Estee Lauder (EL) shares jumped after Deutsche Bank upgraded the stock to buy from hold and raised its price target to $95 from $71, citing the company's progress in diversifying its business beyond China and travel retail. Meanwhile, Oklo (OKLO) fell sharply as Craig-Hallum downgraded it on an "unchartered regulatory path." And, Coinbase (COIN) rose after Benchmark lifted its price target to $421 from $301. Jenny Horne and Kevin Green examine the fundamental and technical storylines taking shape for each stock.