Top Tweets for #MorningCallSheet
Morning Call Sheet: AI spending masks growing affordability concerns.
Panel with @grassosteve, Peter Tchir and Tony Zhang discussing rates, inflation, AI spending and growing consumer pressures as markets weigh Nvidia, bond yields and the outlook for the economy.
$NVDA $SPY $QQQ $TLT $SMH $AAPL $MSFT $AMZN
https://t.co/oCNbCv5n4B
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @Citi sticks with $NKE price target
- @TDCowenResearch hikes $PAYX to Market
- @EdwardJones upgrades $ADI to Buy
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- Seaport cuts $ROKU to Neutral
- @MorganStanley boosts $NFLX price target
- JMP lowers $SHOP to Market Perform
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @UBS initiates $BOX at Buy
- @Jefferies initiates $RUN at Buy
- @keybank calls $WMT a Top Pick
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @BankofAmerica raises $MSFT price target
- @Stifel downgrades $DECK to Hold
- @MorganStanley hikes $LYV to Overweight
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @MorganStanley hikes $DIS price target
- @KBWfinthink upgrades $DHI to Outperform
- @BankofAmerica increases $AVGO price target
#MorningCallSheet w/ @TheDomino: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @EvercoreISI upgrades $HPQ to Outperform
- @rbccm raises $PINS to Outperform
- @Jefferies hikes $BBY to Buy
#MorningCallSheet w/ @TheDomino: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @Stifel initiates $RIVN at Buy
- @BankofAmerica cuts $TTWO to Neutral
- @GoldmanSachs initiates $CAR at Sell
#MorningCallSheet w/ @TheDomino: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @MorganStanley cuts $PLUG to Underweight
- @RaymondJames hikes $SHAK to Strong Buy
- @UBS upgrades $BUD to Hold
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @BankofAmerica cuts $UBS to Neutral
- @UBS downgrades $URI to Neutral
- @jpmorgan boosts $SPOT price target
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @AB_insights on #BTC
- @TDCowenResearch on $COIN
- @MizuhoAmericas on $GM
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @rbccm hikes $BA to Outperform
- @HSBC initiates $EL at Buy
- @UBS raises $AVGO price target
#MorningCallSheet w/ @michaelsantoli: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @MizuhoAmericas raises $INTC to Buy
- @BankofAmerica cuts $AAP to Underperform
- @Citi downgrades $PLUG to Neutral-High Risk
#MorningCallSheet w/ @michaelsantoli: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- Roth initiates $MRVL with Buy rating
- @AB_insights raises $KHC to Outperform
- @Barclays hikes $MOS to Overweight
#MorningCallSheet w/ @TheDomino: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @Stifel raises $CRWD to Buy
- @AB_insights hikes $TRIP to Outperform
- Wolfe, @MorganStanley downgrade $PLUG
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @jpmorgan raises $DDOG to Overweight
- @MorganStanley hikes $CAVA price target
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- Evercore ISI initiates $TJX at Outperform
- @rbccm initiates $HD at Sector Perform
- @DeutscheBank cuts $PTON to Hold
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @Citi upgrades $CLX to Buy
- @TruistNews cuts $SEDG to Hold
- @rbccm downgrades $EL to Sector Perform
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @rwbaird downgrades $ON to Neutral
- @AB_insights initiates $RIOT at Outperform
- @Piper_Sandler upgrades $CHKP to Neutral
#MorningCallSheet w/ @FrankCNBC: The biggest upgrades and downgrades from firms you know and of stocks you likely own.
- @RaymondJames initiates $RBLX with Strong Buy
- Cantor Fitzgerald upgrades $RIVN to Overweight
- @Stifel raises $ODFL to Buy
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