Here are Tuesday’s biggest calls on Wall Street:

Barclays reiterates Nvidia as overweight

Barclays said Nvidia remains a top idea and an “industry leader.”

“The company has turned its focus to its supply chain as it invests in its ecosystem and prepares for the next generations of technology transitions that we expect the company to take lead on.”

Barclays reiterates Tesla as equal weight

Barclays said in an analysis of Elon Musk’s path to 25% ownership in Tesla remains is a “mars shot.”

“Using a stock price of $370 and assuming the strike price of the options and the tax obligations at vesting are paid with shares, the 2018 comp package would increase Elon’s Tesla ownership by ~4.0% to ~16.8%.”

Jefferies reiterates Uber as buy

Jefferies said Uber can take advantage of Tesla’s robotaxi struggles.

“We think TSLA’s struggles to scale a Robotaxi offering reduce headline risk for UBER and allow the market to instead focus on the fundamentals.”

William Blair initiates Cardinal Health as outperform

The firm said it has a differentiated offering.

“The scale of Cardinal Health’s distribution capabilities and the breadth of its nondistribution services position the company to capitalize on a favorable demand backdrop driven by an aging population and rising chronic disease, a steady cadence of new drug launches, and continued strong adoption of specialty medicines.”

Loop initiates Wex as buy

Loop said in its initiation of Wex that the fin tech company is firing on all cylinders.

“We are initiating with a BUY rating and $195 price target.”

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UBS reiterates Apple as neutral

UBS raised its price target on Apple to $287 per share from $280 ahead of earnings.

“Supply chain checks and analysis of sell-through data suggest modest upside to our iPhone ests while demand for the Neo and Mac mini suggests demand at least in-line with our Mac rev forecast.”

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Raymond James initiates Carlisle Companies as outperform

The firm said the construction products company has plenty of upside.

“We initiate coverage of Carlisle shares with an Outperform rating and a $425 price target.”

BMO reiterates Microsoft as outperform

BMO lowered its price target to $505 per share from $575.

“With ongoing investor concern for software, and results that will likely have modest upside, we do not think MSFT’s March quarter report will serve as a liberating event.”

Bank of America upgrades TFI International to buy from neutral

The firm said the trucking and logistics company is “attractive.”

“We raise our rating on TFI International (TFII) to Buy from Neutral as we see favorable exposure to supply side and industrial demand catalysts, progress on productivity/service initiatives, and an attractive valuation vs peers.”

Citi reiterates Palantir as buy

Citi lowered its price target to $210 per share from $260 but said it’s sticking with the stock.

“We reiterate our Buy/HR rating, as we believe PLTR remains one of the top AI beneficiaries as AI continues to proliferate across enterprises, as noted at AI Summit recently.”

Mizuho reiterates Amazon as outperform

Mizuho raised its price target to $325 per share from $315 ahead of earnings.

“We increase our Amazon estimates, reflecting incremental disclosures around scaling chip and AI revenue at AWS, and new cloud deals including OpenAI, Anthropic and Meta. We see positive comments on Q/Q growth in the shareholder letter, scaling Trainium capacity, and increasing CPU demand, driving acceleration.”

William Blair initiates McKesson as outperform

William Blair said the company is a “distribution leader.”

“As the largest pharmaceutical distributor in North America, McKesson is positioned to capitalize on a structurally favorable demand backdrop supported by demographic tailwinds, continued innovation and new drug launches, and rising adoption of specialty medicines.”

D.A. Davidson initiates Micron as buy

D.A. said Micron is a beneficiary of the “memory cycle.”

“We believe artificial intelligence is creating a longer-than-usual memory cycle as compute deployment and demand generation exist in a positive feedback loop, creating a structurally higher ceiling for memory pricing and demand.”