Here are the biggest calls on Wall Street This Week:

TD Cowen Analyst Highlights NVIDIA's Broader Technology Application and Investment Merit

TD Cowen has indicated that the practical application scope of NVIDIA's technology ecosystem is far more extensive than the current market perception, representing high allocation value and deserving inclusion in investor portfolios.

The firm has assigned a Buy rating to this computing powerhouse, listing it as a top pick with a price target of $275, implying a 35% upside from Wednesday's closing price.

KeyBanc reiterates Nvidia as overweight

Key said the stock remains best positioned.

We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry.

JPMorgan reiterates Apple as overweight

The firm raised its price target to $345 per share from $325 in Apple.

However, even as short-term consumer responses to the unprecedented price increases, precipitated by the rise in memory costs, are being debated by investors, we believe there are several drivers to lead the revenue and earnings outcomes to be much more favorable than currently feared by investors.

Goldman reiterates Advanced Micro Devices as buy

The firm raised its price target on the stock o $640 per share from $450.

AMD - We see upside in the quarter driven mainly by server CPUs, with some level of potential offset in terms of PC downside; we see a favorable setup for the stock driven by strength in Server CPUs.

Goldman Sachs reiterates Sandisk as buy

The firm raised its price target on Sandisk to $2,200 per share from $1,200.

We believe investor expectations are very elevated into the print given extremely strong 2Q guidance, as well as positive commentary from management in recent weeks.

Bank of America reiterates IBM as buy

The firm raised its price target on the stock to $330 per share from $315.

Reit. Buy as IBM is mixing up to higher margin software (incl. M&A), driving strong FCF, & optionality from quantum.

Goldman Sachs reiterates Netflix as buy

Goldman lowered its price target to $110 per share from $120 but says it’s sticking with Netflix.

In terms of industry data, we frame the upcoming earnings report as likely to demonstrate a headwind to user growth (not reported) and engagement from a mixture of headwinds (seasonality, content slate & being further removed from live event impact).

Wolfe reiterates Microsoft as outperform

Wolfe lowered its price target on the stock but says it’s sticking with Microsoft.

Recent memory price increases have led us to raise our MSFT FY27 Capex estimates ($270B vs. $230B prior), and correspondingly decrease FY27 profitability estimates, as we now estimate MSFT having negative FCF in FY27. Reiterate OP and decrease PT to $525 (vs. $570 prior).

Tesla price target raised to $442 from $364 at UBS

UBS raised the firm’s price target on Tesla to $442 from $364 and keeps a Neutral rating on the shares.

SpaceX's 'Unparalleled' Assets Enable Multiple Drivers of Long-Term Upside, UBS Says

SpaceX has an "unparalleled" set of assets with multiple drivers of upside for long-term investors willing to tolerate risk, UBS said in a Tuesday note initiating coverage of the company's stock.

The company's advanced heavy-lift, reusable rocket Starship is the foundational technology that creates opportunities in launch, communications and AI computing power, with a total addressable market of almost $30 trillion, UBS said.

Morgan Stanley initiates SpaceX as overweight

Morgan Stanley said in its initiation of SpaceX that the company has plenty of upside.

With an ‘X of 1’ position in space infrastructure, we believe SpaceX can convert energy into intelligence at scale with optionality to monetize through a range of consumer and enterprise solutions for the next era of AI… the final frontier.

Rocket Lab's Stock Could Surge 250% as the Company Takes a Page Out of Spacex's Book, Analyst Says

Morgan Stanley analysts raised their bull-case target price for the company's stock to $293 from $185, noting that Rocket Lab USA, Inc. is increasingly resembling a miniature SpaceX.

Analysts led by Kristine Liwag pointed to Rocket Lab's push to diversify beyond launching rockets, opening up lucrative new opportunities.