Morning Playbook: Dividend.com

NEW YORK (TheStreet) -- The market is looking at another decent start to the trading day. The M&A pipeline is heating up, and this is not good news for short-sellers at the moment. Here are some names to watch today.

Story Stocks

Adobe Systems(ADBE Quote): Stock is lower on company's earnings results and news it will acquire Omniture(OMTR Quote).

Rambus(RMBS Quote): Shares are higher after company raises guidance.

Baxter International(BAX Quote): Stock is trading flat as company reaffirms guidance.

Corning(GLW Quote): Stock is slightly higher on news it will acquire Axygen BioScience for $400 million.

KB Home(KBH Quote): Shares are up slightly on news the company will resume its MidAtlantic operations.

Rockwell Automation(ROK Quote): Stock is trading flat as company reaffirms guidance.

Agco(AGCO Quote): Shares are getting hit this morning after company warns its profit will fall short of estimates.

Upgrades to Watch

Marriott International(MAR Quote): Initiated as a buy at Citigroup.

Starwood Hotels(HOT Quote): Initiated as a buy at Citigroup.

Humana(HUM Quote): Initiated as a buy at Collins-Stewart.

Graco(GGG Quote): Baird raises stock to a neutral. $26 price target.

Aetna(AET Quote): Goldman Sachs raises stock to a neutral from a sell. $28 price target.

Kansas City Southern(KSU Quote): Merrill Lynch/Bank of America raises estimates. $31 price target.

Best Buy(BBY Quote): Goldman Sachs raises price target to $44.

Sandisk(SNDK Quote): Broadpoint Amtech raises stock to a buy. $26 price target.

Capital One Financial(COF Quote): Sandler O'Neill raises stock to a hold. $40 price target.

American Express(AXP Quote): Sandler O'Neill raises stock to a hold from a sell. $35 price target.

BJ's Wholesale Club(BJ Quote): Barclays Capital raises stock to an overweight. $43 price target.