Analyst-Call: Caterpillar 🟢, General Motors 🟢, Tesla 🟢, Apple 🟢🟡, Micron 🟡, etc.

Amazon (AMZN) 🇺🇸🟢  

Analyst: Bank of America reiterates as “BUY”  

Comment: Reiterated bullish stance on Amazon’s expansion in grocery with key milestones in Whole Foods and perishable delivery.

Applied Materials (AMAT) 🇺🇸🟡⤴️🟢  

Analyst: Morgan Stanley upgrades to “OVERWEIGHT”  

Previously: “EQUAL WEIGHT”  

Comment: Valuation compelling; PT implies narrowing valuation discount vs peers.

ASML (ASML) 🇳🇱🟡⤴️🟢  

Analyst: Morgan Stanley upgrades to “OVERWEIGHT”  

Previously: “EQUAL WEIGHT”  

Comment: Sees early signs of improvement post-downcycle.

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