|
GOOGL
|
Communication Services |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$4.9T
|
$259.92
|
+1.9%
|
+3.6%
|
-0.7%
|
+2.7%
|
+2.5%
|
-0.1%
|
|
GOOG
|
Communication Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$4.9T
|
$260.51
|
+1.9%
|
+3.6%
|
-0.6%
|
+2.5%
|
+2.4%
|
-0.0%
|
|
AAPL
|
Technology |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$4.5T
|
$262.82
|
+0.8%
|
+2.3%
|
+0.1%
|
+0.3%
|
+0.6%
|
-0.4%
|
|
MSFT
|
Technology |
Guggenheim |
Upgrade
|
Neutral
→
Buy
|
—
|
$3.1T
|
$523.61
|
+1.6%
|
+1.5%
|
+2.0%
|
-0.1%
|
-2.9%
|
-1.5%
|
|
TSM
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$2.2T
|
$294.96
|
+1.3%
|
+1.1%
|
+1.1%
|
+1.2%
|
-0.6%
|
-0.9%
|
|
TSLA
|
Consumer Cyclical |
Cantor Fitzgerald |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.6T
|
$433.72
|
+1.4%
|
+4.3%
|
+1.8%
|
+0.2%
|
-4.6%
|
+3.7%
|
|
MU
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$873.0B
|
$219.02
|
+2.6%
|
+0.5%
|
+0.8%
|
+2.1%
|
-1.2%
|
-0.1%
|
|
INTC
|
Technology |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$563.0B
|
$38.28
|
+0.3%
|
+3.3%
|
+5.0%
|
-0.5%
|
-2.9%
|
-0.4%
|
|
BAC
|
Financial Services |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$375.6B
|
$52.57
|
+0.4%
|
+0.9%
|
-0.3%
|
-0.5%
|
+0.9%
|
+0.8%
|
|
PG
|
Consumer Defensive |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$350.3B
|
$152.49
|
-0.6%
|
-0.5%
|
-0.2%
|
-1.7%
|
+0.5%
|
+0.5%
|
|
GE
|
Industrials |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$311.1B
|
$303.87
|
+1.2%
|
+3.0%
|
-1.0%
|
+1.4%
|
-1.1%
|
-0.6%
|
|
GE
|
Industrials |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$311.1B
|
$303.87
|
+1.2%
|
+3.0%
|
-1.0%
|
+1.4%
|
-1.1%
|
-0.6%
|
|
RTX
|
Industrials |
BofA Securities |
Maintains
|
Buy
→
Buy
|
—
|
$238.3B
|
$178.65
|
+0.4%
|
+0.3%
|
-0.3%
|
-1.3%
|
+0.6%
|
+0.6%
|
|
ARM
|
Technology |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$222.3B
|
$170.68
|
+2.2%
|
+4.7%
|
-3.1%
|
-1.6%
|
-2.9%
|
+2.6%
|
|
QCOM
|
Technology |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$221.1B
|
$168.94
|
+0.0%
|
+11.1%
|
-3.5%
|
-1.3%
|
-0.8%
|
+2.1%
|
|
TMUS
|
Communication Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$212.9B
|
$217.77
|
-0.4%
|
+1.3%
|
-0.3%
|
-2.3%
|
-2.0%
|
-0.3%
|
|
NEE
|
Utilities |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$199.9B
|
$84.41
|
-0.5%
|
+1.9%
|
-2.9%
|
-2.2%
|
-0.1%
|
-0.3%
|
|
PANW
|
Technology |
JMP Securities |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$169.0B
|
$217.11
|
+1.2%
|
+1.5%
|
+0.5%
|
-1.9%
|
+0.5%
|
+0.9%
|
|
TJX
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$165.8B
|
$141.91
|
+0.5%
|
+1.0%
|
+0.5%
|
-1.6%
|
+0.4%
|
-1.5%
|
|
SCCO
|
Basic Materials |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$158.0B
|
$128.25
|
+1.3%
|
+2.8%
|
+4.0%
|
+2.4%
|
-1.1%
|
-0.9%
|