JPMorgan became Nike's (NKE) newest bull. Sam Vadas talks about the "multi-year recovery" the firm sees and how it signals a shift in retailer views after weathering tariff uncertainty. Texas Instruments (TXN) also got an upgrade from Wolfe Research, believing the company is "well positioned" to benefit from a cyclical recovery. Not all tech got favorability Monday morning, with Sam explaining Evercore ISI's downgrade on Cisco (CSCO).