Oppenheimer is bullish on semiconductor and other companies benefitting from strong demand for smartphones and tablets.
Panera Bread is upgraded to 'market perform,' and Boston Scientific is downgraded to 'neutral.'
Darden is downgraded to 'neutral,' and Burger King is initiated with a 'buy.'
Monsanto is upgraded to 'outperform,' and DR Horton is downgraded to 'negative .'
The bank reports better-than-expected earnings, and the pharmaceutical agrees to be acquired by TPG.
Home Depot and Lowe's are upgraded to 'overweight,' and Chesapeake is downgraded to 'neutral.'
Amazon.com and Groupon are downgraded to 'neutral' at BofA/Merrill.
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