|
NVDA
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$5.32
|
+3.0%
|
-3.4%
|
+3.5%
|
+17.1%
|
-1.4%
|
+4.7%
|
|
AAPL
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$4.5T
|
$61.20
|
+1.0%
|
-6.4%
|
-2.1%
|
+10.0%
|
-0.6%
|
+5.3%
|
|
TSLA
|
Consumer Cyclical |
Baird |
Maintains
|
Neutral
→
Neutral
|
—
|
$1.4T
|
$28.51
|
+2.5%
|
-0.0%
|
+1.6%
|
+16.3%
|
+6.8%
|
-2.1%
|
|
JPM
|
Financial Services |
DZ BankD |
Upgrade
|
Hold
→
Buy
|
—
|
$826.1B
|
$85.30
|
+1.2%
|
-2.1%
|
-5.4%
|
+11.9%
|
+3.7%
|
+7.0%
|
|
MU
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$786.1B
|
$36.29
|
+4.1%
|
-0.5%
|
+5.9%
|
+13.1%
|
-1.8%
|
+5.4%
|
|
AMD
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$732.2B
|
$39.82
|
+4.2%
|
-0.5%
|
+5.1%
|
+11.0%
|
-3.4%
|
+6.4%
|
|
AMD
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$732.2B
|
$39.82
|
+4.2%
|
-0.5%
|
+5.1%
|
+11.0%
|
-3.4%
|
+6.4%
|
|
XOM
|
Energy |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$699.8B
|
$34.43
|
+1.2%
|
-4.9%
|
-3.9%
|
+12.7%
|
+5.2%
|
+4.1%
|
|
ASML
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$602.8B
|
$214.03
|
+5.2%
|
+1.0%
|
+7.9%
|
+11.6%
|
+0.7%
|
+5.3%
|
|
INTC
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$538.0B
|
$45.94
|
+1.2%
|
-0.2%
|
+8.2%
|
+5.7%
|
-2.2%
|
+8.3%
|
|
ORCL
|
Technology |
JP MorganA |
Upgrade
|
Neutral
→
Overweight
|
—
|
$520.1B
|
$45.07
|
-0.1%
|
+1.3%
|
-3.2%
|
+8.3%
|
-4.0%
|
+9.9%
|
|
CVX
|
Energy |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$366.1B
|
$57.39
|
+3.7%
|
+3.5%
|
-8.7%
|
+22.7%
|
+4.1%
|
+10.3%
|
|
UNH
|
Healthcare |
Deutsche BankB |
Upgrade
|
Hold
→
Buy
|
—
|
$354.2B
|
$219.80
|
+1.5%
|
-6.0%
|
-5.7%
|
+12.8%
|
+6.7%
|
+8.9%
|
|
KO
|
Consumer Defensive |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$353.3B
|
$41.83
|
+0.3%
|
-8.4%
|
-1.9%
|
+5.0%
|
+5.5%
|
+6.4%
|
|
LRCX
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$352.7B
|
$19.50
|
+2.6%
|
-3.6%
|
+2.7%
|
+19.5%
|
+1.3%
|
+11.4%
|
|
LRCX
|
Technology |
MizuhoC |
Upgrade
|
Neutral
→
Buy
|
—
|
$352.7B
|
$19.50
|
+2.6%
|
-3.6%
|
+2.7%
|
+19.5%
|
+1.3%
|
+11.4%
|
|
AMAT
|
Technology |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$344.9B
|
$40.19
|
+3.2%
|
-5.5%
|
+5.7%
|
+12.4%
|
-0.9%
|
+10.0%
|
|
AMAT
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$344.9B
|
$40.19
|
+3.2%
|
-5.5%
|
+5.7%
|
+12.4%
|
-0.9%
|
+10.0%
|
|
KLAC
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$127.36
|
+1.8%
|
-10.5%
|
+2.1%
|
+17.2%
|
+0.8%
|
+8.9%
|
|
AXP
|
Financial Services |
Nomura |
Maintains
|
Buy
→
Buy
|
—
|
$215.6B
|
$77.07
|
+2.5%
|
-3.8%
|
-7.0%
|
+21.9%
|
+7.3%
|
+3.5%
|