|
NVDA
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$19.73
|
+1.1%
|
+3.6%
|
+1.2%
|
+1.8%
|
-1.2%
|
-0.6%
|
|
AMZN
|
Consumer Cyclical |
Wolfe Research |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$159.49
|
+0.5%
|
+1.0%
|
+1.3%
|
+1.2%
|
-0.4%
|
-1.3%
|
|
BABA
|
Consumer Cyclical |
CLSA |
Maintains
|
Buy
→
Buy
|
—
|
$324.7B
|
$139.63
|
-0.2%
|
+2.5%
|
+0.7%
|
+8.3%
|
+3.5%
|
+1.5%
|
|
GS
|
Financial Services |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$295.0B
|
$374.15
|
+1.1%
|
+3.1%
|
+0.6%
|
+0.7%
|
+0.6%
|
-1.9%
|
|
TXN
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$276.0B
|
$190.40
|
+1.0%
|
+1.8%
|
+0.3%
|
+0.5%
|
-0.0%
|
-1.0%
|
|
QCOM
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$216.1B
|
$126.68
|
-0.4%
|
+0.7%
|
+0.4%
|
-0.2%
|
-1.0%
|
-1.3%
|
|
IBM
|
Technology |
Credit Suisse |
Maintains
|
Outperform
→
Outperform
|
—
|
$210.9B
|
$137.65
|
+0.4%
|
-0.7%
|
-0.5%
|
-0.4%
|
+1.0%
|
-0.6%
|
|
MCD
|
Consumer Cyclical |
Deutsche Bank |
Maintains
|
Buy
→
Buy
|
—
|
$201.2B
|
$243.08
|
+0.4%
|
+0.9%
|
+0.8%
|
+0.5%
|
-0.2%
|
-0.5%
|
|
SCHW
|
Financial Services |
Atlantic Equities |
Maintains
|
Overweight
→
Overweight
|
—
|
$163.1B
|
$73.23
|
+0.6%
|
+3.6%
|
-0.3%
|
+0.9%
|
+1.2%
|
-0.9%
|
|
ISRG
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$160.2B
|
$323.50
|
+0.8%
|
+2.0%
|
+1.5%
|
+1.0%
|
-2.9%
|
-1.3%
|
|
SPGI
|
Financial Services |
Raymond James |
Maintains
|
Outperform
→
Outperform
|
—
|
$125.2B
|
$415.85
|
+0.9%
|
+2.2%
|
+0.6%
|
+1.2%
|
-0.7%
|
-0.3%
|
|
SBUX
|
Consumer Cyclical |
OTR Global |
Downgrade
|
Positive
→
Mixed
|
—
|
$121.3B
|
$111.46
|
-0.3%
|
-0.5%
|
+0.7%
|
+0.5%
|
-0.9%
|
-0.3%
|
|
EQIX
|
Real Estate |
Credit Suisse |
Downgrade
|
Outperform
→
Neutral
|
—
|
$102.9B
|
$785.61
|
-1.5%
|
-3.3%
|
+0.3%
|
+0.5%
|
-2.0%
|
-0.1%
|
|
COF
|
Financial Services |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$98.5B
|
$166.11
|
+1.2%
|
+1.6%
|
-0.5%
|
+0.0%
|
+0.5%
|
-1.6%
|
|
DUK
|
Utilities |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$96.8B
|
$100.76
|
+0.1%
|
-0.6%
|
+1.7%
|
-0.9%
|
-0.4%
|
-0.8%
|
|
KKR
|
Financial Services |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$88.8B
|
$60.27
|
+0.9%
|
+2.7%
|
-0.0%
|
+2.5%
|
+3.4%
|
-0.1%
|
|
EPD
|
Energy |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$87.1B
|
$22.63
|
+1.5%
|
+2.1%
|
-0.9%
|
+1.0%
|
+1.7%
|
-0.0%
|
|
VLO
|
Energy |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$81.1B
|
$75.02
|
+1.5%
|
-1.0%
|
+1.4%
|
+0.7%
|
+3.6%
|
-1.0%
|
|
MCO
|
Financial Services |
Raymond James |
Maintains
|
Outperform
→
Outperform
|
—
|
$78.2B
|
$349.73
|
+0.6%
|
+1.6%
|
+0.7%
|
+1.4%
|
-0.2%
|
-0.6%
|
|
GM
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$70.7B
|
$53.98
|
+0.4%
|
+0.7%
|
-0.8%
|
+4.7%
|
+3.8%
|
-0.8%
|