According to CNBC, Wells Fargo initiated BlackRock at overweight and said it sees a compelling entry point, while Morgan Stanley named Nvidia a top pick and said the chipmaker is firing on all cylinders. KeyBanc upgraded Airbnb to overweight from sector weight, RBC upgraded Arxis to outperform from sector perform, and Piper Sandler upgraded Alerus Financial to overweight from neutral. Bank of America reiterated Apple as buy after saying App Store revenue rose to $8.8 billion in F4Q26, and Citi reiterated Netflix as buy while raising its price target on Strategy to $240 from $136 after revising its 12-month BTC forecast to about $113.4k. Other moves included RBC downgrading Northrop Grumman to sector weight from overweight and lowering its price target to $525 from $640, while UBS initiated Helmerich & Payne at buy.