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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are the biggest calls on Wall Street on Tuesday: Bank of America reiterates Apple as buy The bank is sticking with Apple following earnings. “Reiterate Buy on strong capital returns, eventual winner on AI at the edge and optionality from new products.” Read more. Deutsche Bank reiterates Palantir as buy Deutsche says the company is firing on all cylinders following earnings released on Monday. “Palantir delivered another very strong quarter, with growth accelerating across both Commercial and Government despite the increasingly significant scale of each business.” Morgan Stanley initiates Pony AI at overweight Morgan Stanley says the China autonomous company has more room to run. “Founded in 2016 in Silicon Valley, Pony AI has become one of the leaders in autonomous mobility and has been rapidly expanding its robotaxi services in China.” Wedbush initiates Nano Nuclear Energy at outperform Wedbush says the nuclear company has plenty of upside. “We are initiating coverage of Nano Nuclear (NNE) at OUTPERFORM with a $18 price target.” KeyBanc upgrades Howmet Aerospace to overweight from sector weight KeyBanc likes the company’s growth outlook. “We upgrade shares to Overweight ($237 price target), seeing relative value with the stock down ~11% over the last six months (vs. S & P up ~5%), given our 2027+ growth expectations and HWM’s valuation position as the best-in-breed and growth profile.” Bank of America downgrades Marvell to neutral from buy Bank of America sees a “stock overhang” following the company’s deal for Lumentum. “We downgrade MRVL to Neutral from Buy, maintain our estimates, but lower PO to $225 from $400 on potential for extended stock overhang from announced all-stock LITE deal, and from recent contraction in sector multiples.” Goldman Sachs upgrades SiriusXM to buy from neutral Goldman says Sirius has “spectrum optionality.” “We upgrade shares of SIRI from Neutral to Buy and increase our PT from $33 to $37, reflecting a higher contribution from spectrum optionality and the incorporation into our estimates of more robust contributions from the YouTube advertising partnership in 2027+.” Bernstein reiterates Nvidia as outperform Bernstein says it’s sticking with Nvidia. “The datacenter opportunity is enormous.” BMO lifts Marsh & McLennan & AON to outperform from market perform BMO sees organic growth at the insurers. “We upgrade MRSH and AON to Outperform, and downgrade AJG to Mkt Perform. Our broker rank-order shows a preference for the insurance brokers geared towards the ‘large-employer’ competitive sandbox.” Morgan Stanley reiterates EchoStar and SpaceX as overweight Morgan Stanley says a “tie up” of both companies makes sense. “We continue to see ECHO shares offering attractive value beyond the 262mn shares of SPCX (closing Nov ’27) with several attractive assets not priced in, including ~30 MHz of low/mid- band spectrum along with Boost Wireless (~$1-2bn) & Dish DBS (~$7bn), although several moving parts remain.” JPMorgan initiates TRex Bio at overweight JPMorgan says the biotech company has a differentiated offering. “We are initiating coverage of TRex Bio (TRXB) with an OW rating and a Dec- 2027 PT of $20.” JPMorgan upgrades Cloudflare to overweight from neutral JPMorgan says buy the dip. “We are upgrading shares of NET f ollowing the -20% pullback over the past month as we anticipate the modestly lower valuation premium, while still high, will offer an attractive entry into the shares…” Barclays upgrades Bloom Energy to overweight from equal weight Barclays sees improving demand. ” BE’s accelerating capacity build, rising customer deposits and new supply commitments suggest demand is ramping faster than we previously expected, driving upside to our revenue outlook despite near-term FCF pressure.”Read More