|
TSM
|
Technology |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$2.2T
|
$299.88
|
+0.0%
|
-6.4%
|
+7.9%
|
-2.3%
|
+3.0%
|
-1.6%
|
|
ASML
|
Technology |
Susquehanna |
Maintains
|
Positive
→
Positive
|
—
|
$584.1B
|
$980.54
|
-1.0%
|
-4.5%
|
+5.2%
|
-0.2%
|
+2.7%
|
+1.0%
|
|
JNJ
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$560.7B
|
$191.08
|
+0.5%
|
-0.2%
|
+0.1%
|
-0.0%
|
+0.2%
|
+0.5%
|
|
ORCL
|
Technology |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$560.6B
|
$296.96
|
+1.1%
|
-1.3%
|
+5.1%
|
-2.9%
|
+1.5%
|
+3.1%
|
|
ABBV
|
Healthcare |
Piper Sandler |
Maintains
|
Overweight
→
Overweight
|
—
|
$373.2B
|
$230.69
|
+0.4%
|
-0.1%
|
-0.1%
|
-0.5%
|
-1.3%
|
+0.3%
|
|
AMAT
|
Technology |
B. Riley Securities |
Maintains
|
Buy
→
Buy
|
—
|
$352.8B
|
$220.30
|
+0.2%
|
-4.7%
|
+4.5%
|
-0.6%
|
+4.3%
|
+0.1%
|
|
AMAT
|
Technology |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$352.8B
|
$220.30
|
+0.2%
|
-4.7%
|
+4.5%
|
-0.6%
|
+4.3%
|
+0.1%
|
|
PG
|
Consumer Defensive |
JP Morgan |
Maintains
|
Neutral
→
Neutral
|
—
|
$350.3B
|
$150.58
|
+0.2%
|
-0.6%
|
-1.5%
|
+1.1%
|
-1.2%
|
+1.5%
|
|
BABA
|
Consumer Cyclical |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$320.2B
|
$173.68
|
-2.1%
|
-8.4%
|
+4.9%
|
-2.4%
|
+1.9%
|
-0.5%
|
|
HSBC
|
Financial Services |
Jefferies |
Downgrade
|
Buy
→
Hold
|
—
|
$318.4B
|
$67.33
|
-0.8%
|
-2.1%
|
+0.8%
|
+0.6%
|
-0.6%
|
-0.5%
|
|
TMUS
|
Communication Services |
Benchmark |
Maintains
|
Buy
→
Buy
|
—
|
$212.9B
|
$226.21
|
+0.5%
|
+1.1%
|
-1.6%
|
+1.9%
|
-1.2%
|
-0.1%
|
|
PEP
|
Consumer Defensive |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$204.1B
|
$144.71
|
+0.6%
|
+3.7%
|
-0.8%
|
+1.8%
|
-0.3%
|
+1.0%
|
|
MCD
|
Consumer Cyclical |
Guggenheim |
Maintains
|
Neutral
→
Neutral
|
—
|
$197.0B
|
$293.81
|
+0.3%
|
+1.1%
|
+1.0%
|
+1.5%
|
+0.2%
|
+0.0%
|
|
ANET
|
Technology |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$181.1B
|
$158.23
|
+1.0%
|
-2.6%
|
-4.3%
|
-5.9%
|
+3.3%
|
+1.8%
|
|
GLW
|
Technology |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$179.1B
|
$87.19
|
+0.2%
|
-4.8%
|
+3.0%
|
-1.0%
|
+2.4%
|
+0.1%
|
|
APH
|
Technology |
Baird |
Maintains
|
Outperform
→
Outperform
|
—
|
$159.7B
|
$126.25
|
+0.6%
|
-3.6%
|
+1.8%
|
-1.0%
|
+2.4%
|
+1.4%
|
|
MRVL
|
Technology |
Oppenheimer |
Maintains
|
Outperform
→
Outperform
|
—
|
$158.8B
|
$90.68
|
+2.5%
|
-5.6%
|
+4.4%
|
-3.5%
|
+3.1%
|
-0.7%
|
|
PFE
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$146.4B
|
$25.24
|
+0.1%
|
-1.8%
|
-0.2%
|
-0.8%
|
-0.5%
|
-0.7%
|
|
NEM
|
Basic Materials |
CIBC |
Upgrade
|
Neutral
→
Outperform
|
—
|
$128.9B
|
$85.21
|
+1.2%
|
-0.1%
|
+5.0%
|
+1.3%
|
+3.4%
|
+5.0%
|
|
VRTX
|
Healthcare |
Morgan Stanley |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$116.2B
|
$414.86
|
-0.4%
|
-1.7%
|
-0.1%
|
+1.2%
|
-1.0%
|
+0.2%
|