NEW YORK (TheStreet) -- It is a cautious start to the new trading day, but I expect shorts to be a bit nervous after yesterday's intraday dips were met solidly by new buying. Here are some of today's big movers.

Story Stocks

Pep Boys ( PBY): Shares are dipping after earnings results falls short.

Casey's General Stores ( CASY): Stock is higher after company beats earnings estimates.

National Instruments Corp ( NATI): Shares are higher after company raises guidance.

McDonald's ( MCD): Stock is lower as August sales fall short of estimates.

Dr. Pepper Snapple Group ( DPS): Shares are flat as company reaffirms guidance.

Upgrades to Watch

Atheros Communications ( ATHR): Merrill Lynch/Bank of America raises price target to $28.

STEC, Inc. ( STEC): JP Morgan initiates stock with an overweight rating. $50 price target.

Capital One Financial ( COF): Citigroup raises stock to a buy. $44 price target.

Eaton Vance ( EV): Barclays Capital initiates coverage with an equal-weight. $29 price target.

Morgan Stanley ( MS): JP Morgan raises stock to an overweight. $36 price target.

Goldman Sachs ( GS): JMP Securities raises stock to an outperform.

United Parcel Service ( UPS): JP Morgan raises stock to an outperform. $70 price target.

Invesco ( IVZ): Barclays Capital raises stock to an overweight. $25 price target.

Gen-Probe Incorporated ( GPRO): Oppenheimer raises stock to an outperform. $47 price target.

Xilinx ( XLNX): UBS raises price target to $25.

General Electric ( GE): Goldman Sachs raises price target to $18.

Wynn Resorts ( WYNN): Oppenheimer upgrades stock to a perform rating. $61 price target.

Stryker ( SYK): Deutsche Bank raises stock to a buy. $50 price target.

F5 Networks ( FFIV): Deutsche Bank raises stock to a buy. $46 price target.

Franklin Resources ( BEN): Barclays Capital initiates stock with an overweight. $104 price target.

Best Buy ( BBY): Merrill Lynch/Bank of America raises price target to $42.

eBay ( EBAY): Bernstein Research raises stock to an outperform. $28 price target.

Federated Investors ( FII): Barclays Capital initiates stock with an equal-weight. $26 price target.

Microchip Technology ( MCHP): UBS raises estimates. $28 price target.

Sandisk ( SNDK): Deutsche Bank upgrades stock to a buy. $23 price target.

Altera Corp ( ALTR): Credit Suisse raises price target to $21.

Downgrades to Watch

McGraw-Hill ( MHP): Argus Research cuts stock to a hold.

MEMC Electronics ( WFR): UBS cuts estimates. $22 price target.

AeroVironment ( AVAV): Janney Montgomery Scott cuts stock to a neutral.

Kraft Foods ( KFT): Argus Research cuts stock to a hold.

Dupont ( DD): Goldman Sachs cuts stock to a neutral. $32 price target.

UBS ( UBS): JP Morgan cuts stock to a neutral.

Checkpoint Software ( CHKP): FBR Capital Markets cuts stock to a market perform. $29 price target.

Dish Network ( DISH): Goldman Sachs cuts stock to a sell.

Sears Holdings ( SHLD): UBS cuts estimates. $47 price target.

Palm ( PALM): Credit Suisse cuts stock to a neutral. $12 price target.

Other Key Indexes to Watch

Gold ( GLD): Gold prices are popping higher as the metal begins another assault on the $1,000 an ounce level.

Oil ( USO): Oil prices are slightly higher following yesterday's burst higher.

Treasuries ( TLT): Bond prices are lower as stocks continue to attract new money.

What's the Trade?

I am looking for some of yesterday's themes to carry through early on. One key will be if gold can sustain any kind of rally today, after most of the gold mining stocks dripped down into the close. Another big key will be if financials can participate in a rally today -- most of the financials, with the exception of Goldman Sachs, failed to rise amid yesterday's rally.

At the time of publication, the author had no positions in stocks mentioned, although positions may change at any time.

Tom Reese and Paul Rubillo are senior editors of Dividend.com. Visit Dividend.com for more dividend stock ratings, picks, news, and analysis for long-term and income-seeking investors.