|
NVDA
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$5.4T
|
$185.04
|
+0.0%
|
-0.1%
|
+0.0%
|
+0.5%
|
-1.4%
|
+2.1%
|
|
GOOGL
|
Communication Services |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.7T
|
$325.44
|
+0.5%
|
+1.0%
|
+1.0%
|
+1.2%
|
-0.0%
|
-0.9%
|
|
GOOG
|
Communication Services |
Scotiabank |
Maintains
|
Sector Outperform
→
Sector Outperform
|
—
|
$4.7T
|
$326.01
|
+0.5%
|
+1.0%
|
+1.1%
|
+1.1%
|
-0.0%
|
-0.9%
|
|
AAPL
|
Technology |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$4.5T
|
$259.04
|
+0.0%
|
+0.1%
|
+0.3%
|
+0.3%
|
-0.4%
|
-0.7%
|
|
AVGO
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$2.0T
|
$332.48
|
+1.6%
|
+3.8%
|
+2.1%
|
+0.7%
|
-4.2%
|
+0.9%
|
|
MU
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$786.1B
|
$327.02
|
+1.8%
|
+5.5%
|
+0.2%
|
-2.2%
|
-1.4%
|
+1.0%
|
|
JNJ
|
Healthcare |
Bernstein |
Maintains
|
Market Perform
→
Market Perform
|
—
|
$558.8B
|
$205.75
|
+0.1%
|
-0.7%
|
+2.6%
|
+1.9%
|
+2.3%
|
+0.5%
|
|
LRCX
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$352.7B
|
$200.96
|
+1.8%
|
+8.7%
|
+0.9%
|
-2.7%
|
-2.6%
|
+4.2%
|
|
GEV
|
Utilities |
Baird |
Downgrade
|
Outperform
→
Neutral
|
—
|
$279.3B
|
$628.40
|
+0.6%
|
-0.9%
|
+2.8%
|
+1.9%
|
-1.2%
|
-0.3%
|
|
QCOM
|
Technology |
Mizuho |
Downgrade
|
Outperform
→
Neutral
|
—
|
$216.1B
|
$181.87
|
-2.1%
|
-2.2%
|
-4.8%
|
-2.4%
|
-0.5%
|
-1.9%
|
|
MCD
|
Consumer Cyclical |
KeyBanc Capital Markets |
Maintains
|
Overweight
→
Overweight
|
—
|
$201.2B
|
$308.88
|
+0.1%
|
-0.5%
|
-0.2%
|
+0.9%
|
-0.4%
|
+0.2%
|
|
SNDK
|
Technology |
Mizuho |
Maintains
|
Outperform
→
Outperform
|
—
|
$200.6B
|
$334.54
|
+2.1%
|
+12.8%
|
+3.1%
|
+0.1%
|
-0.5%
|
+5.5%
|
|
TMO
|
Healthcare |
Stifel |
Maintains
|
Buy
→
Buy
|
—
|
$168.8B
|
$606.50
|
+0.3%
|
+2.0%
|
-0.6%
|
-1.4%
|
+2.4%
|
+0.5%
|
|
ISRG
|
Healthcare |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$160.2B
|
$585.08
|
+0.4%
|
+0.2%
|
-2.3%
|
-1.9%
|
-2.7%
|
-1.0%
|
|
CRWD
|
Technology |
BerenbergD |
Upgrade
|
Hold
→
Buy
|
—
|
$159.2B
|
$463.87
|
+1.8%
|
+1.5%
|
-0.8%
|
+0.2%
|
-1.6%
|
-1.2%
|
|
ABT
|
Healthcare |
Bernstein |
Maintains
|
Outperform
→
Outperform
|
—
|
$154.4B
|
$126.18
|
+0.2%
|
-0.2%
|
-1.0%
|
-0.3%
|
+0.6%
|
-1.2%
|
|
OBIO
|
Healthcare |
Barclays |
Maintains
|
Overweight
→
Overweight
|
—
|
$153.6B
|
$4.84
|
+2.5%
|
-0.8%
|
-2.9%
|
-8.2%
|
+4.2%
|
-6.5%
|
|
BKNG
|
Consumer Cyclical |
Wells Fargo |
Maintains
|
Equal Weight
→
Equal Weight
|
—
|
$128.1B
|
$217.80
|
-0.6%
|
+0.9%
|
-1.8%
|
-1.4%
|
-2.4%
|
+0.1%
|
|
MO
|
Consumer Defensive |
UBSB |
Upgrade
|
Neutral
→
Buy
|
—
|
$124.1B
|
$55.90
|
+1.6%
|
+2.9%
|
+1.8%
|
+2.8%
|
+2.2%
|
+0.2%
|
|
LMT
|
Industrials |
TruistB |
Upgrade
|
Hold
→
Buy
|
—
|
$122.1B
|
$518.44
|
+1.4%
|
+4.7%
|
+1.5%
|
+1.3%
|
+2.6%
|
+0.9%
|