Diane King Hall breaks down this morning's biggest market movers to kick off the new trading week. She says BofA reiterates a buy on ServiceNow (NOW) but turns cautious on Salesforce (CRM). Morgan Stanley upgrades Lam Research (LRCX) as chip cycle optimism grows, while Berkshire Hathaway (BRK/B) builds up its stake in Alphabet (GOOGL) 13-F shake-up.