Although this turned out to be a pretty "meh" day for the stock market as a whole - the Dow and S&P 500 slipped a little bit, while the Nasdaq didn't gain much - Yahoo investors should be feeling pleased. Yahoo's stock rose by a significant amount as an analyst rated it "market outperform," up from "market perform." Sameet Sinha of JMP Securities is the man who's responsible for making that change, and he attributed the move to Yahoo's relationship with Microsoft.