Initiated Buy X

ADI Analog Devices

Jefferies

$224 $250

Initiated Buy X

ALGM Allegro Microsystems

Jefferies

$37

Downgrades Buy Hold X

AMAT Applied Materials

Jefferies

$215 $210

Initiated Buy X

AMD Advanced Micro

Jefferies

$200 $190

Downgrades Outperform In-line X

AVB AvalonBay

Evercore ISI

$202

Initiated Buy X

AVGO Broadcom

Jefferies

$1616 $1550

Initiated Buy X

CAMT Camtek

Jefferies

$100 $120

Downgrades Outperform Mkt Perform X

CDNA CareDx

Raymond James

Initiated Outperform X

CRBP Corbus Pharma

RBC Capital Mkts

$77

Upgrades Underperform Neutral X

CSCO Cisco

Exane BNP Paribas

$50

Downgrades Outperform In-line X

EQR Equity Residential

Evercore ISI

$70

Initiated Buy X

GFS GlobalFoundries

Jefferies

$67 $62

Downgrades Buy Hold X

IDCC InterDigital

Jefferies

$106 $100

Initiated Hold X

INTC Intel

Jefferies

$42 $34

Initiated Buy X

KLAC KLA Corporation

Jefferies

$740 $820

Initiated Buy X

LRCX Lam Research

Jefferies

$980 $1100

Initiated Overweight X

MA Mastercard

Piper Sandler

$531

Initiated Buy X

MCHP Microchip

Jefferies

$100 $115

Initiated Buy X

MRVL Marvell

Jefferies

$98 $85

Upgrades Neutral Buy X

MSCI MSCI

Redburn Atlantic

$485

Initiated Buy X

NVDA NVIDIA

Jefferies

$780 $1200

Initiated Buy X

NVMI Nova Measuring

Jefferies

$200 $240

Downgrades Buy Hold X

NVTS Navitas Semiconductor

Jefferies

$10 $4

Initiated Buy X

NXPI NXP Semi

Jefferies

$255 $325

Upgrades Eq Weight Overweight X

NXST Nexstar

Wells Fargo

$190 $221

Initiated Buy X

ON ON Semiconductor

Jefferies

$95 $100

Initiated Buy X

ONTO Onto Innovation

Jefferies

$190 $265

Upgrades Neutral Buy X

PANL Pangea Logistics Solutions

Alliance Global Partners

$10.25

Downgrades Buy Neutral X

PENN PENN Entertainment

BofA Securities

$28 $17.50

Upgrades Mkt Perform Outperform X

PHG Philips

Bernstein

Initiated Buy X

PI Impinj

Jefferies

$135 $200

Upgrades Underperform Neutral X

RRR Red Rock Resorts

BofA Securities

$57 $55

Upgrades Hold Buy X

RY Royal Bank of Canada

Jefferies

Upgrades Sell Neutral X

SCM Stellus Capital

B. Riley Securities

$12.50 $13.25

Downgrades Positive Neutral X

SEDG SolarEdge Technologies

Susquehanna

$56

Resumed Equal Weight X

SWX Southwest Gas

Wells Fargo

$77

Initiated Buy X

TCRX TScan Therapeutics

Needham

$11

Downgrades Buy Hold X

TXN Texas Instruments

Jefferies

$200 $175