What has Wall Street been buzzing about this week? Here are calls made by Wall Street's best analysts during the week of September 1-5. 

1. Nvidia

JPMorgan reiterates Nvidia as overweight

JPMorgan said the stock remains well positioned in AI.

“We recently attended Hot Chips 2025 and came away with a renewed sense that explosive growth in AI adoption across consumer and enterprise use cases will continue to drive a multi-year cycle of robust demand for advanced compute, memory and networking technologies. ... .Against this backdrop of strong AI trends, we continue to view AVGO, NVDA, AMD, MRVL, MTSI and ALAB as key beneficiaries.”

Jefferies reiterates Nvidia as buy

Jefferies says the stock remains on the franchise picks list.

“The rapid proliferation of AI demand continues with leaders from across the industry offering commentary indicating significant compute supply shortages. Given NVDA’s position as the dominant supplier of AI accelerators within AI data centers, we remain bullish on shares.”

Citi reiterates Nvidia as buy

Citi said it is sticking with the stock but that it could take a breather.

“We expect NVDA stock to take a breather after a strong run in the past six months and see Jensen Huang’s 10/28 GTC keynote as the next catalyst.”

Bank of America reiterates Nvidia and Broadcom as buy

Bank of America said it is sticking with Nvidia and Broadcom as top ideas.

“We continue to favor high quality large caps including: 1) AI data centers (NVDA, AVGO, AMD), 2) EDA (CDNS), 3) Semicap (LRCX, KLAC), 4) “Analog” industrial/auto (ADI, NXPI).”

2. Tesla

Bank of America reiterates Tesla as neutral

The firm says Tesla still has huge strides to make in its robotaxi rollout.

“With EV demand likely to be soft over the next few quarters, we think TSLA will need to make significant strides in its Robotaxi rollout and its eventual start of production of Optimus to reassure investors of the long term story.”

Wolfe reiterates Tesla as peer perform

Wolfe said the backdrop for Tesla in 2026 is uncertain.

“But we are less certain into 2026, as TSLA faces a challenging fundamental backdrop.”

3. Apple

Morgan Stanley reiterates Apple as overweight

Morgan Stanley said it is bullish heading into Apple’s iPhone event on Sept. 9.

“Big picture, conservative FY26 Consensus growth expectations could make the launch a positive catalyst, for once.”

Bank of America reiterates Apple as buy

Bank of America raised its price target on the iPhone maker to $260 per share from $250.

“AAPL shares traded up after market on news reports that the judge in the DOJ-Google antitrust case had issued a memorandum opinion on remedies required of Google.”

MoffettNathanson upgrades Apple to neutral from sell

MoffettNathanson upgraded Apple and says many risks are being resolved.

“North of 30x next year’s earnings is still, in our view, too rich for any company with good but not-great earnings growth. But as risks to fundamentals resolve, we don’t believe that a sell thesis solely supported by valuation concerns is justified.”

4. Alphabet

Morgan Stanley reiterates Alphabet as overweight

The investment bank said the bull case is moving ahead following the ruling in the DOJ-Alphabet antitrust case.

“Analysis of Judge Mehta’s remedies highlight how they are likely benign and unlikely to dislodge GOOGL’s leading position. Revisions, product innovation, and commercial behavior trends matter now to push toward our $260 bull case.”

Bank of America reiterates Alphabet as buy

The firm says Alphabet remains “Apple’s most logical search partner.”

“With Gen-AI, Search is transforming into a multimodal assistant and voice search could be the next frontier, embedding AI (and agents) more seamlessly into daily routines. Google already benefits from a distribution on iOS and the potential deal will further extend Gemini reach into Apple devices, potentially driving billions of additional queries as AI capabilities grow the market.”

5. Amazon

Barclays reiterates Amazon as overweight

Barclays said it sees more upside with Amazon Web Services.

“We see potentially 200bps or so of upside to consensus AWS revenue growth in 4Q25.”

6. Microsoft

BMO reiterates Microsoft as outperform

BMO said it is sticking with the tech giant.

“Our stock view remains that MSFT is one of our favorite names driven by 1) broad portfolio that includes cloud leadership, 2) largely consistent and effective execution, and 3) reasonable valuation, though admittedly not inexpensive.”

7. Broadcom

Bank of American reiterates Broadcom as buy

Bank of America says the AI pipeline is “accelerating” following the company’s earnings report on Thursday.

“Reiterate Buy, our top pick as AVGO’s custom AI chip (XPU) continues to build with a fourth large customer (OpenAI per media reports) likely joining the current three (Google, Meta, ByteDance).”

8. Netflix

Bernstein reiterates Netflix as outperform

Bernstein said investors should buy the dip in shares of Netflix.

“While near-term questions may persist, Netflix’s longer-term growth algorithm — engagement, subs, pricing — remains solid, supporting further operating leverage and margin expansion.”

9. Western Digital

Morgan Stanley names Western Digital a top pick

Morgan Stanley raised its price target to $99 per share from $92.

“Following mgmt meetings, we gained increased confidence in WDC’s tech roadmap, and walk away more confident that WDC’s 20%+ valuation discount vs. peers is unwarranted.”

10. AMD

Seaport downgrades AMD to neutral from buy

Seaport said its supply chain checks indicate progress is slowing with its artificial intelligence accelerator business.

“Our recent conversations across the supply chain point to AMD experiencing slowing progress with its AI accelerator business. We think this makes it increasingly challenging for them to meet over-high expectations this year. We are lowering our estimates and taking our rating to Neutral from Buy.”

11. ASML

UBS upgrades ASML to buy from neutral

UBS says the semiconductor manufacturing equipment maker is a “quality compounder.”

“Given ASML’s long product lead times and high level of integration into customers’ long-term roadmaps, the market is likely to look through a relatively well telegraphed weak 26E to 27E, when we see the return of ASML as a quality compounder delivering 20% EPS CAGR 26-30E.”

12. Oracle

Mizuho reiterates Oracle as a top pick

Mizuho added the stock to its top picks list

“Oracle To Cement Its Position as 4th Hyperscaler With Focus on Enterprise: OCI [Oracle Cloud Infrastructure] should continue to deliver impressive growth as it 1) migrates on-prem workloads to the cloud, 2) attracts more multi-cloud customers, and 3) wins more cloud-native customers.”

13. Salesforce

Bank of America reiterates Salesforce as buy

Bank of America said it is sticking with the stock following earnings.

“Q2 results are not enough to dispel the bear case that Salesforce’s business could be under pressure from Agentic AI. However, backlog is growing a steady 11% before material contribution from AI/Agentforce.”

14. Lululemon

Bank of America downgrades Lululemon to neutral from buy

Bank of America says the recovery is pushed out again after the athleisure maker’s latest earnings.

“We are downgrading LULU to Neutral; the 2Q beat was overshadowed by reduced sales guidance and much larger than expected de minimis and tariff pressure.”

15. McDonald’s

UBS reiterates McDonald’s as buy

UBS said it’s even more bullish on the fast food chain following a series of meetings with management.

“We recently attended a dinner with MCD Chairman and CEO Chris Kempczinski, CFO Ian Borden and VP of IR Dexter Congbalay, and came away with reinforced confidence MCD will improve customer value perceptions and drive market share gains in the US over time.”