We're increasing price targets on our bank stocks after their strong runs

Market Overview - The S&P 500 is rebounding after four consecutive days of declines, with technology stocks recovering due to strong demand for AI memory chips from Micron, which saw its shares surge over 12% [1] - Consumer discretionary stocks, including major tech companies like Amazon and Tesla, are performing well, alongside gains in restaurants, retail, travel, and leisure sectors, driven by easing inflationary pressures indicated by a cooler-than-expected consumer price index [1] Company Performance - Texas Roadhouse has rallied for two consecutive days, with additional shares purchased at lower levels [1] - Financial stocks have been strong performers, leading to raised price targets for Goldman Sachs ($925 from $850), Wells Fargo ($96 from $90), and Capital One ($270 from $250), although Capital One's rating has been downgraded to a 2 [1] - Capital One shares have increased approximately 20% since comments from New York Fed President John Williams regarding potential interest rate cuts, significantly outperforming the S&P 500's return of about 4% [1] Upcoming Earnings Reports - Nike, FedEx, and KB Home are set to report earnings after the market closes, while Conagra, Lamb Weston, Paychex, and Carnival Corp will report before the market opens on Friday [1] - The University of Michigan's consumer sentiment index and one-year inflation expectations will also be released [1]