US BROKER MOVES: QCOM upgraded at Morgan Stanley, AFRM downgraded

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US PCE Price Index MoM (May) M/M 0.4% vs. Exp. 0.5% (Prev. 0.4%)

US Jobless Claims 4-week Average (Jun/20) 224.25K (Prev. 223.25k, Rev. 223.50k)

US BROKER MOVES: QCOM upgraded at Morgan Stanley, AFRM downgraded

US PRE-MARKET MOVERS: MU, QCOM, WEN, MKC, IBM, AMZN, JEF, TCOM, Banks

Iranian Parliamentary Speaker America falsely claims our unfrozen assets will buy their agriculture

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UPGRADES

  • Xylem (XYL) Upgraded from Hold to Buy at Jefferies; PT USD 140 (prev USD 130)
  • Workday (WDAY) Upgraded from Neutral to Buy at Monness Crespi Hardt; PT USD 150
  • UWM Holdings (UWMC) Upgraded from Market Perform to Outperform at Keefe, Bruyette & Woods; PT USD 3.75 (prev USD 4.50)
  • Qualcomm (QCOM) Upgraded from Underweight to Equalweight at Morgan Stanley; PT USD 231 (prev USD 146)
  • Primoris Services (PRIM) Upgraded from Sell to Neutral at Goldman Sachs; PT USD 102 (prev USD 107)
  • Keurig Dr Pepper (KDP) Upgraded from Equalweight to Overweight at Barclays; PT USD 36 (prev USD 30)
  • ICON plc (ICLR) Upgraded from Sector Perform to Outperform at RBC Capital; PT USD 185 (prev USD 126)
  • Canadian National Railway (CNI) Upgraded from In Line to Outperform at Evercore ISI; PT USD 124 (prev USD 108)

DOWNGRADES

  • Tripadvisor (TRIP) Downgraded from Outperform to Neutral at ICBC International; PT USD 47.90
  • PVH Corp (PVH) Downgraded from Neutral to Underperform at BofA Securities; PT USD 70 (prev USD 90)
  • Identiv (INVE) Downgraded from Buy to Hold at Lake Street; PT USD 4 (prev USD 6)
  • Identiv (INVE) Downgraded from Buy to Hold at Craig-Hallum; PT USD 3.10
  • Brown-Forman (BF-B) Downgraded from Overweight to Equalweight at Barclays; PT USD 27
  • Ares Commercial Real Estate (ARI) Downgraded from Buy to Neutral at BTIG
  • Affirm Holdings (AFRM) Downgraded from Overweight to Equalweight at Morgan Stanley; PT USD 79

INITIATIONS

  • Omitted: BRUN, MLCI, VELO (not 100% confident on company identification).
  • VICI Properties (VICI) Initiated Sector Perform at RBC Capital; PT USD 29
  • Oklo (OKLO) Initiated Neutral at Guggenheim
  • Landmark Bancorp (LARK) Initiated Neutral at Brean Capital; PT USD 33.50
  • Intel (INTC) Initiated Neutral at Goldman Sachs; PT USD 150
  • JFrog (FROG) Initiated Buy at Benchmark; PT USD 100
  • Exelixis (EXEL) Initiated Hold at Truist Securities; PT USD 54
  • Blue Bird Corporation (BLBD) Initiated Buy at Roth; PT USD 94
  • Alpha & Omega Semiconductor (AOSL) Initiated Buy at Lake Street; PT USD 58
  • Enact Holdings (ACT) Initiated Sector Perform at RBC Capital; PT USD 46

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