Here are Monday's biggest analyst calls: Nvidia, Apple, SpaceX, Dick's, Micron, Broadcom, Microsoft & more

Bank of America reiterates Nvidia as Buy ahead of earnings later this month, citing ~16x forward P/E and overblown memory concerns.

Mild positive bias into earnings; near-term trading likely follows positioning around the earnings date.

This is an analyst reiteration with a clear valuation/demand narrative, but it is not a new company disclosure like guidance or results.

Jefferies downgrades Apple to underperform, saying higher-priced iPhone models look challenging and the all-glass iPhone was canceled due to low yield.

Downward pressure possible, especially for traders focused on iPhone ASP/mix and supply-chain yield risk.

The article includes a concrete claim (all-glass iPhone canceled due to low yield), but it is still an analyst survey/check rather than a company filing.

Bernstein reiterates Microsoft as outperform and raises its price target to $660, arguing Microsoft is taking a measured approach versus demand signals.

Moderate positive bias; likely supportive for dips rather than a standalone catalyst.

Analyst target changes can move sentiment, but the article provides no new Microsoft operational disclosure.

Mizuho reiterates Broadcom as outperform, highlighting a wide technology moat and positioning in the AI ASIC market at a discount.

Slight positive drift possible, particularly among AI infrastructure/semis traders.

This is a reiteration without new Broadcom fundamentals or guidance in the text.

UBS reiterates Micron as Buy, calling it a structural reset in earnings power and maintaining a $1,625 price target.

Supportive for long-biased positioning; may reduce downside expectations into earnings.

No new Micron datapoint is disclosed beyond the analyst’s thesis and maintained target.

Bank of America initiates coverage of Standard Nuclear with a Buy rating and a $15 price objective, citing a unique offering.

Potential short-term pop from initiation, but follow-through depends on subsequent disclosures.

Initiation is a fresh catalyst, yet the article provides limited concrete operational details.

Morgan Stanley initiates Csquare at overweight with a mid-'27 price target of $26, citing catalysts tied to retail colocation capacity.

Moderate positive bias; likely more relevant for swing traders than long-term holders.

The article is a coverage initiation without new company filings or contract specifics.

Loop downgrades Domino’s Pizza to hold and cuts its price target from $522 to $353, citing sluggish comps.

Downward pressure possible, especially for traders sensitive to consumer demand/comps.

The article includes a concrete target reduction and a specific driver (sluggish comps), though it remains analyst-driven.