Upgrades
- MasterCard (MA) upgraded by HSBC from Hold to Buy
- Visa (V) upgraded by HSBC from Hold to Buy
- Thermo Fisher (TMO) upgraded by KeyBanc from Sector Weight to Overweight
- Jefferies Financial (JEF) upgraded by Morgan Stanley from Equal Weight to Overweight
- General Motors (GM) upgraded by Morgan Stanley from Equal Weight to Overweight
- KB Home (KBH) upgraded by Barclays from Equal Weight to Overweight
- Allison Transmission (ALSN) upgraded by Raymond James from Outperform to Strong Buy
- Generac (GNRC) upgraded by JPMorgan from Neutral to Overweight
- Ulta Beauty (ULTA) upgraded by TD Cowen from Hold to Buy
- Five Below (FIVE) upgraded by Truisty from Hold to Bu
- Exxon Mobil (XOM) upgraded by BNPP from Underperform to Neutral
- Oklo (OKLO) upgraded by Seaport Research from Neutral to Buy
Downgrades
- Tesla (TSLA) downgraded by Morgan Stanley from Overweight to Equal Weight
- 3M (MMM) downgraded by Deutsche Bank from Buy to Hold
- Ferrari (RACE) downgraded by Morgan Stanley from Overweight to Equal Weight
- Evercore (EVR) downgraded by Morgan Stanley from Overweight to Equal Weight
- Lucid Group (LCID) downgraded by Morgan Stanley from Equal Weight to Underweight
- Rivian (RIVN) downgraded by Morgan Stanley from Equal Weight to Underweight
- BorgWarner (BWA) downgraded by Morgan Stanley from Overweight to Equal Weight
- Avis Budget (CAR) downgraded by Morgan Stanley from Overweight to Equal Weight
- W.P. Carey (WPC) downgraded by RBC Capital from Outperform to Sector Perform
- Netflix (NFLX) downgraded by Pivotal Research from Buy to Hold
- Lennar (LEN) downgraded by Barclays from Equal Weight to Underweight
- Occidental (OXY) downgraded by JPMorgan from Neutral to Underweight
- Marvell (MRVL) downgraded by Benchmark from Buy to Hold
When Tim Cook stood in the Oval Office last week, all eyes were on the "unique 24K gold gift" he presented to President Trump. But many viewers missed an even more important moment in that 30-second clip. One that unmistakably singled out what Futurist Eric Fry calls "possibly the best AI investment anyone could make right now." Eric believes this little-known partner to Apple could go crazy over the next 12-24 months, potentially leaving well-known AI stocks like Nvidia, Microsoft and Google in the dust. Click to get full details on the company.

Upgrades & Downgrades provided by The Fly at http://www.thefly.com. The Fly is a leading digital publisher of real-time financial news. Our financial market experts understand that news impacting stock prices can originate from anywhere, at any time. The Fly team scours all sources of company news, from mainstream to cutting-edge, then filters out the noise to deliver short-form stories consisting of only market moving content. Become an informed investor. Try all of The Fly’s services FREE for 14 days by clicking here.
