Mike @NYSElydone

Notable Research/Data $NFLX Netflix downgraded to Underweight from Equal Weight and cut PT to $57 from $80 @ WELLS $CIEN Maintain Overweight, raise PT to $548 (from $475) @ BARC $GOOGL PT raised from $415 to $485, maintains Strong Buy @ Tigress $IREN Initiated at Outperform, PT $99 @ Northland $INTC upgraded to Outperform, PT $120 @ Northland 9:15 AM ET Industrial Production M/M for August…est. +0.3% 9:15 AM ET Capacity Utilization for August…est.76.4% 10:00 AM ET Leading Index M/M for August…est. +0.1%

Notable Research/Data $GNRC Reiterate Buy and $285 PT after Amazon-Sized Deal a Big Plus @ Stifel $GNRC Raise PT to $375 from $275 after locked in a Landmark, multi-year supply agreement to power Amazon's expanding data center infrastructure @ Canaccord $CRM Raise PT to $300 from $270 as the growth story gets clearer @ Canaccord 8:30 AM ET Weekly Jobless Claims…est. 208K (prior 206K) 8:30 AM ET Continuing Claims…est. 1.78M (prior 1.774M) 8:30 AM ET Housing Starts M/M for August…est. 1.41M (prior 1.433M) 8:30 AM ET Building Permits M/M for August…est. 1.309M (prior 1.2339M) 8:30 AM ET Philly Fed Business Index for September…est. 30.5 (prior 47.4) 10:00 AM ET Pending Home Sales M/M for August…est. (-0.6%)

Notable Research/Data $CRM PT raised to $280 from $265 @ Mizuho $META added to 90 day upside catalyst watch, PT $800 @ Citi 8:30 AM ET Import Prices M/M for August…est.+0.4% (prior -0.4%) 8:30 AM ET Export Prices M/M for August…est. +0.5% (prior -1.3%) 8:30 AM ET Retail Sales M/M for August…est. +0.8% (prior -0.6%) 8:30 AM ET Retail Sales M/M Ex: Autos for Aug…est. +0.5% (prior -0.3%) 10:00 AM ET Business inventories for July…est. +0.3% 10:00 AM ET NAHB Housing Market Index for September…est. 34 10:30 AM ET Weekly EIA Inventory Data 2:00 PM ET FOMC Policy rate meeting 2:30 PM ET FOMC Press Conference

Notable Research/Data $NOK new Buy W/ $15 PT @ RBLT 8:15 AM ET ADP Employment Report 8:30 AM ET Empire Manufacturing data for September 8:55 AM ET Johnson/Redbook Weekly Sales

Notable Research/Data $BE PT raised from $242 to $351, maintains Outperform @ Mizuho $IREN Double Upgrade to Overweight (from UW), $65 PT (from $46) on deal momentum and execution @ JPMC No Notable Data

Notable Research/Data $CRM Reiterate Buy and PT $275 ahead of CRM Dreamforce Preview @ Stifel $ORCL Reiterate Buy after results but lowering PT from $320 to $200 @ Stifel $ORCL "Best Idea" PT $400 @ GUGG $ORCL PT $200 from $220 @ Stifel 8:30 CPI 0.4% 8:30 CPI Y/Y 3.4% 8:30 CORE CPI M/M 0.2% 8:30 CORE CPI Y/Y 2.4% 10:00 U Michigan Consumer Survey 51.4

Notable Research/Data $NBIS initiated at Buy, PT $355 @ Truist $NVDA initiate Overweight, "Biggest and fastest runner" PT $300 @ Piper $SKHY initiated Overweight, PT $245 @ JPM $META Upgrade to Overweight (from Neutral), $820 PT (from $640) – models and agents are here @ JPMC 8:30 AM ET Weekly Jobless Claims…est. 205K 8:30 AM ET Continuing Claims…est. 1.78M 8:30 AM ET PPI headline M/M for August…est. +0.4% (prior 0.0%) 8:30 AM ET PPI headline Y/Y for August…est. +5.3% (prior +4.7%) 8:30 AM ET PPI Core M/M for August…est. +0.3% (prior +0.2%) 8:30 AM ET PPI Core Y/Y for August…est. +4.6% (prior +4.2%) 10:00 AM ET Existing Home Sales M/M for August…est. 3.98M (prior 4.06M) 10:00 AM ET Wholesale Inventory M/M for July…est. +1.3% 10:30 AM ET Weekly EIA Natural Gas Inventory Data

Notable Research/Data $OKLO Initiate Overweight and $55 PT @ Piper $AFRM Initiate with a Buy, $105 PT @ Loop $AMD PT raised from $575 to $710, maintains Outperform @ CLSA $META early look at Muse agent – more promising than expected @ Mizuho $DELL PT raised to $650 from $575 @ Evercore $AAPL $SSNLF Updating global bottom-up smartphone (SP) build model to reflect the latest findings from recent checks and supply chain data points @ SUSQ 8:55 AM ET Johnson/Redbook Weekly Sales 1:00 PM ET US Treasury to sell 10-yr notes

Notable Research/Data $SPCX new Buy W/ $220 PT @ Pivotal $INTC raised to Outperform, PT $120 @ Northland No Notable Data

Notable Research/Data $MU $SNDK $SKHY DRAM: Aug contracts was up LSD% MoM and suggested19% conventional DRAM price increase QoQ in 3QCY26 @ Bernstein 8:30 AM ET Nonfarm Payrolls for August…est. +56K (prior -23K) 8:30 AM ET Private Payrolls for August…est. 45K (prior +30K) 8:30 8:30 AM ET Manufacturing Payrolls for August…est. 5K (prior 5K) 8:30 AM ET Unemployment Rate for August…est. 4.1% (prior 4.1%) 8:30 AM ET Average Hourly Earnings M/M for August…est. +0.3% (prior +0.1%)

Notable Research/Data $TLSA new Buy W/ $7 PT @ BTIG $SNOW Maintain Buy, raise PT to $500 (from $425) as Ai boost to the data layer ramps @ UBS $SNOW PT raised to $525 from $500 @ WELLS $SNOW PT raised to $490 from $395 @ Citi $SNOW PT raised from $350 to $400, maintains Buy @ DBAB $SNOW Reiterate Buy and raise PT from $350 to $450 after results - acceleration...Snowball Effect @ Stifel $SNOW Raise PT to $488 from $408 after reported better-than-expected FQ227 results @ Citizens $SNOW Reiterate Buy, raise PT to $490 after results @ Citi $MRNA downgraded from Neutral to Sell /w $81 PT (from $40) @ Redburn $AVGO Broadcom Upgrade to OP from neutral: From Google risk to Anthropic ramp @ MACQ $AVGO Reiterate Overweight, raising ests – solid results, mixed guide @ KEYB 8:30 AM ET Weekly Jobless Claims…est. 205K 8:30 AM ET Continuing Claims…est. 1.79M 8:30 AM ET International Trade for July…est. (-$90.0B) 8:30 AM ET Nonfarm productivity for Q2…est. +1.4% 8:30 AM ET Unit Labor Costs for Q2…est. +1.3% 9:45 AM ET S&P Global Composite PMI, Aug-final 9:45 AM ET S&P Global Services PMI, Aug-final 10:00 AM ET ISM Non-Manufacturing PMI for August…est. 54.2

Notable Research/Data $GTLB Raise PT to $60 from $46 after earnings results; solid quarter @ RBC $DELL Maintain Buy, raise PT to $600 (from $515) after results @ Citi $DELL tgt raised to $635 from $565 @ JPM $DELL tgt raised to $735 from $650 @ Melius $DELL tgt raised to $603 from $550 @ BARC 8:15 AM ET ADP Private Payrolls for August…est. +48K 10:00 AM ET Durable Goods Orders M/M for July 10:00 AM ET Factory orders M/M for July…est. +0.6%

Notable Research/Data $LITE new Outperform W/ $1,100 PT @ Evercore 10:30 AM ET Dallas Fed Manufacturing for August

Notable Research/Data $MRVL Reiterate Buy and PT $350 after beat/Raise Q as Broad-Based DC Acceleration Drives outlooks @ Stifel $MRVL PT raised from $250 to $280, maintains Outperform @ Wolfe $MRVL raising FY27/28 ests again – Buy, $310 PT @ UBS $MRVL Reiterate Outperform and $360 PT as quarter solid; Google revenue details will have to wait @ RBC $AMZN PT raised from $315 to $355, maintains Outperform, a Top Large Cap Long @ Evercore $NVDA PT raised from $275 to $305, maintains Buy @ Freedom 10:00 AM ET Fed Chair Warsh gives remarks from Jackson Hole 10:00 AM ET University of Michigan Confidence , Aug-final…est. 51.0 10:00 AM ET University of Michigan 1-yr and 5-yr inflation expectations, Aug-final 1:00 PM ET Baker Hughes Weekly rig count data

Notable Research/Data $NVDA Strong 2027 outlook, transparency on commitments, and gross margin visibility should drive outperformance, PT $285 @ GSCO $NVDA Reiterate Overweight, $350 PT – remains a top pick @ Cantor $NVDA PT raised to $515 from $352 @ RAJA $NVDA PT raised from $315 to $400, maintains Outperform @ Bernstein $NVDA Reiterate Buy, Top Pick W/ $350 PT @ BAML $NVDA PT raised from $280 to $320, maintains Overweight @ JPMC $CRM Reiterate Overweight, $250 PT – F2H fears not coming to pass @ Cantor $CRM PT raised from $250 to $300, maintains Buy @ JEFF 8:30 AM ET Weekly Jobless Claims 8:30 AM ET Continuing Claims 8:30 AM ET Advance Goods Trade Balance for July 10:30 AM ET Weekly EIA Natural Gas Inventory Data 11:00 AM ET KC Fed Manufacturing for August

Notable Research/Data $SPCX Sees far more launches, Overweight PT $300 @ MSCO $SPCX Sees Louisiana Spaceport as bullish, Outperform PT $175 @ Wolfe 8:30 AM ET Personal Income M/M for July…est. +0.2% 8:30 AM ET Personal Spending M/M for July…prior +0.4% 8:30 AM ET PCE M/M for July…est. +0.1% (prior -0.1%) 8:30 AM ET PCE Y/Y for July…est. +3.6% (prior +3.7%) 8:30 AM ET Core PCE M/M for July…est. +0.2% (prior +0.1%) 8:30 AM ET Core PCE Y/Y for July…est. +3.3% (prior +3.3%) 8:30 AM ET Gross Domestic Product (GDP) for Q2, 2nd estimate…est. +1.5% 8:30 AM ET GDP Consumer Spending for Q2, 2nd estimate…prior +3.2% 8:30 AM ET GDP Price deflator for Q2, 2nd estimate…est. +6.2% 8:30 AM ET PCE headline prices for Q2, 2nd estimate…est. +5.1% 8:30 AM ET Core PCE headline prices for Q2, 2nd estimate…est. +3.4% 10:00 AM ET Dallas Fed PCE for July

Notable Research/Data $ARM PT raised from $565 to $641, maintains Outperform @ RAJA $AMD upgraded from Outperform to Strong Buy W/ $641 PT (from $565) @ RAJA $NVDA Maintain Outperform and $340 PT ahead of earnings @ BMO $SPCX keeps Overweight, "increasingly positive" on Grok PT $240 @ JPM $NBIS PT raised to $328 from $286 @ GSCO 8:55 AM ET Johnson/Redbook Weekly Sales 9:00 AM ET Monthly Home Prices M/M for June 9:00 AM ET CaseShiller 20-city index M/M for June 10:00 AM ET New Home Sales M/M for July…est. 620K 10:00 AM ET Consumer Confidence for August…est. 90.2 10:00 AM ET Richmond Fed Index for August…prior 5 1:00 PM ET US Treasury to sell $69B in 2-year notes

Notable Research/Data $NVDA top pick into results – staying on the offensive @ Cantor 8:30 AM ET National Activity Index for July

Notable Research/Data $SPCX initiate at Sell, PT $100 @ DZ Bank $AMD initiate at Outperform, PT $550 @ BMO 9:45 AM ET S&P Global Manufacturing PMI, Aug-flash 9:45 AM ET S&P Global Services PMI, Aug-flash 9:45 AM ET S&P Global Composite PMI, Aug-flash

Notable Research/Data $GOOGL assumed Buy and top pick W/ $410 PT @ RBLT $AMZN assumed Buy and top pick W/ $335 PT @ RBLT 8:30 AM ET Weekly Jobless Claims…est. 210K 8:30 AM ET Continuing Claims…est. 1.79M 8:30 AM ET Philly Fed Business Index for August…est. 25.0 (prior 41.4) 10:00 AM ET Leading Indicators M/M for July…est. +0.1% (prior -0.2%) 10:30 AM ET Weekly EIA Natural Gas Inventory Data