By Michael Bloom
Publication Date: 2026-11-11 13:24:00
Here are Wednesday’s biggest calls on Wall Street: Baird downgrades Nvidia to neutral from outperform Baird said a slew of negative catalysts are percolating. “2027 data center forecasts are being delayed due to very recent lack of visibility, with supply issues mostly the reason for a potential slowdown but also due to potential demand softening. … Finally, uncertainties related to CEO tenure into 2027 also support our trading range views on the stock near-term.” Read more. UBS reiterates Apple as neutral UBS said its checks show Apple’s iPhone wait times are trending lower. “UBS Evidence Lab data that tracks iPhone availability across 30+ geographies indicates that wait times continued to trend lower WoW for the Pro (-2 days WoW), Pro Max (-7 days WoW), and Duo (-7 days WoW) on average.” Goldman Sachs reiterates CoreWeave as buy The investment bank said investors should keep accumulating positions in shares of CoreWeave following earnings on Tuesday. “We would add to positions with the stock near YTD lows, as we believe CoreWeave’s technology differentiation and ability to scale up capex, coupled with favorable contract economics, can drive outsized equity returns over the next 12 months.” Read more. Piper Sandler upgrades Alpha Tau Medical to overweight from neutral Piper said the company has a differentiated offering. “We are upgrading our rating on DRTS shares from Neutral to Overweight. Alpha DaRT is a differentiated local alpha-radiation platform with potential…
