|
NVDA
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$10.20
|
+0.7%
|
+3.0%
|
-1.7%
|
+1.1%
|
-3.0%
|
+0.6%
|
|
GOOGL
|
Communication Services |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.7T
|
$75.84
|
-0.1%
|
+3.1%
|
-0.5%
|
+0.6%
|
-3.1%
|
-0.6%
|
|
GOOGL
|
Communication Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$4.7T
|
$75.84
|
-0.1%
|
+3.1%
|
-0.5%
|
+0.6%
|
-3.1%
|
-0.6%
|
|
GOOG
|
Communication Services |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.7T
|
$75.78
|
-0.0%
|
+3.3%
|
-0.5%
|
+0.6%
|
-3.4%
|
-0.3%
|
|
GOOG
|
Communication Services |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$4.7T
|
$75.78
|
-0.0%
|
+3.3%
|
-0.5%
|
+0.6%
|
-3.4%
|
-0.3%
|
|
MSFT
|
Technology |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$3.1T
|
$202.88
|
+1.0%
|
+4.3%
|
-1.3%
|
+1.4%
|
-4.3%
|
-0.6%
|
|
MSFT
|
Technology |
Raymond James |
Maintains
|
Strong Buy
→
Strong Buy
|
—
|
$3.1T
|
$202.88
|
+1.0%
|
+4.3%
|
-1.3%
|
+1.4%
|
-4.3%
|
-0.6%
|
|
MSFT
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$3.1T
|
$202.88
|
+1.0%
|
+4.3%
|
-1.3%
|
+1.4%
|
-4.3%
|
-0.6%
|
|
AMZN
|
Consumer Cyclical |
MKM Partners |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$148.10
|
+1.3%
|
+7.9%
|
-1.8%
|
-1.2%
|
-3.7%
|
+0.8%
|
|
AMZN
|
Consumer Cyclical |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$148.10
|
+1.3%
|
+7.9%
|
-1.8%
|
-1.2%
|
-3.7%
|
+0.8%
|
|
WMT
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.1T
|
$43.91
|
+0.2%
|
-0.2%
|
+0.7%
|
+0.2%
|
-0.8%
|
-0.3%
|
|
AMD
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$732.2B
|
$55.04
|
+0.3%
|
+4.4%
|
-0.8%
|
+8.4%
|
-3.6%
|
+16.5%
|
|
JNJ
|
Healthcare |
Independent Research |
Upgrade
|
Hold
→
Buy
|
—
|
$558.8B
|
$149.35
|
+0.6%
|
+0.2%
|
+0.1%
|
+0.2%
|
-0.3%
|
-1.0%
|
|
CVX
|
Energy |
Raymond James |
Maintains
|
Outperform
→
Outperform
|
—
|
$366.1B
|
$87.19
|
-0.4%
|
-2.2%
|
+7.2%
|
-0.4%
|
-0.0%
|
-1.0%
|
|
LRCX
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$352.7B
|
$34.63
|
+0.0%
|
+2.2%
|
+0.9%
|
+1.4%
|
-2.0%
|
-2.6%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$62.30
|
+0.5%
|
+2.3%
|
+0.1%
|
+0.6%
|
-0.9%
|
-4.7%
|
|
TXN
|
Technology |
Barclays |
Maintains
|
Underweight
→
Underweight
|
—
|
$276.0B
|
$133.89
|
+0.2%
|
+2.0%
|
-0.8%
|
-2.2%
|
-2.6%
|
+0.5%
|
|
TXN
|
Technology |
Morgan Stanley |
Maintains
|
Underweight
→
Underweight
|
—
|
$276.0B
|
$133.89
|
+0.2%
|
+2.0%
|
-0.8%
|
-2.2%
|
-2.6%
|
+0.5%
|
|
KLAC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$197.20
|
+0.1%
|
+2.9%
|
+0.2%
|
+1.2%
|
-1.0%
|
-7.7%
|
|
SAP
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$210.1B
|
$156.28
|
+0.9%
|
+2.2%
|
+1.7%
|
+1.2%
|
-1.9%
|
-1.6%
|