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Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...

Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

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However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"Strategy","AAPL":"苹果","DIS":"迪士尼","AMZN":"亚马逊","ISRG":"直觉外科公司","NVDA":"英伟达","CRWV":"CoreWeave, Inc.","AFRM":"Affirm Holdings, Inc.","NVS":"诺华","TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"NVS":2,"TSLA":2,"ISRG":2,"AAPL":2,"AMZN":2,"CRWV":2,"NVDA":2,"MSTR":2,"DIS":2,"AFRM":2}},"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}