What I am looking at, January 12, 2022:

Did Powell outwit the myriad of critics yesterday by telling Congress he had the tools to quell inflation while at the same time banking on Omicron to blitz the population?
Big Call: PayPal (PYPL)... Jefferies buy to hold and gigantic cut in price target from $255 to $200, implying a definitive shortfall... this one has been swinging in six to nine point increments pretty much everyday... owned by the trust but have a critical view of it... analyst cites subdued revenue growth in first half... “the poor optics of downgrading –40% of highs-is not lost on us.”
Russia massing attack helicopters near Ukraine border in test of the West... will the new Germany sell us out for natural gas?
J.B. Hunt (JBHT) price target raised from $205 to $235 at Citi...analyst remains bullish on demand says there could be a plateauing of fundamentals?...
EOG Resources (EOG) price target raised from $102 to $108 at KeyBanc...says look for special dividends—new kind of oil company...
Medicare limits Biogen (BIIB) Alzheimer's drug, Aduhelm ...they clearly skeptical $28,200 a year…Eli Lilly (LLY) has much better profile—this could be much better...
Mizuho Dow Inc. (DOW) price target $64 to $65...
BioMarin (BMRN)—could hemophilia be a big $5b franchise?... last night on Mad Money... surprisingly large market...
Barclays raises PT $135 to $148 on AMD (AMD)... we bought during the sell-off...
KLA Corp. (KLAC) price target raised from $350 to $425 at Barclays…positive outlook; stays equal weight...
CVS Health (CVS) price target raised from $107 to $110 by Baird...but stays neutral and not surprise on the guidance raise...
Barclays cuts Skyworks (SWKS) from $200 to $185... hold...struggles with how much upside is left...
Texas Instruments (TXN) price target raised $170 to $180 at Barclays... yet keeps it as a sell...
Seagate (STX) price target raised at Barclays... likes it ...$85 to $100... equal weight... some positive momentum...
Barclays takes Marvell (MRVL) price target from $100 to $115... aggressive... favorite name of trust...we bought some during the sell-off...
Micron (MU) price target raised from $100 to $105 at Barclays... keeps a buy on it...
Qualcomm (QCOM)... goes from $180 to $185... Barclays keeps a hold on it...
NXP Semiconductors (NXPI)... PT $230 to $250 at Barclays and a buy…
DoorDash's CEO Tony Xu...big deal he goes on Meta (FB) board...important operations guy...
Philips (PHG)...cuts numbers... supply chain
Shopify (SHOP)... hold to buy William Blair...
Piper likes Wells Fargo (WFC)... sensitive to rates, multi-year clean up... call not keyed to the Q though...
Workday (WDAY)... Barclays $345 to $318... should it be that expensive even if demand is strong?
DoorDash (DASH)... upgraded at Evercore ISI...materially expanding platform... strong fundamental asset...
Microsoft (MSFT)... $355 to $365 at BMO... we own it...
Credit Suisse says Ford (F) and General Motors (GM) closing the gap with Tesla (TSLA)

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