|
NVDA
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.4T
|
$144.69
|
-0.1%
|
-0.4%
|
+0.9%
|
-1.1%
|
+0.2%
|
+2.6%
|
|
TSM
|
Technology |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$2.0T
|
$215.68
|
-0.8%
|
-0.8%
|
-0.2%
|
-1.9%
|
+0.4%
|
+4.6%
|
|
COST
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$486.8B
|
$984.36
|
-0.1%
|
-0.7%
|
-0.3%
|
+0.6%
|
+2.5%
|
-0.3%
|
|
LRCX
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$352.7B
|
$93.41
|
-0.1%
|
-0.8%
|
-0.5%
|
-1.9%
|
+1.2%
|
+4.4%
|
|
KLAC
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$232.8B
|
$892.38
|
-0.3%
|
+0.1%
|
-2.4%
|
-2.4%
|
+0.7%
|
+3.8%
|
|
QCOM
|
Technology |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$216.1B
|
$156.87
|
-0.1%
|
-1.5%
|
-0.5%
|
-1.5%
|
+1.2%
|
+1.7%
|
|
BLK
|
Financial Services |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$173.9B
|
$982.10
|
-0.6%
|
-1.3%
|
+1.1%
|
-0.5%
|
+1.2%
|
+1.9%
|
|
WDC
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$163.6B
|
$57.41
|
+1.2%
|
+2.0%
|
+1.1%
|
+0.2%
|
+1.8%
|
+2.8%
|
|
VRTX
|
Healthcare |
RBC Capital |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$112.1B
|
$450.91
|
-0.3%
|
-2.0%
|
+1.5%
|
-1.7%
|
+0.6%
|
+1.5%
|
|
FTNT
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$95.5B
|
$101.95
|
-0.4%
|
+0.9%
|
-2.0%
|
-1.0%
|
+3.3%
|
+1.2%
|
|
SPOT
|
Communication Services |
Pivotal Research |
Maintains
|
Buy
→
Buy
|
—
|
$93.0B
|
$715.57
|
+0.3%
|
+0.8%
|
-1.5%
|
-0.4%
|
+3.4%
|
+2.6%
|
|
FDX
|
Industrials |
Stephens & Co. |
Maintains
|
Overweight
→
Overweight
|
—
|
$91.1B
|
$226.77
|
-0.7%
|
-1.9%
|
+0.3%
|
+1.2%
|
+1.4%
|
+0.1%
|
|
ADP
|
Industrials |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$90.2B
|
$307.91
|
+0.3%
|
-0.1%
|
-0.3%
|
-0.2%
|
+1.3%
|
+0.4%
|
|
HOOD
|
Financial Services |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$68.1B
|
$76.75
|
-0.8%
|
-2.3%
|
+4.5%
|
+0.2%
|
-2.7%
|
+7.4%
|
|
DLR
|
Real Estate |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$65.5B
|
$176.06
|
-0.1%
|
+0.0%
|
+0.3%
|
-0.7%
|
+1.1%
|
+0.2%
|
|
SPG
|
Real Estate |
Scotiabank |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$65.5B
|
$157.86
|
-0.1%
|
-0.5%
|
-0.0%
|
+0.1%
|
+1.2%
|
+0.7%
|
|
NKE
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$63.1B
|
$61.90
|
-1.0%
|
-3.1%
|
-0.8%
|
+0.5%
|
+1.7%
|
+1.1%
|
|
NKE
|
Consumer Cyclical |
Telsey Advisory Group |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$63.1B
|
$61.90
|
-1.0%
|
-3.1%
|
-0.8%
|
+0.5%
|
+1.7%
|
+1.1%
|
|
NDAQ
|
Financial Services |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$53.0B
|
$86.68
|
-0.4%
|
-0.8%
|
+0.5%
|
-0.3%
|
+0.7%
|
+1.6%
|
|
KR
|
Consumer Defensive |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$46.2B
|
$66.01
|
+0.0%
|
-0.1%
|
-0.7%
|
+9.8%
|
+2.8%
|
-0.8%
|