|
CVX
|
Energy |
Morgan Stanley |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$366.1B
|
$170.90
|
-2.7%
|
-2.4%
|
-5.1%
|
-0.4%
|
+1.7%
|
+0.8%
|
|
AMAT
|
Technology |
Susquehanna |
Maintains
|
Neutral
→
Neutral
|
—
|
$344.9B
|
$123.64
|
+0.1%
|
-2.8%
|
+3.6%
|
+4.9%
|
+1.2%
|
+2.4%
|
|
BABA
|
Consumer Cyclical |
JP Morgan |
Downgrade
|
Overweight
→
Underweight
|
—
|
$324.7B
|
$86.71
|
-6.9%
|
-10.3%
|
-1.3%
|
+36.8%
|
-4.4%
|
+7.9%
|
|
C
|
Financial Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$232.5B
|
$54.16
|
+1.0%
|
+0.1%
|
+1.6%
|
+3.1%
|
+0.9%
|
+0.1%
|
|
TMUS
|
Communication Services |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$218.8B
|
$124.57
|
-0.2%
|
-0.4%
|
+1.8%
|
+1.2%
|
+0.9%
|
-1.4%
|
|
WDC
|
Technology |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$163.6B
|
$34.23
|
+0.0%
|
-1.8%
|
+3.3%
|
+5.0%
|
+1.3%
|
+0.9%
|
|
PDD
|
Consumer Cyclical |
JP Morgan |
Downgrade
|
Overweight
→
Underweight
|
—
|
$144.3B
|
$32.13
|
-12.9%
|
-20.5%
|
+7.0%
|
+56.1%
|
-7.6%
|
+8.2%
|
|
UL
|
Consumer Defensive |
BernsteinC |
Upgrade
|
Underperform
→
Market Perform
|
—
|
$125.6B
|
$49.49
|
+1.2%
|
+0.9%
|
+0.1%
|
+1.6%
|
+0.5%
|
-0.1%
|
|
ACN
|
Technology |
TD Cowen |
Maintains
|
Outperform
→
Outperform
|
—
|
$113.3B
|
$311.58
|
-0.8%
|
-1.3%
|
+2.8%
|
+2.7%
|
-1.7%
|
+1.4%
|
|
TT
|
Industrials |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$100.2B
|
$148.83
|
+0.6%
|
+1.6%
|
+0.7%
|
+2.8%
|
+0.6%
|
+0.8%
|
|
FDX
|
Industrials |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$91.1B
|
$213.18
|
-0.3%
|
-1.0%
|
+2.4%
|
+4.5%
|
+0.9%
|
-4.0%
|
|
VLO
|
Energy |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$81.1B
|
$91.67
|
-0.8%
|
-1.2%
|
-6.8%
|
+0.6%
|
+4.9%
|
+1.5%
|
|
EOG
|
Energy |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$77.8B
|
$116.68
|
+1.2%
|
-0.7%
|
-1.7%
|
-0.7%
|
+4.3%
|
-1.8%
|
|
NOK
|
Technology |
Raymond JamesA |
Upgrade
|
Market Perform
→
Outperform
|
—
|
$75.2B
|
$4.81
|
+5.0%
|
+4.4%
|
+1.6%
|
+3.1%
|
+1.1%
|
+0.2%
|
|
NTES
|
Technology |
JP Morgan |
Downgrade
|
Overweight
→
Underweight
|
—
|
$73.9B
|
$79.09
|
-9.9%
|
-9.6%
|
+3.8%
|
+25.7%
|
-8.8%
|
+6.0%
|
|
TDG
|
Industrials |
Jefferies |
Maintains
|
Buy
→
Buy
|
—
|
$68.6B
|
$623.99
|
+0.2%
|
-0.9%
|
+4.5%
|
+1.5%
|
+1.1%
|
-0.3%
|
|
RCL
|
Consumer Cyclical |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$67.5B
|
$68.43
|
-0.5%
|
-0.5%
|
+3.8%
|
+5.4%
|
+0.6%
|
+1.6%
|
|
AEP
|
Utilities |
Seaport Global |
Downgrade
|
Buy
→
Neutral
|
—
|
$67.0B
|
$95.54
|
-0.1%
|
-0.8%
|
+1.4%
|
-1.1%
|
-0.1%
|
-0.9%
|
|
NKE
|
Consumer Cyclical |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$63.1B
|
$122.63
|
-0.9%
|
-4.1%
|
+1.6%
|
+4.8%
|
+1.8%
|
+3.0%
|
|
AFL
|
Financial Services |
Jefferies |
Maintains
|
Hold
→
Hold
|
—
|
$62.4B
|
$59.96
|
+1.3%
|
+1.5%
|
+0.7%
|
+2.2%
|
+0.4%
|
+0.1%
|