The U.S. dollar index is trading up 0.8% today, now at 84.2540. The GSCI commodity index is up 0.5% at 627.99. WTI crude oil closed up 0.9%, at $96.02 a barrel. Brent crude trades up 0.1% at $103.80 a barrel. Natural gas is up 3.1% today at about $4.06 per million BTUs. Gold settled down 1.6% today at $1,364.70, down nearly $72 for the week.

The unofficial closing bells put the DJIA up more than 121 points to 15,354.79 (0.80%), the NASDAQ rose nearly 34 points (0.97%) to 3,498.97, and the S&P 500 rose 0.95% or nearly 16 points to 1,666.12.

There were a several analyst upgrades and downgrades today, including:

• Deere & Co. (NYSE: DE) cut to ‘sell’ and price target slashed to $85 at Goldman Sachs;
• The Walt Disney Co. (NYSE: DIS) cut to ‘neutral’ at Atlantic Securities;
• General Motors Co. (NYSE: GM) raised to ‘buy’ at Credit Agricole;
• United Continental Holdings plc (NYSE: UAL) raised to ‘market perform’ at Avondale Partners; and
• Pandora Media Inc. (NYSE: P) cut to ‘hold’ at Maxim Group on a valuation call.

Earnings reports since markets closed last night have resulted in some price changes for reporting companies as of the last half hour of trading today (more coverage is linked to the company’s name):

• Autodesk Inc. (NASDAQ: ADSK) is down 7% at $37.00;
• Dell Inc. (NYSE: DELL) is down 0.2% at $13.40;
• J.C. Penney Co. Inc. (NYSE: JCP) is down 3.6% at $18.11;
• Nordstrom Inc. (NYSE: JWN) is down 0.7% at $60.72; and
• Stage Stores Inc. (NYSE: SSI) is down 7.6% at $24.11;

Before markets open Monday morning we are scheduled to hear earnings from Campbell Soup Co. (NYSE: CPB), JA Solar Holdings Co. Ltd. (NASDAQ: JASO), and Qihoo 360 Technology Co. Ltd. (NYSE: QIHU).

Some standouts among heavily traded stocks today include:

National Bank of Greece SA (NYSE: NBG) is up 19% at $2.38. The Greek bank’s shares rise following a boost to the country’s sovereign debt rating earlier this week.

Real Goods Solar Inc. (NASDAQ: RSOL) is up 98.4% at $3.48, after posting a new 52-week high of $3.63 earlier today. The solar PV installation company is finally getting some attention from investors, even though its first quarter earnings released last week were weak.

Tableau Software Inc. (NYSE: DATA) is up 62.5% at $50.38. The cloud-based, big data visualization maker held its IPO today.

Stay tuned for Monday. We have noted the following events on the schedule (all times Eastern):

• 8:30 a.m. – Chicago Fed national activity index
• 11:30 a.m. – 3- and 6-month bill auctions

Have a great weekend!

The Google Play Music combines some of the features of Internet radio offered Pandora Media Inc. (NYSE: P), although Pandora is advertising supported, and Spotify, a subscription service that claims more than 6 million subscribers. Google allows subscribers to upload 20,000 songs at no charge, whether purchased from Apple Inc.’s (NASDAQ: AAPL) or another source, and to play them back on a PC, tablet, or smartphone.

The odd thing about Google’s streaming music plan is that it really doesn’t make a compelling case for why to subscribe. About the only advantage it might offer to get users to switch from Spotify is that it’s seach function is very likely to be better. Whether its radio feature is superior to Pandora’s remains to be seen, but that’s hardly worth $7.99 or $9.99 a month.

Apple’s iTunes store and Amazon.com Inc.’s (NASDAQ: AMZN) MP3 store, of course, follow a pay-per-download model and the only question is when both of these giants decide to jump into the streaming music subscription business. Apple has made some noises about doing this, but no official acknowledgement so far. Apple, Amazon, and Google all offer cloud-based storage for a subscriber’s personal collection.

Far more interesting than this me-too music program would be some integration of YouTube, the single most dominant music streaming program in the world, with Google’s Android ecosystem. Such an integrated system could blow all Google’s competition out of the water. Today’s effort has got to be just a placeholder for something much different and much better.

Note to Google: The name Google Play Music All Access should be the first thing to get the heave-ho.

The data comes from the latest research by Strategy Analytics and reflects profits generated in the first quarter of 2013. Of profit totaling $5.3 billion, Samsung takes an estimated $5.1 billion, with LG Electronics capturing about $100 million and the rest divided among all other Android phone makers.

Not only does Samsung beat every other smartphone maker in taking profit from Android, Strategy Analytics’ executive director notes an even more glaring note:

We believe Samsung generates more revenue and profit from the Android platform than Google does. Samsung has strong market power and it may use this position to influence the future direction of the Android ecosystem.

Google’s Motorola division is among the also-rans in the profit-taking from Android, but it is unknown how much Google benefits from its control of the advertising network that feeds the Android ecosystem. Google’s gross profit last quarter topped $8 billion, but how much can be attributed to Android is not broken out by the company. Whatever the total, it is certainly not more than $5.1 billion.

Google kicks off its developers’ conference I/O today, and the company is expected to introduce a new streaming music service that could challenge both Apple’s iTunes and Internet radio provider Pandora Media Inc. (NYSE: P). Investors are upbeat, sending the stock above $900 a share for the first time and to a new all-time high of $911.76.

What is amusing to ponder is how much Google could have profited from Android if it had charged smartphone makers even a modest licensing fee.

The U.S. dollar index is trading down 0.47% today, now at 81.762. The GSCI commodity index is up 1.2% at 629.99. WTI crude oil closed down 1.1%, at $93.46 a barrel, down 3.9% for the month of April. Brent crude trades down 1.6% at $102.19 a barrel. Natural gas is down 0.4% today at about $4.15 per million BTUs. Gold settled up 0.3% today at $1,472.10 an ounce, but lost 7.8% for the month, the largest drop in 16 months.

The unofficial closing bells put the DJIA up more than 20 points to 14,839.18 (0.14%), the NASDAQ rose nearly 22 points (0.66%) to 3,328.79, and the S&P 500 rose 0.24% or nearly 4 points to 1,597.45.

There were a several analyst upgrades and downgrades today, including Pandora Media Inc. (NYSE: P) initiated as ‘sector perform’ at RBC Capital Markets; Buffalo Wild Wings Inc. (NASDAQ: BWLD) cut to ‘hold’ at KeyBanc; Best Buy Co. Inc. (NYSE: BBY) raised to ‘buy’ at Deutsche Bank (more coverage here); PulteGroup Inc. (NYSE: PHM) cut to ‘neutral’ at J.P. Morgan; and SINA Corp. (NASDAQ: SINA) raised to ‘buy’ at Jefferies.

Earnings reports since markets closed last night resulted in some price moves today, including these as of the last half hour of trading: Embraer SA (NYSE: ERJ) is up 6.7% at $34.94; Express Scripts Holding Co. (NASDAQ: ESRX) is up 1.6% at $59.38; General Growth Properties Inc. (NYSE: GGP) is up 2.2% at $22.50 after posting a new 52-week high of $22.80 earlier today; Herbalife Ltd. (NYSE: HLF) is up 2.7% at $39.78 (more coverage here); Hertz Global Holdings Inc. (NYSE: HTZ) is up 0.2% at $24.03 after posting a new 52-week high of $24.79 earlier today; Newmont Mining Corp. (NYSE: NEM) is down 5% at $32.27 after posting a new 52-week low of $31.33 earlier today; Riverbed Technology Inc. (NASDAQ: RVBD) is up fractionally at $14.86; 3D Systems Corp. (NYSE: DDD) is up 7.3% at $38.39; Aetna Inc. (NYSE: AET) is up 2.5% at $57.55 after posting a new 52-week high of $58.63 earlier today; Anheuser-Busch InBev SA (NYSE: BUD) is up 0.3% at $95.72; Avon Products Inc. (NYSE: AVP) is up 4.5% at $23.23 after posting a new 52-week high of $24.30 earlier today; BP plc (NYSE: BP) is up 2.3% at $43.61 (more coverage here); Harvest Natural Resources Inc. (NYSE: HNR) is down 5.5% at $3.25; Marathon Petroleum Corp. (NYSE: MPC) is down 4.9% at $78.39; Office Depot Inc. (NYSE: ODP) is up 4.9% at $3.88; United States Steel Corp. (NYSE: X) is up 0.3% at $17.59; and Valero Energy Corp. (NYSE: VLO) is down 2.5% at $40.17 (more coverage here).

Before markets open tomorrow morning we are scheduled to hear earnings reports from Affymetrix Inc. (NASDAQ: AFFX), Bankrate Inc. (NYSE: RATE), Leap Wireless International Inc. (NASDAQ: LEAP), Spectrum Brands Holdings Inc. (NYSE: SPB), Trulia Inc. (NASDAQ: TRLA), Vanguard Health Systems Inc. (NYSE: VHS), ADT Corp. (NYSE: ADT), Chesapeake Energy Corp. (NYSE: CHK), Comcast Corp. (NASDAQ: CMCSA), Humana Inc. (NYSE: HUM), James River Coal Co. (NASDAQ: JRCC), Mastercard Inc. (NYSE: MA), and Viacom Corp. (NASDAQ: VIAB).

Some standouts among heavily traded stocks today include:

Sirius XM Radio Inc. (NASDAQ: SIRI) is up 5.5% at $3.24 after posting a new 52-week high of $3.25 earlier today. The satellite radio company posted good numbers and made permanent the hire of interim CEO James Meyer.

Delcath Systems Inc. (NASDAQ: DCTH) is down 39.8% at $0.84. The pharmaceutical and medical device maker will have to repeat a clinical trial.

Pitney Bowes Inc. (NYSE: PBI) is down 16.6% at $13.52. The business equipment company had a 57% drop in profits and cut its dividend.

Stay tuned for Wednesday. The Federal Open Market Committee (FOMC) concludes a two-day meeting. We have also noted the following events on the schedule (all times Eastern):

• 7:00 a.m. – Mortgage Bankers Association purchase applications
• 8:15 a.m. – ADP employment report
• 8:58 a.m. – PMI manufacturing index
• 10:00 a.m. – ISM manufacturing index
• 10:00 a.m. – Construction spending
• 10:30 a.m. – EIA weekly petroleum status report
• 2:00 p.m. – FOMC meeting announcement

Best Buy Co. Inc. (NYSE: BBY) was raised to Buy from Hold at Deutsche Bank.

Boardwalk Pipeline Partners L.P. (NYSE: BWP) was raised to Neutral from Underperform at Credit Suisse.

Buffalo Wild Wings Inc. (NASDAQ: BWLD) was downgraded to Hold from Buy at KeyBanc.

CenterPoint Energy Inc. (NYSE: CNP) was initiated with a Buy rating at KeyBanc.

Deutsche Bank A.G. (NYSE: DB) was raised to Neutral from Underperform at Credit Suisse and raised to Overweight from Neutral at J.P. Morgan.

Pandora Media Inc. (NYSE: P) was initiated with a Sector Perform rating at RBC Capital Markets.

PulteGroup Inc. (NYSE: PHM) was downgraded to Neutral from Overweight at J.P. Morgan.

Rosetta Resources Inc. (NASDAQ: ROSE) was reinstated as Outperform with a $62 price target at Credit Suisse.

SINA Corp. (NASDAQ: SINA) was raised to Buy from Hold at Jefferies.

Superior Energy Services Inc. (NYSE: SPN) was raised to Buy from Hold at Stern Agee.

Jefferies identified its top oil and gas stocks to buy amid the recent turmoil.

Read also: The Sell in May and Go Away 2013 Primer and Market Blueprint

These aren’t the only contenders. The makers of game controllers are also in the fray: Microsoft Corp. (NASDAQ: MSFT) has added video streaming capabilities to its Xbox; Sony Corp. (NYSE: SNE) will include game streaming on the coming PlayStation 4; and Nintendo and start-up controller firm Ouya already support video streaming.

The list of music and video streaming providers is seemingly endless. And all of them rely on the same thing: content. Most of that is controlled by well-established entertainment companies like The Walt Disney Co. (NYSE: DIS), CBS Corp. (NYSE: CBS), Comcast Corp. (NASDAQ: CMCSA), and other movie, TV, and music producers. And the cable and wireless carriers also want a piece of the action; see for example, Verizon Communications Inc.’s (NYSE: VZ) deal with Coinstar Inc. (NASDAQ: CSTR) for an on-demand streaming service.

The leader in video streaming, by a long mile, is Google’s YouTube. Google is trying to monetize the popularity of its video programming, but the efforts there have just begun. Intel is making a big push into building an ‘over-the-top’ box and is in negotiations with producers like Time Warner Inc. (NYSE: TWX) and Viacom Inc. (NASDAQ: VIAB) for content. How successful Intel is in negotiating prices remains to be seen, but the world’s dominant chipmaker is likely to have to pay a premium price for content, first because it’s large and can afford it, and second because the content companies are scared to death that they’ll leave a nickel on the table.

One additional wrinkle in video streaming is the potential sale of Hulu, co-owned by Disney, Comcast, and News Corp. (NASDAQ: NWSA). A sale would almost have to include content licensing for a long time at a reasonable price to the buyer. Without that, the streaming players are better off with Hulu going out of business. How Hulu’s co-owners handle a sale of the company will speak volumes about their thinking for the other licensing deals they’ve made or will make in the future.

The lead in music streaming probably belongs to Pandora, but Spotify has been pushing hard with its subscription model. It has been successful enough that Apple and Google are both said to be considering jumping into the music streaming business. Apple is apparently holding out for better pricing from the music publishers, but those guys have learned their lesson from iTunes and won’t be giving away the store again this time.

Another interesting wrinkle in the battle for the living room is Spotify’s reported plan to offer streaming video. According to a report at Business Insider, Spotify is looking for partners to help it fund the creation of its own content. Spotify, which is still privately held, has a paper value of around $3 billion, but one has to wonder how long investors will continue putting up big money if either Apple or Google launches a competing music service or Intel launches a killer video streaming product. Original content is expensive to produce and while it can be a big winner, it can also be a loser. HBO started out showing old movies and gradually moved to producing original content like “The Sopranos.” Spotify apparently believes it can shorten the cycle and go directly to producing original content. That’s a big gamble.

How do investors sort out the winners and losers? Obvious winners are the media companies like Disney and HBO that produce content. But the revenues from adding streaming licenses is likely to be only incremental. Disney’s a $100+ billion company that reported more than $11 billion in revenues in the December quarter. The 3-year deal Disney signed with Netflix is worth a suspected total of around $1 billion. That’s not chump change, but Disney won’t likely go broke without it.

And if any of the streaming video or music services really takes off? Then the content providers will jack up the prices and force the also-rans out of the bidding.

As for the streaming providers themselves, if Apple or Google gets into the business that could spell the end for the smaller players, whether solely streaming companies or hardware companies. Intel is committed and would have to slug it out with the other big two if one or both jump in. The Verizon-Coinstar joint venture has a chance, but a slim one.

Netflix, which we’ve noted elsewhere today, is currently a darling again after having spent 18 months or so in the doghouse. The stock is flirting with $200 a share again, but that’s still $100 a share below its peak. The company’s bet on its original production of “House of Cards” won’t be known in any specificity until Netflix reports first-quarter earnings. Interestingly, Netflix followed the HBO model of starting with old movies and then moving to original production and, in Netflix’s case, some big exclusive licensing deals. We’ll know better in a few weeks how that worked out and whether Netflix can maintain its status as an entertainment darling.

And Pandora and Spotify? They remain at the mercy of the music publishers who have historically been merciless. Without some serious financial backing it’s hard to see how either makes it, especially if Apple and Google are about to jump into the streaming music business.

The U.S. dollar index rose 0.02% today, now at 82.594. The GSCI commodity index is down fractionally at 648.72, with commodities prices mostly mixed again today. WTI crude oil closed up 0.5% today, at $92.54 a barrel, following the release of the EIA’s short-term energy outlook (more coverage here). Brent crude trades down 0.6% at $109.61 a barrel. Natural gas is down 0.3% today at about $3.64 per million BTUs. Gold settled up 0.9% today at $1,591.70 an ounce.

The unofficial closing bells put the DJIA up less than 2 points to 14,450.06 (0.01%), the NASDAQ fell more than 10 points (-0.32%) to 3,242.32, and the S&P 500 fell -0.24% or nearly 4 points to 1,552.48.

There were a several analyst upgrades and downgrades today, including Best Buy Co. Inc. (NYSE: BBY) raised to ‘buy’ at Goldman Sachs; RadioShack Inc. (NYSE: RSH) cut to ‘sell’ at Goldman Sachs; Pandora Media Inc. (NYSE: P) started as ‘outperform’ at Pac-Crest; Apple Inc. (NASDAQ: AAPL) maintained as ‘hold’ but price target cut to $420 at Jefferies; and The TJX Companies Inc. (NYSE: TJX) started as ‘overweight’ at Barclays.

Earnings reports since markets closed last night resulted in several price moves today, including these: CVR Energy Inc. (NYSE: CVI) is up 1.6% at $59.57; Diamond Foods Inc. (NASDAQ: DMND) is down 10.1% at $15.82; Fuel Cell Energy Inc. (NASDAQ: FCEL) is down 4.1% at $1.00; Urban Outfitters Inc. (NASDAQ: URBN) is up 0.8% at $41.81; Bon-Ton Stores Inc. (NASDAQ: BONT) is up 5.5% at $12.56; Costco Wholesale Corp. (NASDAQ: COST) is up 1.2% at $103.68 (more coverage here); and Stage Stores Inc. (NYSE: SSI) is down 0.8% at $26.62.

Before markets open tomorrow morning we are scheduled to hear from Dole Food Company Inc. (NYSE: DOLE), Majesco Entertainment Co. (NASDAQ: COOL), Peregrine Pharmaceuticals Inc. (NASDAQ: PPHM), Express Inc. (NYSE: EXPR), and TravelCenters of America LLC (NYSEMKT: TA).

Some standouts among heavily traded stocks today include:

Glu Mobile Inc. (NASDAQ: GLUU) is up 15.3% at $2.79. The mobile game developer launched its first real-money mobile gambling game in the U.K.

J.C. Penney Co. Inc. (NYSE: JCP) is up 4.3% at $15.69. The retailer denies the CEO is leaving and the shares rise. Go figure.

Zynga Inc. (NASDAQ: ZNGA) is down 4.8% at $3.74. The social game maker says it will offer real-money gambling games, but Glu Mobile beat it to the punch today.

Stay tuned for Wednesday. We have noted the following events on the schedule (all times Eastern):

• 7:30 a.m. – Mortgage Bankers Association purchase applications
• 8:30 a.m. – Retail sales
• 8:30 a.m. – Import and export prices
• 10:00 a.m. – Business inventories
• 10:30 a.m. – EIA weekly petroleum status report
• 1:00 p.m. – 10-year note auction
• 2:00 p.m. – Treasury budget

Apple Inc. (NASDAQ: AAPL) maintained Hold but price target cut to $420 from $500 at Jefferies.

America Movil SAB (NYSE: AMX) cut to Neutral at Credit Suisse.

Best Buy Co. Inc. (NYSE: BBY) raised to Buy at Goldman Sachs.

Brookdale Senior Living Inc. (NYSE: BKD) cut to Underperform at Macquarie.

Coach Inc. (NYSE: COH) maintained Buy on Focus List with $65 target at Argus.

CVS Caremark Corp. (NYSE: CVS) cut to Neutral at Goldman Sachs.

Dick’s Sporting Goods Inc. (NYSE: DKS) raised to Conviction Buy List at Goldman Sachs and maintained Buy with $60 target at Argus.

Life Time Fitness Inc. (NYSE: LTM) named Bear of the Day at Zacks.

Mosaic Co. (NYSE: MOS) raised to Outperform at BMO.

Pandora Media Inc. (NYSE: P) started as Outperform at Pac-Crest.

RadioShack Inc. (NYSE: RSH) cut to Sell at Goldman Sachs.

Red Hat Inc. (NYSE: RHT) cut to Neutral at Citigroup.

Sherwin-Williams Co. (NYSE: SHW) raised to Neutral at Credit Suisse.

Smithfield Foods (NYSE: SFD) maintained Outperform and raised target to $31 from $26 at Credit Suisse.

TJX Companies Inc. (NYSE: TJX) started as Overweight at Barclays.

United Rentals Inc. (NYSE: URI) named Bull of the Day at Zacks.

VeriFone Systems Inc. (NYSE: PAY) raised to Positive at Susquehanna.

Xoom Corp. (NASDAQ: XOOM) started as Buy at Needham, started as Market Perform at Raymond James, started as Outperform at William Blair and started as Overweight at Barclays.

UBS came out with a list of eight stocks to buy now.

Here are 11 stocks which analysts expect to rise 50% to 100% (or more) over the next year.

The U.S. dollar index rose 0.73% today, now at 82.686. The GSCI commodity index is up 0.8% at 646.65, with commodities prices mixed today. WTI crude oil closed up 0.4% today, at $91.95 a barrel, up 1.4% for the week. Brent crude trades down 0.3% at $110.85 a barrel. Natural gas is up 1.3% today at about $3.63 per million BTUs. Gold settled up fractionally today at $1,576.90 an ounce, and up 0.3% for the week.

The unofficial closing bells put the DJIA up about 63 points to 14,392.46 (0.44%), the NASDAQ rose about 12 points (0.38%) to 3,244.35, and the S&P 500 rose 0.42% or more than 6 points to 1,550.77.

There were a several analyst upgrades and downgrades today, including Tiffany & Co. (NYSE: TIF) cut to ‘sell’ at Canaccord Genuity; Skullcandy Inc. (NASDAQ: SKUL) cut to ‘underweight’ at Piper Jaffray and cut to ‘underperform’ at Raymond James and D.A. Davidson; Time Warner Inc. (NYSE: TWX) raised to ‘buy’ with a price target of $68 at Argus; Hecla Mining Co. (NYSE: HL) raised to ‘buy’ at Global Hunter; and Apple Inc. (NASDAQ: AAPL) reiterated as ‘outperform’ with a price target of $600 at Credit Suisse.

Earnings reports since markets closed last night resulted in several price moves today, including these: Finisar Corp. (NASDAQ: FNSR) is down 8.7% at $14.46; H & R Block Inc. (NYSE: HRB) is up 9.2% at $27.27 after posting a new 52-week high of $27.50 earlier today; Pandora Media Inc. (NYSE: P) is up 17.1% at $13.74 after posting a new 52-week high of $14.70 earlier today (more coverage here); Workday Inc. (NASDAQ: WDAY) is up 0.9% at $62.20; Ann Inc. (NYSE: ANN) is up 7.7% at $31.23; and Foot Locker Inc. (NYSE: FL) is down 6.9% at $32.89 (more coverage here).

Before markets open Monday morning we are scheduled to hear from Canadian Solar Inc. (NASDAQ: CSIQ), Chyron Corp. (NASDAQ: CHYR), Dick’s Sporting Goods Inc. (NYSE: DKS), and Renren Inc. (NASDAQ: RENN).

Some standouts among high-volume stocks today include:

Pandora Media Inc. (NYSE: P) is up 17.1% at $13.74. This Internet radio company not only posted results that investors liked, the company’s CEO announced that he is leaving.

Vale SA (NYSE: VALE) is down 2.3% at $18.67. The Brazilian mining company faces the dim prospect of falling iron ore prices in 2013. Shares are down 11% since the beginning of the year.

Vodafone Group plc (NASDAQ: VOD) is up 2.8% at $27.72. The mobile phone carrier hasn’t yet exhausted the glow from talk of a possible merger or buyout of its stake in Verizon Wireless.

Stay tuned for Monday. We have also noted the following events on the schedule (all times Eastern):

• 11:30 a.m. – 3- and 6-month bill auctions

Apple Inc. (NASDAQ: AAPL) reiterated Outperform and $600 price target by Credit Suisse.

Credit Suisse Group (NYSE: CS) raised to Buy from Neutral at UBS.

Hecla Mining Co. (NYSE: HL) raised to Buy at Global Hunter.

Navistar International Corp. (NYSE: NAV) rose handily on Thursday after activist investor Carl Icahn got his way on the board. Now J.P. Morgan has raised its rating to Overweight from Neutral.

Pandora Media Inc. (NYSE: P) has shuffled the chairs in the C-suite after earnings. Now Pandora has been raised to Overweight from Neutral at Piper Jaffray. Maintained Neutral but raised target to $13 from $10 at Credit Suisse.

Rockwell Automation Inc. (NYSE: ROK) cut to Neutral from Outperform at Credit Suisse.

Skullcandy Inc. (NASDAQ: SKUL) disappointed the street by predicting a loss. Now we have seen three downgrades: cut to Underperform at Raymond James, cut to Underweight at Piper Jaffray and cut to Underperform at D.A. Davidson.

Southwest Airlines Co. (NYSE: LUV) raised to Buy at UBS.

Telefonica S.A. (NYSE: TEF) raised to Neutral at BNP Paribas.

Tiffany & Co. (NYSE: TIF) cut to Sell from Hold at Canaccord Genuity.

Time Warner Inc. (NYSE: TWX) raised to Buy from Hold with $68 target at Argus.

TiVo Inc. (NASDAQ: TIVO) started as Overweight at Piper Jaffray.

Whirlpool Corp. (NYSE: WHR) started as Buy at BofA/Merrill Lynch.

Xilinx Inc. (NASDAQ: XLNX) started as Hold at Argus.

UBS says to hell with Warren Buffett and his “never buy an airline” stance. It says to buy these airlines.

Here are 11 stocks which analysts expect to rise 50% to 100% (or more) over the next year.

BofA/Merrill Lynch has a positive research call saying that the cell phone towers still have a lot of upside left in them.