Here Are Friday’s Top Wall Street Analyst Research Calls: Broadcom, Equifax, Hubbell, Marvell Technology, NVIDIA, SpaceX, Portland General Electric, Taylor Devices, Teradyne, and More

NVIDIA (NVDA) reported Q1 FY27 revenue of $82B, up 85% YoY, driven by strong demand for Blackwell. Meta (META) reported Q2 2026 revenue of $60.8B, up 28% YoY, but EPS missed estimates due to legal and severance charges. NVDA's gross margin held at 75%, while META's operating margin compressed. Both companies are expected to lead the Magnificent Seven into Q3, with NVDA focusing on AI infrastructure and META on ad automation.

Coinbase launched tokenized US stocks on its Ethereum layer-2 network, Base, for users outside the US. Shares of Apple, Nvidia, Meta, and Alphabet are available as tokens (AAPLc, NVDAc, METAc, GOOGLc). Institutional market makers hold the underlying shares, with Alpaca acting as custodian. The tokens offer 24/7 trading, fractional ownership, and DeFi integration.

Morgan Stanley initiated coverage of Nvidia (NVDA) with a neutral view, citing risks from its AI financing activities. The bank notes Nvidia's balance sheet strength is being used strategically but introduces new risks not captured by conventional metrics. Morgan Stanley forecasts $200 billion in credit exposure by 2028, with leverage metrics remaining favorable. The bank advises patience due to overhang from guided GPU and XPU-related financing.

Paul Pelosi, spouse of House Speaker Nancy Pelosi, acquired 15,000 shares and 200 call options of Bloom Energy (BE) in July 2026, with a potential investment ranging from $3 million to $12 million. Bloom Energy reported Q2 2026 revenue of $1.065 billion, up 165.5% year-over-year, and raised full-year guidance to $3.9 billion to $4.2 billion. The stock closed at $204.02 on August 24, 2026, up 134.8% year-to-date. The Pelosi household also added to an existing Intel (INTC) position.

Taiwanese prosecutors charged nine individuals, including employees of Nvidia and Super Micro, for allegedly exporting 130 Nvidia B300 servers to China using false paperwork. Seventy-four servers were shipped through various routes, while 56 were intercepted. The case highlights export control violations and the high demand for AI servers in China. Neither Nvidia nor Super Micro is charged as a corporate entity.

Taiwanese authorities indicted nine people, including employees of Nvidia and Supermicro, for allegedly exporting AI servers to China. 50 servers were transshipped through Indonesia, eight via Japan, and the rest directly to China. Nvidia and Supermicro stated they are cooperating with the investigation. Prosecutors seek up to five years in jail for seven defendants.