Initiated Outperform X

AAPL Apple

Bernstein

$290

Initiated Peer Perform X

ACGL Arch Capital

Wolfe Research

Initiated Peer Perform X

AIG American Intl

Wolfe Research

Initiated Outperform X

ALL Allstate

Wolfe Research

$235

Reiterated Buy X

AMZN Amazon

Truist

$250 $270

Initiated Peer Perform X

AON Aon

Wolfe Research

Downgrades Buy Hold X

BDN Brandywine Realty

Truist

$4

Upgrades Sell Buy X

BIDU Baidu

Arete

$143

Downgrades Buy Hold X

BRY Berry Petroleum

Johnson Rice

$4

Downgrades Overweight Neutral X

CAMP CAMP4 Therapeutics

JP Morgan

Initiated Outperform X

CB Chubb

Wolfe Research

$320

Initiated Outperform X

DELL Dell

Bernstein

$175

Downgrades Buy Neutral X

ECVT Ecovyst

Citigroup

$10.50

Initiated Outperform X

EQH Equitable Holdings

Wolfe Research

$61

Downgrades Overweight Neutral X

ESYJY easyJet

JP Morgan

Initiated Peer Perform X

HIG Hartford Financial

Wolfe Research

Downgrades Overweight Eq Weight X

HLN Haleon plc

Barclays

Initiated Mkt Perform X

HPE Hewlett Packard Enterprise

Bernstein

$24

Initiated Mkt Perform X

HPQ HP Inc.

Bernstein

$30

Upgrades Sell Buy X

HSY Hershey Foods

Goldman

$222

Initiated Mkt Perform X

IBM IBM

Bernstein

$280

Upgrades Sec Perform Outperform X

JMIA Jumia

RBC Capital Mkts

$15

Initiated Buy X

KC Kingsoft Cloud

Deutsche Bank

$21

Initiated Outperform X

KYMR Kymera Therapeutics

RBC Capital Mkts

$70

Initiated Underperform X

LNC Lincoln National

Wolfe Research

$37

Downgrades Buy Neutral X

LYV Live Nation

Rothschild & Co Redburn

$170

Initiated Outperform X

MET MetLife

Wolfe Research

$95

Initiated Peer Perform X

MMC Marsh McLennan

Wolfe Research

Reiterated Buy X

MNST Monster Beverage

Citigroup

$74 $76

Reiterated Outperform X

MU Micron

Mizuho

$155 $182

Resumed Neutral X

NEXA Nexa Resources

Citigroup

$5.50

Upgrades Neutral Buy X

NIO NIO

UBS

$8.50

Upgrades Neutral Buy X

NVO Novo Nordisk A/S

Rothschild & Co Redburn

Initiated Peer Perform X

PGR Progressive

Wolfe Research

Upgrades Neutral Buy X

PLD Prologis

BofA Securities

$130

Initiated Peer Perform X

PRU Prudential

Wolfe Research

Initiated Buy X

RACE Ferrari

Berenberg

Initiated Peer Perform X

RNR RenaissanceRe

Wolfe Research

Resumed Outperform X

RYAN Ryan Specialty Group

Wolfe Research

$64

Initiated Mkt Perform X

SMCI Super Micro Computer

Bernstein

$46

Initiated Outperform X

SPOT Spotify

BNP Paribas Exane

$900

Initiated Outperform X

STX Seagate Tech

Bernstein

$250

Initiated Buy X

TATT TAT Technologies

Stifel

$44

Initiated Outperform X

TMDX TransMedics Group

Evercore ISI

$155

Initiated Peer Perform X

TRV Travelers

Wolfe Research

Reiterated Overweight X

TSM Taiwan Semiconductor Manufacturing

Barclays

$275 $325

Initiated Outperform X

UNM Unum Group

Wolfe Research

$91

Upgrades Sell Hold X

UNP Union Pacific

Loop Capital

$227

Upgrades Underperform Neutral X

URI United Rentals

BNP Paribas Exane

$900

Downgrades Buy Hold X

VFC V.F. Corp

Stifel

$16

Resumed Buy X

VSEC VSE Corp

Stifel

$199

Downgrades Buy Hold X

WBD Warner Bros. Discovery

TD Cowen

$14

Initiated Mkt Perform X

WDC Western Digital

Bernstein

$96

Initiated Peer Perform X

WRB W.R. Berkley

Wolfe Research

Initiated Buy X

YOU Clear Secure

DA Davidson

$45