Bank of America has reiterated its Apple price target at $320 and is bullish on a foldable iPhone in 2026. The firm also upgraded Cemex to overweight from equal weight, citing the company's robust balance sheet and strong margin protection. Morgan Stanley upgraded Cheniere Energy to overweight and sees "better margins and growth prospects" for the LNG company. Stifel upgraded Valvoline to buy from hold, stating that the recent pullback provides a compelling entry point due to concerns about base oil inflation and gasoline prices. Barclays reiterates Tesla as equal weight and is cautiously optimistic about Tesla's foray into semis. Barclays also reiterated its belief that Tesla's entry into semises will be expensive but cautious. Morgan Morgan Stanley upgrades Brookfield Infrastructure Partners to Overweight and upgrades Banco Santander to overweight. The company also raised its price target on GE Vernova to $960 per share from $817.