DA Davidson upgraded Oracle to Buy with a $180 target, viewing its debt and leases as manageable gambles on future growth. Oppenheimer boosted Unity Software to Outperform at $38, arguing AI fears are overblown and the company remains a core development engine. Barclays downgraded Norwegian Cruise Line to Equalweight at $23, citing weak 1Q yields and de-premiumization pressures.

JPMorgan cut Kraft Heinz to Underweight at $22, despite a Q4 beat, due to a disappointing 2026 outlook. These moves highlight divergent analyst views on tech resilience and consumer discretionary strength.