.38
|
-8.3%
|
-7.2%
|
+4.6%
|
-0.5%
|
+5.9%
|
+13.1%
|
|
V
|
Financial Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$648.6B
|
$157.89
|
-6.0%
|
-6.0%
|
+2.5%
|
-3.6%
|
-7.6%
|
+13.8%
|
|
INTC
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$538.0B
|
$50.08
|
-6.7%
|
-4.9%
|
-3.5%
|
-0.2%
|
+8.2%
|
+5.7%
|
|
CAT
|
Industrials |
UBSB |
Upgrade
|
Sell
→
Neutral
|
—
|
$409.2B
|
$100.20
|
-6.2%
|
-0.1%
|
+2.9%
|
-7.3%
|
-3.8%
|
+10.3%
|
|
LRCX
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$352.7B
|
$22.93
|
-11.3%
|
-15.4%
|
+0.5%
|
-3.6%
|
+2.7%
|
+19.5%
|
|
LRCX
|
Technology |
Deutsche Bank |
Maintains
|
Hold
→
Hold
|
—
|
$352.7B
|
$22.93
|
-11.3%
|
-15.4%
|
+0.5%
|
-3.6%
|
+2.7%
|
+19.5%
|
|
LRCX
|
Technology |
B. Riley Securities |
Maintains
|
Buy
→
Buy
|
—
|
$352.7B
|
$22.93
|
-11.3%
|
-15.4%
|
+0.5%
|
-3.6%
|
+2.7%
|
+19.5%
|
|
LRCX
|
Technology |
B. Riley FBR |
Maintains
|
Buy
→
Buy
|
—
|
$352.7B
|
$22.93
|
-11.3%
|
-15.4%
|
+0.5%
|
-3.6%
|
+2.7%
|
+19.5%
|
|
AMAT
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$44.86
|
-9.6%
|
-12.7%
|
+2.6%
|
-5.5%
|
+5.7%
|
+12.4%
|
|
PM
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$298.5B
|
$73.99
|
-5.0%
|
-12.3%
|
+2.3%
|
-8.0%
|
-1.8%
|
+6.0%
|
|
TXN
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$276.0B
|
$106.15
|
-5.7%
|
-5.8%
|
+1.6%
|
-3.9%
|
+0.9%
|
+7.0%
|
|
KLAC
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$149.63
|
-11.6%
|
-11.8%
|
-3.5%
|
-10.5%
|
+2.1%
|
+17.2%
|
|
QCOM
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$216.1B
|
$68.86
|
-7.7%
|
-11.1%
|
+6.2%
|
-6.3%
|
+2.7%
|
+4.7%
|