|
NVDA
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$17.32
|
-1.7%
|
-1.7%
|
-2.9%
|
+7.6%
|
+1.1%
|
+1.0%
|
|
GOOGL
|
Communication Services |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$4.7T
|
$107.90
|
+0.5%
|
-0.4%
|
-2.3%
|
+7.7%
|
+1.0%
|
+1.8%
|
|
GOOG
|
Communication Services |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$4.7T
|
$108.36
|
+0.5%
|
-0.1%
|
-2.6%
|
+7.7%
|
+0.9%
|
+1.8%
|
|
MSFT
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$3.1T
|
$260.36
|
+0.2%
|
-0.6%
|
-2.7%
|
+6.7%
|
+2.9%
|
+1.6%
|
|
AMZN
|
Consumer Cyclical |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$122.42
|
+0.2%
|
-1.0%
|
-5.2%
|
+5.4%
|
+1.1%
|
+10.4%
|
|
META
|
Communication Services |
Mizuho |
Maintains
|
Buy
→
Buy
|
—
|
$1.6T
|
$169.27
|
-0.2%
|
-1.5%
|
-4.5%
|
+6.6%
|
-5.2%
|
-1.0%
|
|
META
|
Communication Services |
Rosenblatt |
Maintains
|
Neutral
→
Neutral
|
—
|
$1.6T
|
$169.27
|
-0.2%
|
-1.5%
|
-4.5%
|
+6.6%
|
-5.2%
|
-1.0%
|
|
WMT
|
Consumer Defensive |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$1.1T
|
$44.07
|
+0.1%
|
-0.1%
|
-7.6%
|
+3.8%
|
+2.5%
|
+1.8%
|
|
V
|
Financial Services |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$648.6B
|
$213.70
|
+0.4%
|
+0.3%
|
-0.8%
|
-1.0%
|
+0.4%
|
+0.4%
|
|
UNH
|
Healthcare |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$354.2B
|
$521.41
|
+0.9%
|
+1.5%
|
+0.4%
|
+0.6%
|
+1.3%
|
+0.2%
|
|
LRCX
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$352.7B
|
$46.40
|
-3.0%
|
-1.4%
|
-2.3%
|
+4.6%
|
+3.7%
|
+3.2%
|
|
LRCX
|
Technology |
Barclays |
Downgrade
|
Overweight
→
Equal Weight
|
—
|
$352.7B
|
$46.40
|
-3.0%
|
-1.4%
|
-2.3%
|
+4.6%
|
+3.7%
|
+3.2%
|
|
LRCX
|
Technology |
B. Riley Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$352.7B
|
$46.40
|
-3.0%
|
-1.4%
|
-2.3%
|
+4.6%
|
+3.7%
|
+3.2%
|
|
PG
|
Consumer Defensive |
Raymond James |
Maintains
|
Outperform
→
Outperform
|
—
|
$346.8B
|
$143.02
|
-0.2%
|
+0.7%
|
+0.2%
|
+0.9%
|
+1.7%
|
-6.2%
|
|
AMAT
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$101.67
|
-1.1%
|
-0.7%
|
-2.1%
|
+4.6%
|
+1.6%
|
+0.8%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$101.67
|
-1.1%
|
-0.7%
|
-2.1%
|
+4.6%
|
+1.6%
|
+0.8%
|
|
KLAC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$354.02
|
-1.6%
|
-1.0%
|
-1.3%
|
+4.4%
|
+2.4%
|
+3.7%
|
|
KLAC
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$354.02
|
-1.6%
|
-1.0%
|
-1.3%
|
+4.4%
|
+2.4%
|
+3.7%
|
|
AXP
|
Financial Services |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$215.6B
|
$153.01
|
+0.8%
|
+0.5%
|
-2.6%
|
+1.2%
|
+0.3%
|
+1.2%
|
|
AXP
|
Financial Services |
Stephens & Co. |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$215.6B
|
$153.01
|
+0.8%
|
+0.5%
|
-2.6%
|
+1.2%
|
+0.3%
|
+1.2%
|