Here are Wednesday’s biggest calls on Wall Street:

Bank of America reiterates Nvidia, Marvell, Broadcom and Micron as Buy

The firm said it sees several semiconductor stocks as compelling right now.

“Overall, we maintain our bullish stance on key AI infra semis beneficiaries, with top sector picks: NVDA, MRVL, AMD, AVGO, MU, LRCX.”

Morgan Stanley reiterates Apple as Overweight

The firm said its checks show iPhone 18 demand might be “better than feared” for Apple.

“Flattish iPhone 18 Pro/Pro Max lead times globally despite +18% Y/Y premium builds in C2H suggest demand may be tracking better than feared, despite a staggered Duo launch.”

Goldman Sachs reiterates Tesla as Neutral

Goldman said its checks show deliveries tracking below consensus.

“We believe that Tesla’s 3Q26 vehicle deliveries are tracking below consensus and our prior view, and we lower our forecast to 435K from 490K.”

Morgan Stanley reiterates SpaceX as Overweight

The firm said the stock has “defensive” attributes.

“We reiterate our OW on SpaceX’s potential to drive improvement in intelligence-per-watt-per-dollar-per-second.”

Morgan Stanley reiterates Microsoft as Overweight

Morgan Stanley said it sees a compelling risk/reward.

“Microsoft increased its quarterly dividend by 7 cents or 8% to $0.98 per share. $3.92 annualized dividend implies a 0.78% yield, up from 0.7% prior. Combined with high-teens EPS growth, this supports a durable high-teens total return profile at MSFT, framing an attractive risk/reward.”

Citi reiterates Meta as Buy

Citi added a positive catalyst watch on the stock ahead of its Meta Connect conference.

“Ahead of Meta Connect on 9/23-24 whereby we expect Meta to update its AI product strategy, we are adding an upside 90-day Catalyst Watch on shares of META and we reiterate our Buy rating.”

Goldman Sachs reiterates Chevron as Buy

Goldman raised its price target to $240 per share from $225 following a series of meetings with management.

“We hosted senior leadership from Chevron Corp (CVX) for a roundtable dinner on 9/14, followed by a full-day event on 9/15 featuring a Q&A with executives and a technology showcase.”

Seaport initiates Cava as Buy

Seaport likes the company’s brand awareness.

“CAVA is the only scaled Mediterranean fast casual brand with significant runway and an opportunity to define the category. Brand awareness is still far below peers and newer stores are generating SSS growth faster than system averages. Our $58 target equates to 29x FY27E EBITDA and is supported by our 10yr DCF analysis.”