NEW YORK ( TheStreet) -- The start of the day looks to be a downer, despite a big spike in the shares of Google ( GOOG) following the company's results last night. Here are the other big names in the news worth keeping an eye on.

Story Stocks

Advanced Micro Devices ( AMD): Shares are lower following its earnings results.

A.O. Smith ( AOS): Stock is hitting a new 52-week high after company reports record results.

Bank of America ( BAC): Shares are lower after it reports Q3 loss.

Estee Lauder ( EL): Stock is up after company beats and guides higher.

Callaway Golf ( ELY): Shares are lower after it warns on revenues once again.

General Electric ( GE): Stock is lower after earnings results.

Google ( GOOG): Shares are blowing through new 52-week highs.

Halliburton ( HAL): Stock edging higher after company's results.

IBM ( IBM): Shares are getting hit hard despite company raising its outlook.

Mattel ( MAT): Stock higher after company reported Q3 results.

Upgrades to Watch

American Eagle Outfitters ( AEO):Goldman Sachs raises estimates.

Advanced Micro Devices ( AMD): Citigroup raises estimates. $8.50 price target.

Amphenol ( APH): Ticonderoga Securities raises price target to $52.

Aeropostale ( ARO): Auriga initiates coverage with a buy.

Boeing ( BA): Barclays Capital raises estimates. $57 price target.

Citigroup ( C): Barclays Capital raises price target to $6.

Caterpillar ( CAT): Barclays Capital raises price target to $58.

CME Group ( CME): Keefe, Bruyette & Woods raises price target to $360.

Cytec ( CYT): Credit Suisse raises stock to an outperform. $46 price target.

General Dynamics ( GD): Barclays Capital raises price target to $78.

Gap ( GPS): UBS raises estimates. $23 price target.

Goldman Sachs ( GS): UBS raises estimates. $210 price target.

Harley-Davidson ( HOG): Deutsche Bank raises estimates. $33 price target.

Interactive Brokers ( IBKR): Keefe, Bruyette & Woods raises price target to $24.

Intercontinental Exchange ( ICE): Keefe, Bruyette & Woods raises price target to $120.

Investment Technology Group ( ITG): Keefe, Bruyette & Woods raises price target to $32.

Kroger ( KR): BB&T Capital raises stock to a buy. $30 price target.

Kohls ( KSS): Goldman Sachs raises price target to $65.

Lender Processing Services ( LPS): Goldman Sachs raises estimates. $48 price target.

Mastercard ( MA): Piper Jaffray raises price target to $266.

Marriott International ( MAR): Goldman Sachs increases estimates. $35 price target.

Masco ( MAS): Credit Suisse raises stock to a neutral. $13 price target.

Knight Capital ( NITE): Keefe, Bruyette & Woods raises price target to $24.

NYSE Euronext ( NYX): Keefe, Bruyette & Woods raises price target to $30.

SAIC ( SAI): Credit Suisse initiates coverage with an outperform. $22 price target.

State Street ( STT): Citigroup raises estimates. $66 price target.

Safeway ( SWY): BB&T Capital raise stock to a buy. $27 price target.

Terex ( TEX): Barclays Capital raises stock to an overweight. $30 price target.

Urban Outfitters ( URBN): Bank of America/Merrill Lynch initiates coverage with a buy rating.

Walgreen ( WAG): UBS raises estimates. $46 price target.

Downgrades to Watch

Allegheny Technologies ( ATI): JP Morgan cuts stock to an underweight. $34.50 price target.

Baxter ( BAX): Goldman Sachs cuts estimates. $65 price target.

CACI International ( CACI): BB&T Capital cuts stock to a hold.

Covanta ( CVA): Oppenheimer cuts stock to a perform rating.

Kinder Morgan ( KMP): Morgan Stanley cuts stock to an underweight. $57 price target.

Liberty Capital ( LCAPA): Citigroup cuts stock to a hold. $24.50 price target.

Nasdaq ( NDAQ): Keefe, Bruyette & Woods cuts price target to $21.

Nokia ( NOK): RBS cuts stock to a hold.

Regions Financial ( RF): Citigroup lowers estimates. $5 price target.

Scientific Games ( SGMS): JP Morgan cuts stock to a neutral. $20 price target.

Shaw Group ( SHAW): Baird cuts stock to a neutral. $32 price target.

Teledyne ( TDY): BB&T Capital cuts stock to a hold.

Williams Sonoma ( WSM): Goldman Sachs cuts stock to a neutral. $24 price target.

Other Key Indexes to Watch

Gold ( GLD): Gold prices are slightly lower this morning.

Oil ( USO): Oil prices are edging higher this morning.

Treasuries ( TLT): Bond prices are flat this morning.

What's the Trade?

The big keys are the GOOG and IBM reactions as we get into the gist of the trading day. I am also watching two big upgrades of CME and MA to see if buyers decide to make a move there.

Be sure to visit our complete recommended list of the Best Dividend Stocks as well as a detailed explanation of our ratings system.
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.