|
NVDA
|
Technology |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$5.8T
|
$189.11
|
+1.6%
|
+1.8%
|
-4.9%
|
+2.8%
|
-4.4%
|
-0.1%
|
|
GOOGL
|
Communication Services |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.9T
|
$244.62
|
-0.1%
|
-1.3%
|
-2.1%
|
+3.2%
|
+0.5%
|
+2.3%
|
|
GOOG
|
Communication Services |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$4.9T
|
$245.46
|
-0.2%
|
-1.3%
|
-1.9%
|
+3.0%
|
+0.6%
|
+2.2%
|
|
TSM
|
Technology |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$2.2T
|
$304.52
|
-0.7%
|
-1.5%
|
-6.4%
|
+7.9%
|
-2.3%
|
+3.0%
|
|
META
|
Communication Services |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$1.6T
|
$717.84
|
+0.1%
|
+2.2%
|
-3.8%
|
+1.5%
|
-1.0%
|
+1.3%
|
|
MU
|
Technology |
Goldman Sachs |
Maintains
|
Neutral
→
Neutral
|
—
|
$873.0B
|
$196.54
|
-1.8%
|
-2.1%
|
-5.6%
|
+6.2%
|
-3.0%
|
+2.6%
|
|
XOM
|
Energy |
Scotiabank |
Maintains
|
Sector Outperform
→
Sector Outperform
|
—
|
$657.7B
|
$114.02
|
+0.4%
|
-1.0%
|
-1.9%
|
+1.4%
|
+0.0%
|
-0.6%
|
|
JNJ
|
Healthcare |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$560.7B
|
$189.69
|
+0.2%
|
+0.7%
|
-0.2%
|
+0.1%
|
-0.0%
|
+0.2%
|
|
COST
|
Consumer Defensive |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$463.2B
|
$914.80
|
+1.9%
|
+3.1%
|
-1.4%
|
+0.6%
|
+1.2%
|
+0.9%
|
|
LRCX
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$385.9B
|
$142.54
|
-0.6%
|
-1.1%
|
-6.8%
|
+4.9%
|
+0.4%
|
+4.7%
|
|
ABBV
|
Healthcare |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$373.2B
|
$231.24
|
+0.9%
|
-0.2%
|
-0.1%
|
-0.1%
|
-0.5%
|
-1.3%
|
|
UNH
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$363.2B
|
$369.92
|
+0.7%
|
-0.6%
|
-3.6%
|
+1.2%
|
+0.4%
|
+0.3%
|
|
UNH
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$363.2B
|
$369.92
|
+0.7%
|
-0.6%
|
-3.6%
|
+1.2%
|
+0.4%
|
+0.3%
|
|
UNH
|
Healthcare |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$363.2B
|
$369.92
|
+0.7%
|
-0.6%
|
-3.6%
|
+1.2%
|
+0.4%
|
+0.3%
|
|
AMAT
|
Technology |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$352.8B
|
$217.51
|
-0.2%
|
+1.3%
|
-4.7%
|
+4.5%
|
-0.6%
|
+4.3%
|
|
CVX
|
Energy |
Scotiabank |
Maintains
|
Sector Perform
→
Sector Perform
|
—
|
$346.4B
|
$153.74
|
+0.3%
|
-1.4%
|
-1.8%
|
+2.0%
|
+0.3%
|
-0.2%
|
|
BABA
|
Consumer Cyclical |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$320.2B
|
$181.12
|
-1.4%
|
-4.1%
|
-8.4%
|
+4.9%
|
-2.4%
|
+1.9%
|
|
KLAC
|
Technology |
Goldman Sachs |
Maintains
|
Neutral
→
Neutral
|
—
|
$253.2B
|
$1062.59
|
+0.0%
|
-0.9%
|
-6.7%
|
+4.3%
|
+0.1%
|
+6.0%
|
|
SHEL
|
Energy |
Scotiabank |
Maintains
|
Sector Outperform
→
Sector Outperform
|
—
|
$251.4B
|
$74.12
|
+0.9%
|
-0.8%
|
-2.9%
|
+0.9%
|
-0.6%
|
+0.3%
|
|
ARM
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$222.3B
|
$166.77
|
-1.4%
|
+2.3%
|
-9.3%
|
+11.1%
|
-2.2%
|
+1.5%
|