Initiated Buy X

AIP Arteris

Craig Hallum

$30

Upgrades Neutral Outperform X

AMH American Homes 4 Rent

Mizuho

$36

Resumed Buy X

AON Aon

Citigroup

$435

Initiated Neutral X

APLD Applied Digital

Rothschild & Co Redburn

$22

Upgrades Hold Buy X

ARHS Arhaus

Jefferies

$10

Upgrades Neutral Buy X

CADL Candel Therapeutics

BofA Securities

$18

Downgrades Buy Reduce X

CCU Compania Cervecerias Unidas

HSBC Securities

$10

Upgrades In-line Outperform X

CIEN Ciena

Evercore ISI

$550

Initiated Neutral X

CIFR Cipher Mining

Rothschild & Co Redburn

$18

Initiated Neutral X

CORZ Core Scientific

Rothschild & Co Redburn

$16

Initiated Buy X

DLR Digital Realty Trust

Rothschild & Co Redburn

$227

Downgrades Outperform Neutral X

ELS Equity Lifestyle Properties

Mizuho

$65

Initiated Buy X

EQIX Equinix

Rothschild & Co Redburn

$1261

Initiated Neutral X

HUT Hut 8 Mining

Rothschild & Co Redburn

$96

Upgrades Neutral Outperform X

INVH Invitation Homes

Mizuho

$32

Initiated Neutral X

IREN IREN Limited

Rothschild & Co Redburn

$40

Initiated Buy X

IRM Iron Mountain

Rothschild & Co Redburn

$132

Upgrades In-line Outperform X

MAC Macerich

Evercore ISI

$26

Reiterated Overweight X

META Meta Platforms

Wells Fargo

$640 $796

Reiterated Overweight X

MSFT Microsoft

Cantor Fitzgerald

$522 $608

Downgrades Outperform Neutral X

MTN Vail Resorts

BNP Paribas Exane

$135

Upgrades Eq-Weight Overweight X

NNN NNN REIT

Morgan Stanley

$50

Initiated Overweight X

NXE NexGen Energy

JP Morgan

$14

Resumed Neutral X

ODD ODDITY Tech Ltd.

JP Morgan

$18

Upgrades Neutral Outperform X

T AT&T

BNP Paribas Exane

$30

Upgrades Mkt Perform Outperform X

VECO Veeco Instruments

Northland Capital

$66

Initiated Outperform X

VRTX Vertex Pharma

Leerink Partners

$594

Initiated Neutral X

WULF TeraWulf

Rothschild & Co Redburn

$15