|
NVDA
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$96.91
|
+1.9%
|
+2.0%
|
+3.9%
|
+3.6%
|
+4.3%
|
-2.1%
|
|
AMZN
|
Consumer Cyclical |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$2.9T
|
$167.32
|
+1.5%
|
+3.5%
|
+4.3%
|
+3.3%
|
+1.3%
|
-0.7%
|
|
AVGO
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.0T
|
$166.21
|
+0.7%
|
+2.0%
|
+4.3%
|
+6.4%
|
+2.2%
|
+0.1%
|
|
META
|
Communication Services |
Roth Capital |
Maintains
|
Buy
→
Buy
|
—
|
$1.6T
|
$484.66
|
+1.5%
|
+3.2%
|
+4.0%
|
+2.5%
|
+2.6%
|
+0.5%
|
|
TSLA
|
Consumer Cyclical |
BofA Securities |
Maintains
|
Neutral
→
Neutral
|
—
|
$1.4T
|
$227.50
|
+1.5%
|
+4.6%
|
+5.4%
|
+3.5%
|
+9.8%
|
+0.3%
|
|
MU
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$786.1B
|
$66.74
|
+1.2%
|
+5.2%
|
+3.9%
|
+6.2%
|
+3.0%
|
-1.5%
|
|
AMD
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$732.2B
|
$85.56
|
+0.7%
|
+0.8%
|
+4.8%
|
+4.5%
|
+2.3%
|
-0.3%
|
|
AMD
|
Technology |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$732.2B
|
$85.56
|
+0.7%
|
+0.8%
|
+4.8%
|
+4.5%
|
+2.3%
|
-0.3%
|
|
INTC
|
Technology |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$538.0B
|
$18.84
|
+1.2%
|
+3.6%
|
+5.5%
|
+4.4%
|
-6.7%
|
+2.3%
|
|
INTC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$538.0B
|
$18.84
|
+1.2%
|
+3.6%
|
+5.5%
|
+4.4%
|
-6.7%
|
+2.3%
|
|
CSCO
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$461.3B
|
$54.37
|
+1.6%
|
+1.2%
|
+1.1%
|
+1.2%
|
+0.7%
|
+0.2%
|
|
UNH
|
Healthcare |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$354.2B
|
$425.33
|
-0.2%
|
+0.4%
|
+0.2%
|
-0.9%
|
-1.3%
|
+0.3%
|
|
UNH
|
Healthcare |
HSBC |
Downgrade
|
Buy
→
Hold
|
—
|
$354.2B
|
$425.33
|
-0.2%
|
+0.4%
|
+0.2%
|
-0.9%
|
-1.3%
|
+0.3%
|
|
LRCX
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$352.7B
|
$62.39
|
+0.9%
|
+1.7%
|
+5.1%
|
+6.2%
|
+0.7%
|
+0.2%
|
|
PG
|
Consumer Defensive |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$346.8B
|
$165.75
|
+0.1%
|
+1.3%
|
-1.3%
|
-3.7%
|
+0.9%
|
+0.5%
|
|
AMAT
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$344.9B
|
$135.56
|
+1.2%
|
+2.0%
|
+3.8%
|
+4.6%
|
+0.9%
|
-0.5%
|
|
TXN
|
Technology |
Barclays |
Downgrade
|
Equal Weight
→
Underweight
|
—
|
$276.0B
|
$145.61
|
+0.2%
|
+0.8%
|
+3.7%
|
+6.6%
|
+0.5%
|
-0.3%
|
|
ARM
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$272.9B
|
$96.83
|
+1.4%
|
+3.8%
|
+4.6%
|
+6.5%
|
+1.2%
|
-1.1%
|
|
KLAC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$232.8B
|
$620.80
|
+0.9%
|
+2.5%
|
+3.3%
|
+4.9%
|
+0.8%
|
-0.1%
|
|
AXP
|
Financial Services |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$215.6B
|
$242.51
|
+1.9%
|
+4.1%
|
+3.1%
|
+2.8%
|
-0.9%
|
+0.1%
|