Given the long-term shift to the cloud and broader digital transformation trends, we believe Workday has further room to run in the HCM (human capital mgmt) market..." Lululemon- Morgan Stanley, Overweight rating "Standout is an understatement. .... This leaves room for ongoing positive EPS revisions, & we continue to see a re-rating oppty. .... After trading down in sympathy with the broader retail space since mid-August as peer reports confirmed 2Q22 topline/margin & FY guidance risk LULU bucked the trend in the space with its 2Q22 report & FY guidance raise. ....