Uber Technologies (UBER) is up following mixed analyst notes. JMP Securities downgraded the stock over concerns for its full self-driving future, while Goldman Sachs placed Uber on its stock conviction list. JMP also downgraded Alphabet (GOOGL) with worries around antitrust penalties the company can face, while Goldman Sachs gave a double upgrade to Cloudflare (NET). Diane King Hall discusses some of the morning's biggest stories.