Netflix upgraded to buy with $120 target; stock recovered from lows; Warner Brothers acquisition concerns on back burner; positive earnings expected; raising prices improves profitability.

Goldman's bullish due to growth in sales/EPS, original content improving operating leverage, and 25% net income margins.

Carvana downgraded to neutral by Bank of America; target lowered to $360; rising two-year yields and oil prices strain financing and operational costs, impacting lower/middle-class consumers.

Geopolitical risk and higher interest rates constrain growth prospects; risk-reward now balanced.

Intel price target raised to $70 by KeyBanc; CPU shortage drives demand; prices rising; foundry business benefits from Google/Apple; earnings estimates nearly double next year.

Outsized CPU demand in server market; relationships with Google TPU and Apple chip manufacturing boost revenues.