Here are the biggest calls on Wall Street This Week:

Morgan Stanley reiterates Nvidia as overweight

Morgan Stanley said it sees plenty of positive catalysts ahead.

“To us, Nvidia remains the most attractive, with exposure to all the most exciting content stories: fast inference with groq, agenetic CPU demand, CPO solutions etc. and the most compelling product cycle in Vera Rubin, offering 35x performance improvements vs the current generation Blackwell.”

Bernstein reiterates Apple as outperform

The firm said it’s sticking with its buy rating but has margin concerns.

“Apple’s recent product release didn’t disappoint but given rising memory costs, concerns linger on what this means for gross margins in the December quarter.”

Wolfe reiterates Amazon as outperform

Wolfe raised its price target to $320 per share from $315.

“We are raising ests - our AWS revenue & OI are 8.5% & 3.9% above the Street, respectively. We think core AWS margin is underappreciated + we share our framework for Bedrock rev & margin (@50%) & revise Anthropic & OAI’s contributions. AMZN remains one of our top ’27 picks.”

Deutsche Bank reiterates Tesla as buy

Deutsche said it’s standing by its buy rating.

“Tesla stock continues to face many cross currents. While 3Q deliveries are tracking softer than expected, we would not expect the stock to move too much outside the extremes.”

Deutsche Bank reiterates Meta as buy

Deutsche raised its price target on Meta to $820 per share from $750.

“Muse has taken off electrically, tracking far ahead of recent app launches within the AI space.”

JPMorgan reiterates Meta as overweight

JPMorgan raised its price target to $920 per share from $820.

“Coming out of Meta Connect, we reiterate our Overweight rating and are raising our price target to $920.”

Morgan Stanley reiterates SpaceX as overweight

Morgan Stanley said SpaceX is not a likely threat to the wireless companies right now.

“As a result, we believe SpaceX will have limited ability to access significant swaths of critical mid-band spectrum in urban areas. The lack of an imminent threat to the Big 3’s core markets could mean that any potential MVNO agreement may not happen until several years from now.”

Bank of America reiterates AMD as buy

The firm raised its price target on top pick AMD.

“Reit AMD Buy, top CPU pick, raise CY27/28E ests. +2-3%; PO to $720 (from $620) on 30x CY28PE (27x prior) reflecting higher CPU ASPs from agentic mix.”

Citi reiterates Micron as buy

Citi raised its price target on Micron ahead of earnings next week.

“We adjust our TP to $1,300 from $1,150 on consistent 8x P/E times revised CY27 EPS.”

Rosenblatt reiterates Palantir as buy

The firm said it’s bullish on the FAA’s use of the company’s aircraft safety monitoring solution.

“We think the rollout Monday of the FAA’s SMART (Strategic Management of Airspace, Routes, and Trajectories) system highlights the FAA opportunity for Palantir. On Monday, the Federal Aviation Administration rolled out its artificial intelligence-powered tool to manage flights for the three major Washington-area airports, bringing the technology live for the first time in the U.S.”

JPMorgan upgrades CoreWeave to overweight from neutral

The firm said it sees an improving “pricing backdrop.”

“We are upgrading CoreWeave to Overweight from Neutral, led by the favorable pricing backdrop for compute given the strong demand backdrop as well as the incremental willingness of the company to lean into short-term contracts at premium pricing...”

Bank of America downgrades Nike to underperform from neutral

Bank of America said the risks are “rising.”

“We see downside risk to EPS estimates and valuation as Nike’s innovation continues to be overshadowed by a pressured classics business, while category and macro pressures build.”

HSBC upgrades BP to buy from hold

HSBC said the stock will “deleverage faster.”

“We expect BP to deleverage faster than we previously forecasted and be less reliant on asset disposals.”