|
NVDA
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$9.03
|
+1.4%
|
-3.4%
|
-2.2%
|
-0.5%
|
+4.6%
|
-0.8%
|
|
AMZN
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$121.84
|
+0.9%
|
-0.6%
|
-0.5%
|
-0.4%
|
+1.7%
|
+1.2%
|
|
MU
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$786.1B
|
$44.94
|
+2.8%
|
+1.9%
|
+8.0%
|
-6.0%
|
+3.1%
|
-3.3%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$54.39
|
+3.5%
|
+1.4%
|
+2.3%
|
-3.1%
|
+2.8%
|
-0.9%
|
|
BABA
|
Consumer Cyclical |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$324.7B
|
$199.70
|
+3.1%
|
+1.0%
|
-0.3%
|
-0.8%
|
+4.0%
|
-0.4%
|
|
BABA
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$324.7B
|
$199.70
|
+3.1%
|
+1.0%
|
-0.3%
|
-0.8%
|
+4.0%
|
-0.4%
|
|
BABA
|
Consumer Cyclical |
Nomura Instinet |
Maintains
|
Buy
→
Buy
|
—
|
$324.7B
|
$199.70
|
+3.1%
|
+1.0%
|
-0.3%
|
-0.8%
|
+4.0%
|
-0.4%
|
|
BABA
|
Consumer Cyclical |
CFRA |
Maintains
|
Hold
→
Hold
|
—
|
$324.7B
|
$199.70
|
+3.1%
|
+1.0%
|
-0.3%
|
-0.8%
|
+4.0%
|
-0.4%
|
|
BABA
|
Consumer Cyclical |
Nomura |
Maintains
|
Buy
→
Buy
|
—
|
$324.7B
|
$199.70
|
+3.1%
|
+1.0%
|
-0.3%
|
-0.8%
|
+4.0%
|
-0.4%
|
|
KLAC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$173.00
|
+2.3%
|
+2.1%
|
+0.1%
|
-1.2%
|
+0.8%
|
+0.0%
|
|
TJX
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$169.5B
|
$53.41
|
+3.0%
|
+3.5%
|
-0.0%
|
-2.2%
|
-2.4%
|
+1.1%
|
|
GILD
|
Healthcare |
SunTrust Robinson HumphreyB |
Upgrade
|
Sell
→
Hold
|
—
|
$163.8B
|
$73.34
|
+0.9%
|
-0.2%
|
+2.4%
|
+0.6%
|
+3.3%
|
-3.4%
|
|
BUD
|
Consumer Defensive |
CFRA |
Maintains
|
Hold
→
Hold
|
—
|
$163.7B
|
$40.90
|
+5.5%
|
+8.6%
|
+6.2%
|
+0.7%
|
-1.3%
|
+4.4%
|
|
DELL
|
Technology |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$160.9B
|
$21.82
|
+3.9%
|
+3.2%
|
+2.5%
|
+0.0%
|
+8.9%
|
-0.6%
|
|
UBER
|
Technology |
Wolfe ResearchB |
Upgrade
|
Peer Perform
→
Outperform
|
—
|
$157.0B
|
$34.83
|
+3.3%
|
-0.8%
|
+0.9%
|
-2.1%
|
+6.4%
|
-1.4%
|
|
COP
|
Energy |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$156.1B
|
$43.28
|
+3.5%
|
+0.9%
|
+2.3%
|
-3.7%
|
-1.9%
|
+2.9%
|
|
DE
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$151.6B
|
$140.71
|
+2.7%
|
+5.2%
|
+3.6%
|
-0.1%
|
-0.7%
|
-2.0%
|
|
ETN
|
Industrials |
BofA Securities |
Downgrade
|
Buy
→
Neutral
|
—
|
$144.8B
|
$78.67
|
+2.0%
|
+4.1%
|
+5.3%
|
-1.3%
|
-0.3%
|
-0.3%
|
|
PDD
|
Consumer Cyclical |
KeyBanc |
Maintains
|
Overweight
→
Overweight
|
—
|
$144.3B
|
$68.70
|
+1.4%
|
-5.5%
|
-7.0%
|
+0.1%
|
+10.8%
|
-1.7%
|
|
PDD
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$144.3B
|
$68.70
|
+1.4%
|
-5.5%
|
-7.0%
|
+0.1%
|
+10.8%
|
-1.7%
|