U.S. stock futures pointed to a lower open on Wednesday, Sept. 23, with S&P 500, Nasdaq and Dow futures in the red after the tech-heavy Nasdaq Composite posted back-to-back record closes. Oil prices edged higher after American and Iranian officials met at the U.N. in New York, while the yield on the Federal Reserve-sensitive two-year Treasury note reached 4.794%, its highest level since July 2024. The newsletter, written by portfolio director Jeff Marks, highlighted analyst actions and company developments involving Microsoft, Micron, Goldman Sachs, General Mills, CoreWeave, Meta, McDonald's, Apple and Amazon. Microsoft was upgraded to buy from hold by Stifel with a $575 price target, while The Information reported that the company plans to discount Copilot to increase adoption. Microsoft said in July that Copilot had more than 30 million paid seats, up from 20 million in the prior quarter. Citi raised its Micron price target to $1,300 from $1,150, while Wells Fargo cut its target to $1,400 from $1,525 ahead of next Wednesday's earnings report. Citi expects higher blended average DRAM prices to lift its revenue and profit estimates and is watching for new long-term supply agreements. Citi also lowered its Goldman Sachs price target to $1,050 from $1,200 and remained neutral on the stock, citing pressure on financial shares from concerns that personal AI agents could hurt brokerage profits through cash sorting and from a flattening yield curve. General Mills beat low expectations on revenue and adjusted earnings in fiscal 2027's first quarter, with organic net sales flat and adjusted earnings down 13% year over year, while maintaining its full-year outlook. It expects input-cost inflation at the high end of its 4% to 5% range because of higher freight, grain and packaging spot prices and new Canadian tariffs. UBS initiated CoreWeave at buy with a $120 price target, forecasting continued growth in revenue per gigawatt while noting high leverage, rising interest rates, uncertain competition and customer concentration; the stock was down 38% from its high close of the year in May. Meta's Connect developer conference was scheduled to feature CEO Mark Zuckerberg's keynote at 7 p.m. ET. KeyBanc raised its Meta price target to $900 from $780, with analysts focused on monetization opportunities and developer relationships after interest in the company's Muse personal agent app. Meta shares rose 11% on Monday before retreating the following day, when profits were booked. McDonald's announced an approximately $8.5 billion, decade-long plan to help franchisees upgrade restaurants, improve training and enhance food service, alongside new targets for higher operating margins ahead of its investor day. Apple iPhone 18 lead times were slightly improving, according to UBS and Bank of America; those delivery intervals are viewed as a demand indicator. The next major test for Apple is expected next month with the release of the foldable iPhone Duo. Wolfe Research raised its Amazon price target to $320 from $315, representing about 25% upside from current levels, citing higher cloud-revenue and operating-income estimates and saying core AWS margin is underappreciated. The newsletter also promoted a free Top 10 Morning Thoughts on the Market email and described CNBC Investing Club trade-alert procedures, including a 45-minute wait before Jim Cramer buys or sells a stock in his charitable trust, or 72 hours if he discussed the stock on CNBC TV. The investing-club information is subject to its terms and conditions, privacy policy and disclaimer, and no fiduciary obligation or specific outcome or profit is guaranteed.