Morning Playbook: Dividend.com

NEW YORK (TheStreet) -- The markets are looking to take a breath this morning, following the recent run-up. The earnings reactions to FedEx(FDX Quote) and Oracle(ORCL Quote) are negative so far. Here is the list of names that traders should keep an eye on.

Story Stocks

Oracle(ORCL Quote): Stock is lower after company's earnings results.

Eastman Kodak(EK Quote): Shares are slightly lower after company launches private placement of $300 Million convertible senior notes.

AMERIGROUP Corporation(AGP Quote): Stock is lower after company lowers guidance.

Discover Financial Services(DFS Quote): Shares are higher after company reports results.

AMR Corporation(AMR Quote): Stock is jumping after company obtains $2.9 billion in liquidity.

FedEx(FDX Quote): Shares are slightly lower after company reports results.

Dress Barn(DBRN Quote): Stock is lower after company gives mixed guidance.

Tessera Technologies, Inc.(TSRA Quote): Stock is approaching 52-week highs after company raises guidance.

Hospira, Inc.(HSP Quote): Shares are trading near 52-week highs after company boosts outlook.

Upgrades to Watch

Home Depot(HD Quote): FBR Capital Markets raises price target to $31.50.

Lowe's(LOW Quote): FBR Capital Markets raises price target to $22.

Royal Caribbean(RCL Quote): Goldman Sachs raises price target to $18.

Spirit AeroSystems(SPR Quote): Goldman Sachs adds stock to "conviction" buy list. $50 price target.

Express Scripts(ESRX Quote): Goldman Sachs reinitiates coverage with a buy rating. $90 price target.

SunTrust Banks(STI Quote): Oppenheimer initiates stock with an outperform rating.

Genworth Financial(GNW Quote): Deutsche Bank raises stock to a buy.

Cognizant Technology Solutions(CTSH Quote): UBS raises estimates. $43 price target.

Seaspan(SSW Quote): Merrill Lynch/Bank of America raises stock to a buy. $14 price target.

Itron(ITRI Quote): Jefferies & Co. initiate coverage with a buy rating. $77 price target.

Viacom(VIA-B Quote): UBS raises stock to a buy.