BUZZ-U.S. STOCKS ON THE MOVE-Kratos, Forward Air, Bank stocks

Wall Street's main indexes rose on Monday to one-week highs as optimism around AI boosted semiconductor stocks, and a report suggested the incoming Trump administration could adopt a less aggressive stance on tariffs than previously anticipated. .N

At 13:30 EST, the Dow Jones Industrial Average .DJI was up 0.38% at 42,896.24. The S&P 500 .SPX was up 0.92% at 5,997.12, and the Nasdaq Composite .IXIC was up 1.49% at 19,913.62.

The top three S&P 500 .PG.INX percentage gainers:

** Micron Technology Inc MU.OQ, up 12.5%

** Super Micro Computer Inc SMCI.OQ, up 10.9%

** Teradyne Inc TER.OQ, up 7.4%

The top three S&P 500 .PL.INX percentage losers:

** Axon Enterprise Inc AXON.OQ, down 6.1%

** Palantir Technologies Inc PLTR.OQ, down 4.5%

** T-Mobile US Inc TMUS.OQ, down 3.6%

The top three NYSE .PG.N percentage gainers:

** Fubotv Inc FUBO.N, up 232.6%

** Amprius Technologies Inc AMPX.N, up 19.5%

** Nouveau Monde Graphite Inc NMG.N, up 18.2%

The top three NYSE .PL.N percentage losers:

** OppFi Inc OPFI.N, down 13.2%

** Multiplan Corp MPLN.N, down 12.7%

** Nine Energy Service Inc NINE.N, down 11.2%

The top three Nasdaq .PG.O percentage gainers:

** Boxlight Corp BOXL.OQ, up 282.6%

** Scisparc Ltd SPRC.OQ, up 119.7%

** Nanovibronix Inc NAOV.OQ, up 93.0%

The top three Nasdaq .PL.O percentage losers:

** Real Good Food Company Inc RGF.OQ, down 50.7%

** Luna Innovations Inc LUNA.OQ, down 45.1%

** BioLine RX Ltd BLRX.OQ, down 41.5%

** Confluent Inc CFLT.O:

** ServiceNow Inc NOW.N:

** Varonis Systems Inc VRNS.O:
BUZZ - Piper Sandler sees IT spending boost in 2025; upgrades Fortinet nL4N3O20LK

** Microsoft Corp MSFT.O:

** Nvidia Corp NVDA.O:

** Super Micro Computer Inc SMCI.O:

** Broadcom Inc AVGO.O:
BUZZ - US chipmakers rise as Microsoft plans to invest $80 bln on AI data centers nL4N3O20NN

** T-Mobile US Inc TMUS.O:
BUZZ - Falls after brokerages downgrade ratings nL4N3O2108

** Bank of America Corp BAC.N:

** Goldman Sachs Group Inc GS.N:

** JPMorgan Chase & Co JPM.N:

** Morgan Stanley MS.N:
BUZZ - Barclays positive on US large-cap banks in 2025, raises Citigroup to 'overweight' nL4N3O20M4

** Synchrony Financial SYF.N:
BUZZ - Rises after Barclays upgrades to 'overweight' nL4N3O20PO

** American Airlines Group Inc AAL.O:
BUZZ - Rises as brokerages upgrade to 'buy', hike price targets nL4N3O214Z

** Lyft Inc LYFT.O:
BUZZ - Rises as Benchmark upgrades to 'buy' nL4N3O20OM

** Capri Holdings Inc CPRI.N:
BUZZ - Rises after BMO upgrades stock to 'outperform' nL4N3O20ZW

** Uber Technologies Inc UBER.N:
BUZZ - Rises on $1.5 bln share buyback nL4N3O20R8

** Paycor HCM Inc PYCR.O:
BUZZ - Jumps on reported buyout deal by Paychex nL6N3O20CV

** Fortinet Inc FTNT.O:

BUZZ - Up as Piper Sandler raises to 'overweight' on firewall opportunity nL4N3O20UC

** Boeing Inc BA.N:
BUZZ - Rises after Barclays upgrades to 'overweight', hikes PT nL4N3O216A

** Capital One Financial Corp COF.N:

** Discover Financial Services DFS.N:
BUZZ - Barclays upgrades Capital One and Discover to 'overweight' rating nL4N3O20UE

** SolarEdge Technologies Inc SEDG.O:
BUZZ - Rises on workforce reduction plan, safe harbor agreements nL4N3O20RA

** CNH Industrial NV CNH.N:
BUZZ - Up after Bernstein upgrades stock on sales recovery potential nL4N3O210Q

** United States Steel Corp X.N:
BUZZ - Nippon file lawsuit against Biden's order nL4N3O20V7

** Wayfair Inc W.N:
BUZZ - Wedbush downgrades Wayfair on tariff concerns, tepid growth expectations nL4N3O20VY

** Quantum-Si Inc QSI.O:
BUZZ - Falls after $50 mln stock offering nL4N3O20W1

** Lucid Group Inc LCID.O:
BUZZ - Climbs on record Q4 deliveries nL4N3O20Y2

** FuboTV Inc FUBO.N:
BUZZ - Jumps on deal with Disney to merge online live TV businesses nL4N3O20WW

** Chewy Inc CHWY.N:
BUZZ - Climbs after Mizuho upgrades, hikes PT by 75% nL6N3O20EB

** Church & Dwight Co Inc CHD.N:

** Interparfums Inc IPAR.O:

** Sally Beauty Holdings Inc SBH.N:

** Kenvue Inc KVUE.N:
BUZZ - US beauty and wellness stocks have potential in 2025, Piper Sandler says nL4N3O20SR

** General Motors Co GM.N:

** Ford Motor Co F.N:
BUZZ - Gain after report on potentially scaled-back Trump tariffs nL4N3O20X6

** Kearny Financial Corp KRNY.O:
BUZZ - Rise after Piper Sandler upgrades to 'overweight' nL4N3O210M

** Henry Schein Inc HSIC.O:
BUZZ - Rises after BofA upgrades to 'buy' nL4N3O210J

** Alibaba.com Ltd BABA.N:

** JD.com Inc JD.O:

** Pinduoduo Inc PDD.O:

** Nio Inc NIO.N:
BUZZ - China ADRs tick higher, but pare gains after Trump disputes report on tariffs nL4N3O20Y1

** L3Harris Technologies Inc LHX.N:

** Lockheed Martin Corp LMT.N:

** General Dynamics Corp GD.N:
BUZZ - Barclays cuts defense stocks PTs, raises budget growth concerns nL4N3O20YD

** NextDecade Corp NEXT.O:

** EQT Corp EQT.N:

** New Fortress Energy Inc NFE.O:

** United States Natural Gas Fund LP UNG.N:
BUZZ - Natgas firms up as winter storms boost heating demand nL4N3O2106

** Revance Therapeutics Inc RVNC.O:
BUZZ - Gains after Teoxane's buyout proposal nL4N3O211F

** Shopify Inc SHOP.N:
BUZZ - Shares rise, Wedbush upgrades, raises PT nL1N3O20KH

** Citigroup Inc C.N:
BUZZ - Rises after Barclays upgrades to 'overweight' nL4N3O20ZF

** Chevron Corp CVX.N:

** Exxon Mobil Corp XOM.N:

** APA Corp APA.O:

** Coterra Energy Inc CTRA.N:
BUZZ - Energy firms rise on weaker US dollar, strong oil demand nL4N3O211O

** AT&T Inc T.N:
BUZZ - RBC upgrades AT&T on growth initiatives, shareholder return prospects nL4N3O212S

** Bumble Inc BMBL.O:
BUZZ - Appoints ex-Salesforce exec Affronti as chief product officer, shares rise nL4N3O212J

** Kratos Defense and Security Solutions Inc KTOS.O:
BUZZ - Rises after securing OTA contract worth $1.45 bln nL4N3O2148

** Forward Air Corp FWRD.O:
BUZZ - Rises after exploring alternatives, including sale nL4N3O2181

** Republic Services Inc RSG.N:
BUZZ - RBC upgrades Republic Services to 'outperform' on favorable 2025, M&A prospects nL4N3O2185

** Wells Fargo & Co WFC.N:

** Western Alliance Bancorp WAL.N:

** Banc of California Inc BANC.N:

** Customers Bancorp Inc CUBI.N:
BUZZ - Bank stocks jump after Fed's Barr announces early resignation from regulatory job nL4N3O217W

** E.W. Scripps Co SSP.O:
BUZZ - Up after renewing affiliation deal with NBC nL4N3O218Q

** Serve Robotics Inc SERV.O:

** Arbe Robotics Ltd ARBE.O:

** Symbiotic Inc SYM.O:

** Guardforce AI Co Ltd GFAI.O:
BUZZ - Small-cap robotics firms jump ahead of CES 2025 nL4N3O218X

** MicroStrategy Inc MSTR.O:

** Coinbase Global Inc COIN.O:

** Riot Platforms Inc RIOT.O:

** Marathon Digital Holdings Inc MARA.O:
BUZZ - Crypto stocks rise as bitcoin pops above $100,000; MicroStrategy continues to load up nL6N3O20HE

** Primo Brands Corp PRMB.N:
BUZZ - Up after BMO initiates coverage, RBC raises PT nL4N3NZ0YG

** Toast Inc TOST.N:
BUZZ - Rises after BMO initiates coverage with 'outperform' rating nL4N3O21A6

The 11 major S&P 500 sectors:

(Rajarshi Roy and Siddhi Mahatole)

((Rajarshi.Roy@thomsonreuters.com, siddhiprabhanjan.mahatole@thomsonreuters.com))