First, Apple. KeyBanc keeps an Underweight rating. Why? Carrier surveys show iPhone 17 sales slowing in June as buyers wait for the iPhone 18. There is real uncertainty about pricing for the next model. This hesitation is a warning sign for short-term momentum

Next, Nvidia. Morgan Stanley remains Overweight. They are optimistic about new revenue-sharing plans with neo-cloud providers. This strategy could create a large, stable annuity stream. It polarizes the stock, but the upside potential looks significant with limited downside risk

On the flip side, Tesla is under pressure. Wells Fargo reiterates Underweight. July deliveries are trending down fifteen percent year-over-year. That is much worse than the consensus forecast of a nine percent drop. The demand story is cracking in key markets

Meanwhile, SpaceX is gaining traction. Morgan Stanley sticks with its Overweight rating and a three hundred dollar price target. The key catalyst? SpaceX is proving it can maintain stickiness in AI models and translate that into real usage. This could drive a major rerating

In the chip sector, Micron gets an upgrade. New Street moves to Buy from Hold. They expect gross margins to normalize. Even if there are trough fears, they see the stock finding a bottom at thirteen times trough EBIT. It is a compelling value play

SanDisk also got a boost. JPMorgan upgraded it to Overweight. They believe SanDisk is uniquely positioned to capture the surge in NAND demand driven by AI inference. Three key dynamics support this bullish thesis

Intel is raising capital. Bank of America reiterates Buy. Intel priced a twenty billion dollar equity offering. Yes, it causes some EPS dilution, but it signals strong management conviction in their Foundry business

Dell Technologies is seeing strength. Wells Fargo raised its price target to five hundred forty-five dollars. They expect server-driven upside and an increased guidance for fiscal year twenty-seven. Supply outlooks are improving

CoreWeave reported a strong quarter. Bank of America reiterates Buy. Revenue grew one hundred twelve percent year-over-year. Operating margins beat estimates by two hundred twenty basis points. Capacity additions are paying off

Nebius is another standout. Bank of America raised its price target to three hundred ten dollars. Revenue surged four hundred fifty-four percent year-over-year. EBITDA margins hit forty point five percent, well above expectations. Finally, Disney and Salesforce. Daiwa keeps Disney as Buy, citing park outperformance. JPMorgan resumed Salesforce at Overweight, seeing acceleration in the core business. The tech landscape is shifting fast. Pick your winners carefully