|
NVDA
|
Technology |
RBC Capital |
Initiates
|
Outperform
|
—
|
$5.4T
|
$183.14
|
+1.8%
|
+2.1%
|
-0.4%
|
-4.4%
|
+2.9%
|
+0.8%
|
|
TSM
|
Technology |
Needham |
Maintains
|
Buy
→
Buy
|
—
|
$2.0T
|
$327.11
|
+4.8%
|
+4.4%
|
+0.2%
|
-4.5%
|
-0.3%
|
+0.4%
|
|
AVGO
|
Technology |
Wells FargoB |
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
|
—
|
$1.1T
|
$120.04
|
-0.1%
|
-0.7%
|
+0.4%
|
-0.8%
|
+0.5%
|
-1.3%
|
|
MU
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$786.1B
|
$333.35
|
+3.6%
|
+1.0%
|
+7.8%
|
+0.6%
|
+6.6%
|
+2.2%
|
|
MU
|
Technology |
Citigroup |
Maintains
|
Buy
→
Buy
|
—
|
$786.1B
|
$333.35
|
+3.6%
|
+1.0%
|
+7.8%
|
+0.6%
|
+6.6%
|
+2.2%
|
|
ASML
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$602.8B
|
$1263.72
|
+7.1%
|
+5.4%
|
+2.0%
|
-2.4%
|
+2.6%
|
+2.6%
|
|
ASML
|
Technology |
KGI Securities |
Upgrade
|
Hold
→
Outperform
|
—
|
$602.8B
|
$1263.72
|
+7.1%
|
+5.4%
|
+2.0%
|
-2.4%
|
+2.6%
|
+2.6%
|
|
INTC
|
Technology |
CitigroupC |
Upgrade
|
Sell
→
Neutral
|
—
|
$538.0B
|
$48.72
|
+1.3%
|
-0.8%
|
-2.8%
|
+3.4%
|
+11.7%
|
+0.1%
|
|
BAC
|
Financial Services |
Keefe, Bruyette & Woods |
Maintains
|
Outperform
→
Outperform
|
—
|
$386.6B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Evercore ISI |
Maintains
|
Outperform
→
Outperform
|
—
|
$386.6B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Morgan Stanley |
Maintains
|
Overweight
→
Overweight
|
—
|
$386.6B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
TD Cowen |
Maintains
|
Buy
→
Buy
|
—
|
$386.6B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Truist |
Maintains
|
Buy
→
Buy
|
—
|
$386.6B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
BAC
|
Financial Services |
Piper Sandler |
Maintains
|
Neutral
→
Neutral
|
—
|
$386.6B
|
$52.48
|
+0.5%
|
+0.2%
|
+0.8%
|
-1.6%
|
-0.1%
|
+0.7%
|
|
NFLX
|
Communication Services |
Wedbush |
Maintains
|
Outperform
→
Outperform
|
—
|
$385.7B
|
$88.55
|
+0.5%
|
-0.6%
|
-0.1%
|
-0.8%
|
-2.2%
|
-2.1%
|
|
LRCX
|
Technology |
Wells FargoB |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$352.7B
|
$208.79
|
+9.3%
|
+4.2%
|
+2.5%
|
-0.2%
|
+2.7%
|
-3.4%
|
|
AMAT
|
Technology |
Wells Fargo |
Maintains
|
Overweight
→
Overweight
|
—
|
$344.9B
|
$301.89
|
+8.7%
|
+5.7%
|
+2.5%
|
-2.7%
|
+2.2%
|
-2.0%
|
|
AMAT
|
Technology |
BarclaysB |
Upgrade
|
Equal Weight
→
Overweight
|
—
|
$344.9B
|
$301.89
|
+8.7%
|
+5.7%
|
+2.5%
|
-2.7%
|
+2.2%
|
-2.0%
|
|
GE
|
Industrials |
UBS |
Maintains
|
Buy
→
Buy
|
—
|
$304.4B
|
$318.88
|
+0.5%
|
+0.3%
|
+1.6%
|
-3.9%
|
+2.0%
|
-7.4%
|