Boeing's (BA) comeback story continues to fly higher after Melius Research upgraded the stock to buy, citing leadership changes and its Pentagon contract as catalysts. Melius and BofA also downgraded Lockheed Martin (LMT) as the firms see limited upside compared to Boeing. After FedEx (FDX) hit 52-week lows Friday, Jefferies upgraded the company to buy. Diane King Hall shows what's driving this morning's price action.