|
NVDA
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$13.65
|
-0.5%
|
-1.5%
|
-3.9%
|
+1.0%
|
-0.5%
|
+1.9%
|
|
AAPL
|
Technology |
Cascend |
Maintains
|
Buy
→
Buy
|
—
|
$4.5T
|
$142.92
|
+0.5%
|
+0.2%
|
-0.8%
|
-3.5%
|
-3.7%
|
+1.7%
|
|
AAPL
|
Technology |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$4.5T
|
$142.92
|
+0.5%
|
+0.2%
|
-0.8%
|
-3.5%
|
-3.7%
|
+1.7%
|
|
AAPL
|
Technology |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.5T
|
$142.92
|
+0.5%
|
+0.2%
|
-0.8%
|
-3.5%
|
-3.7%
|
+1.7%
|
|
AVGO
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.0T
|
$46.48
|
-0.5%
|
-0.2%
|
-4.1%
|
+1.6%
|
-0.3%
|
+3.6%
|
|
V
|
Financial Services |
KeyBanc |
Downgrade
|
Overweight
→
Sector Weight
|
—
|
$648.6B
|
$200.98
|
+0.4%
|
+0.5%
|
-3.5%
|
+1.7%
|
-2.5%
|
+2.6%
|
|
JNJ
|
Healthcare |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$558.8B
|
$165.98
|
+2.2%
|
+2.7%
|
-1.5%
|
+0.8%
|
-3.6%
|
-0.3%
|
|
MA
|
Financial Services |
KeyBanc |
Downgrade
|
Overweight
→
Sector Weight
|
—
|
$448.7B
|
$329.19
|
+0.2%
|
-0.5%
|
-3.7%
|
+2.8%
|
-2.5%
|
+1.7%
|
|
BAC
|
Financial Services |
Atlantic EquitiesD |
Upgrade
|
Neutral
→
Overweight
|
—
|
$386.6B
|
$31.16
|
+0.8%
|
-0.7%
|
-3.6%
|
+1.6%
|
-2.2%
|
+1.0%
|
|
LRCX
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$352.7B
|
$56.78
|
+0.4%
|
-2.7%
|
-6.8%
|
-1.5%
|
-4.6%
|
+3.6%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$108.12
|
+0.7%
|
-2.4%
|
-6.6%
|
+2.6%
|
-4.4%
|
+4.7%
|
|
AMAT
|
Technology |
DA DavidsonB |
Upgrade
|
Neutral
→
Buy
|
—
|
$344.9B
|
$108.12
|
+0.7%
|
-2.4%
|
-6.6%
|
+2.6%
|
-4.4%
|
+4.7%
|
|
TXN
|
Technology |
Barclays |
Maintains
|
Underweight
→
Underweight
|
—
|
$276.0B
|
$172.92
|
-0.5%
|
-0.8%
|
-5.0%
|
+3.9%
|
-2.1%
|
+4.1%
|
|
KLAC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$308.90
|
+0.4%
|
-1.7%
|
-6.3%
|
+2.3%
|
-3.8%
|
+4.5%
|
|
QCOM
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$216.1B
|
$164.40
|
-0.1%
|
-1.1%
|
-5.5%
|
+1.2%
|
+0.5%
|
+3.4%
|
|
ADI
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$197.7B
|
$153.72
|
+0.1%
|
+0.8%
|
-4.8%
|
+1.2%
|
-1.3%
|
+3.1%
|
|
ABT
|
Healthcare |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$154.4B
|
$114.72
|
-0.4%
|
+0.0%
|
-0.4%
|
+5.3%
|
+2.7%
|
-0.8%
|
|
WELL
|
Real Estate |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$148.1B
|
$62.56
|
-0.1%
|
-1.2%
|
-3.2%
|
+3.3%
|
-1.9%
|
+3.2%
|
|
PDD
|
Consumer Cyclical |
KeyBanc Capital Markets |
Downgrade
|
Overweight
→
Sector Weight
|
—
|
$144.3B
|
$180.43
|
+0.6%
|
-3.6%
|
-4.4%
|
+1.8%
|
-2.2%
|
+5.0%
|
|
PDD
|
Consumer Cyclical |
KeyBanc |
Downgrade
|
Overweight
→
Sector Weight
|
—
|
$144.3B
|
$180.43
|
+0.6%
|
-3.6%
|
-4.4%
|
+1.8%
|
-2.2%
|
+5.0%
|