|
AVGO
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.0T
|
$62.21
|
+0.9%
|
-0.0%
|
-4.0%
|
-0.1%
|
-3.1%
|
-2.4%
|
|
AMD
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$732.2B
|
$137.31
|
+0.9%
|
+0.1%
|
-3.4%
|
+3.1%
|
-3.6%
|
-2.8%
|
|
ABBV
|
Healthcare |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$376.6B
|
$136.97
|
-0.3%
|
+0.2%
|
-2.7%
|
+1.8%
|
+0.7%
|
-1.1%
|
|
UNH
|
Healthcare |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$354.2B
|
$469.00
|
-0.0%
|
+1.0%
|
-1.3%
|
+0.3%
|
-1.6%
|
+0.3%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$152.45
|
+1.5%
|
+4.7%
|
-1.5%
|
+6.2%
|
-8.8%
|
-6.1%
|
|
BABA
|
Consumer Cyclical |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$324.7B
|
$132.19
|
+2.9%
|
+3.9%
|
-4.4%
|
+0.2%
|
-2.3%
|
-0.7%
|
|
TXN
|
Technology |
Barclays |
Maintains
|
Underweight
→
Underweight
|
—
|
$276.0B
|
$184.64
|
+0.7%
|
+0.8%
|
-1.0%
|
+1.6%
|
-2.5%
|
-2.2%
|
|
WFC
|
Financial Services |
Piper SandlerA |
Upgrade
|
Neutral
→
Overweight
|
—
|
$239.9B
|
$56.06
|
+0.6%
|
+0.6%
|
-0.7%
|
+3.7%
|
-2.4%
|
-2.0%
|
|
TMUS
|
Communication Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$218.8B
|
$110.97
|
+0.5%
|
-0.1%
|
-0.7%
|
-1.5%
|
-1.5%
|
-1.4%
|
|
ADI
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$197.7B
|
$173.63
|
+1.0%
|
+0.1%
|
-2.3%
|
+1.3%
|
-3.2%
|
-2.1%
|
|
UNP
|
Industrials |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$161.2B
|
$246.42
|
+0.5%
|
+0.2%
|
+0.3%
|
-0.5%
|
-3.3%
|
+0.6%
|
|
SHOP
|
Technology |
William BlairA |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$131.8B
|
$115.73
|
+2.4%
|
+1.0%
|
-8.9%
|
+3.6%
|
-4.4%
|
-2.2%
|
|
INTU
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$113.1B
|
$578.72
|
+1.1%
|
-0.3%
|
-4.2%
|
-0.4%
|
-2.4%
|
+1.4%
|
|
EQIX
|
Real Estate |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$102.9B
|
$766.88
|
-0.4%
|
-0.3%
|
-2.1%
|
-0.2%
|
-0.5%
|
-1.7%
|
|
UPS
|
Industrials |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$82.3B
|
$211.27
|
+0.3%
|
-0.0%
|
-0.4%
|
-1.9%
|
-0.5%
|
-0.9%
|
|
DDOG
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$78.2B
|
$148.60
|
+1.2%
|
-1.5%
|
-7.7%
|
+2.3%
|
-4.6%
|
-0.7%
|
|
EOG
|
Energy |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$77.8B
|
$102.20
|
+1.1%
|
+0.6%
|
-0.7%
|
+3.6%
|
+0.0%
|
-0.5%
|
|
PSX
|
Energy |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$74.4B
|
$86.15
|
+0.4%
|
+0.2%
|
+0.6%
|
+2.1%
|
+0.1%
|
-1.6%
|
|
DASH
|
Communication Services |
Evercore ISIC |
Upgrade
|
In Line
→
Outperform
|
—
|
$68.0B
|
$143.64
|
+3.3%
|
-2.1%
|
-6.3%
|
-0.2%
|
-2.2%
|
+2.5%
|
|
RKLB
|
Industrials |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$67.6B
|
$10.86
|
+7.0%
|
+5.4%
|
-7.1%
|
-2.1%
|
-3.2%
|
-2.4%
|