$DIS $WBD - SENATOR WARREN URGES DOJ TO SCRUTINISE DISNEY-FUBO DEAL:VARIETY

MORNING RECAP • $TSLA +8% pre-market on report of Trump's team prioritizing self-driving vehicle regulations. • $BG approved $500M more for stock buybacks. • $F faces recall investigation for 112,567 vehicles due to seat belt issues. • $GIS prepares for mixed securities offering. • $SAVE files for bankruptcy due to financial losses. • $LBRT shares up as Chris Wright, its CEO and fracking advocate, is named Energy Secretary by Trump. • Trump's efficiency drive to slash federal contractor rates, led by Vivek Ramaswamy and Elon Musk. • Oil prices decline due to ample global supply and weak demand outlook from China. • Manulife's CEO Roy Gori to retire in May 2025. • $MARA plans to offer $700M in convertible notes. • $HOODupgraded to Buy by Needham, target $40. • Shift4 Payments to join S&P MidCap 400, replacing RCM, effective Nov 20. R1 RCM acquisition by TowerBrook and CD&R set for Nov 19. • $BIIB downgraded to Hold by Needham with no expected upside in the next year. • $CVS upgraded to Overweight by Wells Fargo, target price now $66. • $CVS to add four new board members including Larry Robbins from Glenview Capital. • $NVDA faces overheating issues with its Blackwell GPUs in server setups. • $ALAB gets Buy rating from Citigroup with $120 target. • $MPWR upgraded to Buy after stock drop. • $SMCI aims to submit Nasdaq compliance plan. • $WBD settles NBA lawsuit, extends partnership for 10+ years.

#Upgrades - Nov 11, 2024 • $AKAM: HSBC Upgrades to Buy from Hold - PT $121 • $AMH: Evercore ISI Upgrades to Outperform from In Line - PT $42 (from $41) • $CBOE: Deutsche Bank Upgrades to Buy from Hold - PT $222 (from $212) • $CSCO: JPMorgan Upgrades to Overweight from Neutral - PT $66 (from $55) • $EPAM: Scotiabank Upgrades to Sector Outperform from Sector Perform - PT $275 • $MLNK: UBS Upgrades to Neutral from Sell - PT $25.50 (from $18) • $MRCY: Jefferies Upgrades to Hold from Underperform - PT $42 (from $30) • $NTST: Scotiabank Upgrades to Sector Outperform from Sector Perform - PT $18 • $OEC: JPMorgan Upgrades to Overweight from Neutral - PT $21 (from $20) • $OUST: Cantor Fitzgerald Upgrades to Overweight from Neutral • $PINS: Wedbush Upgrades to Outperform from Neutral - PT $38 • $SKT: BofA Securities Upgrades to Buy from Neutral - PT $40 (from $35) • $SKT: BofA Securities Upgrades to Buy from Neutral - PT $40 (from $35) • $UEIC: B.Riley Upgrades to Buy from Neutral - PT $14 (from $11) • $UPST: BTIG Upgrades to Neutral from Sell • $VLY: JPMorgan Upgrades to Overweight from Neutral - PT $11 (from $10.50) • $WBD: Wolfe Research Upgrades to Peerperform from Underperform • $WGO: Northcoast Research Upgrades to Buy from Neutral - PT $175