Twilio Upgraded to Buy, Carvana Downgraded

U.S. stock futures point higher with Dow down 55 points (‑0.1%), S&P up 7 points (+0.1%), Nasdaq‑100 up 84 points (+0.4%).
Twilio shares rise after Jefferies upgrades rating to Buy, citing voice AI potential.
Tyson Foods climbs on Piper Sandler upgrade to Overweight; Carvana falls after BofA downgrades to Neutral.
Boot Barn and Rocket Companies gain from Jefferies and Barclays upgrades; Paramount Skydance secures $24 bn equity for $81 bn Warner Bros Discovery takeover.