Loop Capital upgraded Netflix (NFLX) to a buy from hold and called its prior downgrade of the stream giant a "mistake." Diane King Hall dives into the commentary that includes how Netflix's content drives profits. Piper Sandler and Guggenheim both upgraded Workday (WDAY) due to "environment improvements" and a wider runway for growth. Diane also notes Bernstein's upgrade of Zillow Group (ZG).