|
AAPL
|
Technology |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$4.2T
|
$267.61
|
+1.8%
|
+1.2%
|
+1.0%
|
+1.4%
|
+4.7%
|
+3.4%
|
|
MSFT
|
Technology |
Benchmark |
Maintains
|
Buy
→
Buy
|
—
|
$3.1T
|
$424.82
|
-0.1%
|
+1.0%
|
-0.1%
|
-4.0%
|
-2.4%
|
-2.6%
|
|
MSFT
|
Technology |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$3.1T
|
$424.82
|
-0.1%
|
+1.0%
|
-0.1%
|
-4.0%
|
-2.4%
|
-2.6%
|
|
MSFT
|
Technology |
BMO Capital Markets |
Reiterates
|
Outperform
|
$505
|
$3.1T
|
$424.82
|
-0.1%
|
+1.0%
|
-0.1%
|
-4.0%
|
-2.4%
|
-2.6%
|
|
AMZN
|
Consumer Cyclical |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.9T
|
$261.12
|
-1.0%
|
-0.5%
|
+0.7%
|
+1.5%
|
+2.7%
|
+4.2%
|
|
AMZN
|
Consumer Cyclical |
Mizuho |
Reiterates
|
Outperform
|
$325
|
$2.9T
|
$261.12
|
-1.0%
|
-0.5%
|
+0.7%
|
+1.5%
|
+2.7%
|
+4.2%
|
|
MU
|
Technology |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$729.3B
|
$524.56
|
-4.0%
|
-3.9%
|
-1.2%
|
-1.4%
|
+3.4%
|
+9.9%
|
|
MU
|
Technology |
DA Davidson |
Initiates
|
Buy
|
$1000
|
$729.3B
|
$524.56
|
-4.0%
|
-3.9%
|
-1.2%
|
-1.4%
|
+3.4%
|
+9.9%
|
|
INTC
|
Technology |
Freedom Broker |
Upgrade
|
Hold
→
Buy
|
—
|
$550.9B
|
$84.99
|
-4.4%
|
-0.6%
|
+11.5%
|
+11.2%
|
+17.2%
|
+12.7%
|
|
UNH
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$335.5B
|
$354.69
|
+0.6%
|
+3.4%
|
+4.5%
|
+4.5%
|
+4.0%
|
+4.5%
|
|
PLTR
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$314.0B
|
$143.10
|
-0.6%
|
-1.3%
|
-3.6%
|
-2.8%
|
+0.7%
|
+2.0%
|
|
AXP
|
Financial Services |
Goldman Sachs |
Maintains
|
Buy
→
Buy
|
—
|
$217.4B
|
$318.84
|
+0.9%
|
-0.9%
|
-1.0%
|
+1.3%
|
+0.3%
|
+0.1%
|
|
IBM
|
Technology |
HSBC |
Upgrade
|
Reduce
→
Hold
|
—
|
$217.4B
|
$228.05
|
+1.1%
|
+2.2%
|
-0.4%
|
+1.3%
|
+1.8%
|
+0.6%
|
|
MCD
|
Consumer Cyclical |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$201.7B
|
$290.21
|
+0.7%
|
+0.8%
|
-0.0%
|
+1.2%
|
-1.2%
|
-2.1%
|
|
VZ
|
Communication Services |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$198.7B
|
$47.09
|
+1.9%
|
+0.3%
|
-1.0%
|
+2.0%
|
+2.2%
|
+1.0%
|
|
VZ
|
Communication Services |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$198.7B
|
$47.09
|
+1.9%
|
+0.3%
|
-1.0%
|
+2.0%
|
+2.2%
|
+1.0%
|
|
UBER
|
Technology |
Citizens |
Maintains
|
Market Outperform
→
Market Outperform
|
—
|
$157.9B
|
$76.27
|
-0.7%
|
-2.8%
|
-2.4%
|
-2.2%
|
-1.5%
|
-3.1%
|
|
SHOP
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$145.0B
|
$124.23
|
-0.4%
|
-1.8%
|
-2.4%
|
-2.5%
|
+2.8%
|
+2.7%
|
|
EQIX
|
Real Estate |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$105.2B
|
$1089.85
|
+0.1%
|
-1.2%
|
-0.1%
|
-0.6%
|
-0.4%
|
-0.6%
|
|
CDNS
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$98.6B
|
$336.54
|
-2.0%
|
-3.3%
|
-2.0%
|
-2.1%
|
+1.3%
|
+3.9%
|
|
CDNS
|
Technology |
Rosenblatt |
Maintains
|
Buy
→
Buy
|
—
|
$98.6B
|
$336.54
|
-2.0%
|
-3.3%
|
-2.0%
|
-2.1%
|
+1.3%
|
+3.9%
|
|
CDNS
|
Technology |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$98.6B
|
$336.54
|
-2.0%
|
-3.3%
|
-2.0%
|
-2.1%
|
+1.3%
|
+3.9%
|
|
CDNS
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$98.6B
|
$336.54
|
-2.0%
|
-3.3%
|
-2.0%
|
-2.1%
|
+1.3%
|
+3.9%
|
|
CDNS
|
Technology |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$98.6B
|
$336.54
|
-2.0%
|
-3.3%
|
-2.0%
|
-2.1%
|
+1.3%
|
+3.9%
|
|
CDNS
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$98.6B
|
$336.54
|
-2.0%
|
-3.3%
|
-2.0%
|
-2.1%
|
+1.3%
|
+3.9%
|
|
CEG
|
Utilities |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$97.2B
|
$315.17
|
-0.5%
|
-3.0%
|
-5.8%
|
-0.7%
|
-2.3%
|
+1.9%
|
|
MCK
|
Healthcare |
William Blair |
Initiates
|
Outperform
|
—
|
$92.4B
|
$828.32
|
+1.0%
|
+0.8%
|
-0.7%
|
-1.6%
|
-1.7%
|
-2.5%
|
|
ELV
|
Healthcare |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$81.0B
|
$356.34
|
+0.8%
|
+1.8%
|
+5.7%
|
+5.6%
|
+4.6%
|
+4.4%
|
|
MCO
|
Financial Services |
Mizuho |
Maintains
|
Neutral
→
Neutral
|
—
|
$79.9B
|
$460.93
|
+0.9%
|
-0.6%
|
-0.2%
|
+0.2%
|
-1.1%
|
-2.5%
|
|
GM
|
Consumer Cyclical |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$70.7B
|
$77.96
|
+0.1%
|
+1.3%
|
-1.7%
|
-1.4%
|
-2.8%
|
-2.9%
|
|
NSC
|
Industrials |
Baird |
Maintains
|
Neutral
→
Neutral
|
—
|
$70.4B
|
$318.89
|
+0.7%
|
-0.7%
|
-2.1%
|
-1.0%
|
-0.9%
|
-2.3%
|
|
BKR
|
Energy |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$63.0B
|
$68.38
|
+0.7%
|
-1.0%
|
+0.6%
|
+1.9%
|
+1.1%
|
+0.9%
|
|
TER
|
Technology |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$55.4B
|
$402.00
|
-3.2%
|
-5.4%
|
-23.8%
|
-14.6%
|
-14.1%
|
-16.1%
|
|
TER
|
Technology |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$55.4B
|
$402.00
|
-3.2%
|
-5.4%
|
-23.8%
|
-14.6%
|
-14.1%
|
-16.1%
|
|
NUE
|
Basic Materials |
BMO Capital |
Maintains
|
Outperform
→
Outperform
|
—
|
$51.6B
|
$215.00
|
+2.4%
|
+4.7%
|
+3.4%
|
+4.8%
|
+5.1%
|
+5.0%
|
|
NUE
|
Basic Materials |
UBS |
Downgrade
|
Buy
→
Neutral
|
$224
|
$51.6B
|
$215.00
|
+2.4%
|
+4.7%
|
+3.4%
|
+4.8%
|
+5.1%
|
+5.0%
|
|
COR
|
Healthcare |
William Blair |
Initiates
|
Mkt Perform
|
—
|
$49.7B
|
$310.16
|
+0.1%
|
+0.6%
|
+0.4%
|
-0.7%
|
-2.0%
|
-2.1%
|
|
EBAY
|
Consumer Cyclical |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$47.2B
|
$100.29
|
+0.7%
|
+0.1%
|
+3.5%
|
+3.2%
|
+3.8%
|
+9.0%
|
|
IDXX
|
Healthcare |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$45.5B
|
$574.95
|
+0.0%
|
-1.2%
|
-3.7%
|
-2.5%
|
-1.3%
|
-2.1%
|
|
CAH
|
Healthcare |
William Blair |
Initiates
|
Outperform
|
—
|
$43.6B
|
$202.34
|
+1.2%
|
+1.6%
|
+0.2%
|
-4.7%
|
-3.5%
|
-2.6%
|
|
ODFL
|
Industrials |
Baird |
Upgrade
|
Underperform
→
Neutral
|
$229
|
$41.3B
|
$220.53
|
+1.6%
|
+0.6%
|
-5.1%
|
-3.7%
|
-6.7%
|
-12.9%
|
|
ARES
|
Financial Services |
JP Morgan |
Maintains
|
Overweight
→
Overweight
|
—
|
$40.4B
|
$112.18
|
+1.5%
|
+0.7%
|
-1.2%
|
+4.7%
|
+6.1%
|
+7.0%
|
|
WCN
|
Industrials |
Barclays |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$39.0B
|
$161.54
|
+0.9%
|
+1.2%
|
+1.4%
|
+2.0%
|
-0.2%
|
-0.6%
|
|
ZTS
|
Healthcare |
UBS |
Maintains
|
Neutral
→
Neutral
|
—
|
$36.9B
|
$117.87
|
-0.5%
|
-1.0%
|
-3.4%
|
-2.5%
|
-3.1%
|
-4.4%
|
|
HIG
|
Financial Services |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$36.4B
|
$136.71
|
+0.9%
|
+1.5%
|
-0.1%
|
+0.1%
|
-0.7%
|
-2.1%
|
|
A
|
Healthcare |
KeyBanc Capital Markets |
Maintains
|
Sector Weight
→
Sector Weight
|
—
|
$33.5B
|
$115.62
|
+0.5%
|
-0.6%
|
-3.7%
|
-0.1%
|
-1.0%
|
-3.0%
|
|
RJF
|
Financial Services |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$30.3B
|
$154.30
|
+0.7%
|
+0.9%
|
+0.8%
|
+2.6%
|
+1.2%
|
+1.6%
|
|
TWLO
|
Communication Services |
BTIG |
Maintains
|
Buy
→
Buy
|
—
|
$29.9B
|
$142.61
|
+0.5%
|
-0.3%
|
-1.2%
|
+3.8%
|
+28.6%
|
+33.0%
|
|
DOV
|
Industrials |
Seaport Global |
Maintains
|
Buy
→
Buy
|
—
|
$29.7B
|
$226.23
|
-0.1%
|
-0.9%
|
-1.8%
|
+0.1%
|
-0.2%
|
-2.4%
|
|
FTS
|
Utilities |
Barclays |
Initiates
|
Overweight
|
$62
|
$28.5B
|
$56.29
|
+0.8%
|
+0.4%
|
-0.1%
|
+1.6%
|
+1.6%
|
+1.1%
|