|
NVDA
|
Technology |
RBC Capital |
Initiates
|
Outperform
|
—
|
$5.1T
|
$183.14
|
+1.8%
|
+2.1%
|
-0.4%
|
-4.4%
|
+2.9%
|
+0.8%
|
|
TSM
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$2.1T
|
$327.11
|
+4.8%
|
+4.4%
|
+0.2%
|
-4.5%
|
-0.3%
|
+0.4%
|
|
AVGO
|
Technology |
Wells Fargo |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$2.0T
|
$339.89
|
+2.7%
|
+0.9%
|
+2.5%
|
-5.4%
|
-1.1%
|
-1.0%
|
|
WMT
|
Consumer Defensive |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$1.0T
|
$120.04
|
-0.1%
|
-0.7%
|
+0.4%
|
-0.8%
|
+0.5%
|
-1.3%
|
|
MU
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$729.3B
|
$333.35
|
+3.6%
|
+1.0%
|
+7.8%
|
+0.6%
|
+6.6%
|
+2.2%
|
|
MU
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$729.3B
|
$333.35
|
+3.6%
|
+1.0%
|
+7.8%
|
+0.6%
|
+6.6%
|
+2.2%
|
|
ASML
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$584.4B
|
$1263.72
|
+7.1%
|
+5.4%
|
+2.0%
|
-2.4%
|
+2.6%
|
+2.6%
|
|
ASML
|
Technology |
KGI Securities |
Upgrade
|
Hold
→
Outperform
|
—
|
$584.4B
|
$1263.72
|
+7.1%
|
+5.4%
|
+2.0%
|
-2.4%
|
+2.6%
|
+2.6%
|
|
INTC
|
Technology |
Citigroup |
Upgrade
|
Sell
→
Neutral
|
—
|
$550.9B
|
$48.72
|
+1.3%
|
-0.8%
|
-2.8%
|
+3.4%
|
+11.7%
|
+0.1%
|
|
BAC
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$374.2B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$374.2B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$374.2B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$374.2B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$374.2B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
NFLX
|
Communication Services |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$371.6B
|
$88.55
|
+0.5%
|
-0.6%
|
-0.1%
|
-0.8%
|
-2.2%
|
-2.1%
|
|
LRCX
|
Technology |
Wells Fargo |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$358.4B
|
$208.79
|
+9.3%
|
+4.2%
|
+2.5%
|
-0.2%
|
+2.7%
|
-3.4%
|
|
AMAT
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$325.8B
|
$301.89
|
+8.7%
|
+5.7%
|
+2.5%
|
-2.7%
|
+2.2%
|
-2.0%
|
|
AMAT
|
Technology |
Barclays |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$325.8B
|
$301.89
|
+8.7%
|
+5.7%
|
+2.5%
|
-2.7%
|
+2.2%
|
-2.0%
|
|
HD
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$321.4B
|
$375.95
|
+0.0%
|
+0.9%
|
+0.3%
|
-1.3%
|
+2.5%
|
-0.9%
|
|
GE
|
Industrials |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$316.2B
|
$318.88
|
+0.5%
|
+0.3%
|
+1.6%
|
-3.9%
|
+2.0%
|
-7.4%
|
|
TXN
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$259.5B
|
$193.45
|
+0.8%
|
-2.2%
|
+1.3%
|
-1.0%
|
+2.5%
|
+0.3%
|
|
WFC
|
Financial Services |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$242.2B
|
$89.25
|
+0.1%
|
-0.3%
|
-0.7%
|
-1.9%
|
-0.6%
|
+2.2%
|
|
WFC
|
Financial Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$242.2B
|
$89.25
|
+0.1%
|
-0.3%
|
-0.7%
|
-1.9%
|
-0.6%
|
+2.2%
|
|
WFC
|
Financial Services |
TD Cowen |
Maintains
|
Hold
→
Hold
|
—
|
$242.2B
|
$89.25
|
+0.1%
|
-0.3%
|
-0.7%
|
-1.9%
|
-0.6%
|
+2.2%
|
|
WFC
|
Financial Services |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$242.2B
|
$89.25
|
+0.1%
|
-0.3%
|
-0.7%
|
-1.9%
|
-0.6%
|
+2.2%
|
|
WFC
|
Financial Services |
Argus |
Maintains
|
Buy
→
Buy
|
—
|
$242.2B
|
$89.25
|
+0.1%
|
-0.3%
|
-0.7%
|
-1.9%
|
-0.6%
|
+2.2%
|
|
KLAC
|
Technology |
Wells Fargo |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$230.3B
|
$1434.50
|
+7.2%
|
+7.7%
|
+1.5%
|
-5.2%
|
+2.3%
|
-1.3%
|
|
C
|
Financial Services |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$225.8B
|
$112.41
|
+1.3%
|
+4.5%
|
+0.5%
|
-4.4%
|
+0.9%
|
+1.6%
|
|
C
|
Financial Services |
RBC Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$225.8B
|
$112.41
|
+1.3%
|
+4.5%
|
+0.5%
|
-4.4%
|
+0.9%
|
+1.6%
|
|
C
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$225.8B
|
$112.41
|
+1.3%
|
+4.5%
|
+0.5%
|
-4.4%
|
+0.9%
|
+1.6%
|
|
ADI
|
Technology |
Wells Fargo |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$199.5B
|
$297.99
|
+1.3%
|
+1.4%
|
-0.6%
|
-1.5%
|
+3.1%
|
+1.2%
|
|
ADI
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$199.5B
|
$297.99
|
+1.3%
|
+1.4%
|
-0.6%
|
-1.5%
|
+3.1%
|
+1.2%
|
|
SNDK
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$198.3B
|
$387.81
|
+2.8%
|
+5.5%
|
+1.1%
|
+9.5%
|
+10.6%
|
+0.4%
|
|
SNDK
|
Technology |
Benchmark |
Maintains
|
Buy
→
Buy
|
—
|
$198.3B
|
$387.81
|
+2.8%
|
+5.5%
|
+1.1%
|
+9.5%
|
+10.6%
|
+0.4%
|
|
NEE
|
Utilities |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$194.6B
|
$81.98
|
+0.0%
|
+0.3%
|
+1.8%
|
-0.1%
|
+0.4%
|
+1.5%
|
|
BA
|
Industrials |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$182.1B
|
$242.61
|
+0.7%
|
+2.1%
|
-0.0%
|
+0.5%
|
+0.4%
|
+0.5%
|
|
STX
|
Technology |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$171.8B
|
$312.28
|
+3.4%
|
+2.6%
|
+1.8%
|
-0.1%
|
+5.6%
|
+0.7%
|
|
WDC
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$159.8B
|
$215.00
|
+4.1%
|
+3.3%
|
-0.3%
|
+0.7%
|
+8.5%
|
+0.6%
|
|
UBER
|
Technology |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$157.9B
|
$84.65
|
+1.4%
|
-0.3%
|
+0.6%
|
-1.3%
|
+0.6%
|
-2.0%
|
|
DELL
|
Technology |
Barclays |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$155.4B
|
$118.69
|
+2.6%
|
+0.8%
|
+0.7%
|
-7.8%
|
+2.0%
|
+3.5%
|
|
LOW
|
Consumer Cyclical |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$129.3B
|
$274.95
|
+0.1%
|
+0.7%
|
+0.2%
|
-3.3%
|
+3.2%
|
-0.8%
|
|
SBUX
|
Consumer Cyclical |
Citigroup |
Maintains
|
Neutral
→
Neutral
|
—
|
$118.8B
|
$91.15
|
+1.0%
|
+2.3%
|
-0.3%
|
+0.7%
|
+3.0%
|
-0.6%
|
|
SBUX
|
Consumer Cyclical |
BWG Global |
Upgrade
|
Mixed
→
Positive
|
—
|
$118.8B
|
$91.15
|
+1.0%
|
+2.3%
|
-0.3%
|
+0.7%
|
+3.0%
|
-0.6%
|
|
LMT
|
Industrials |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$118.1B
|
$572.70
|
-0.7%
|
+0.9%
|
+0.8%
|
-1.1%
|
+1.8%
|
+1.3%
|
|
PGR
|
Financial Services |
BMO Capital |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$114.5B
|
$205.50
|
+0.3%
|
-1.0%
|
-0.6%
|
+0.8%
|
-0.5%
|
+1.9%
|
|
SO
|
Utilities |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$104.2B
|
$88.42
|
-0.0%
|
+0.4%
|
+0.1%
|
-0.1%
|
+0.4%
|
-1.8%
|
|
CME
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$103.9B
|
$275.23
|
-0.3%
|
-1.0%
|
+2.5%
|
+0.1%
|
-0.3%
|
+0.8%
|
|
DUK
|
Utilities |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$97.3B
|
$118.68
|
-0.0%
|
+0.2%
|
+0.3%
|
+0.3%
|
-0.2%
|
-1.4%
|
|
GD
|
Industrials |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$94.0B
|
$366.00
|
-0.2%
|
+0.7%
|
-0.4%
|
-2.2%
|
+1.6%
|
+0.3%
|