Group 1 - Melius Research upgraded Johnson Controls (JCI) to Buy from Hold with a price target of $148, influenced by Nvidia's comments on future cooling architectures at CES [1] - The analyst believes that the current applied HVAC "supercycle" is driven by factors that extend beyond just data centers, indicating a broader market potential [1] - Trane (TT) was also upgraded to Buy based on similar reasoning regarding the HVAC market dynamics [1]