By Michael Bloom
Publication Date: 2026-03-17 12:34:00
Here are the biggest calls on Wall Street on Tuesday: Morgan Stanley reiterates Nvidia as overweight Morgan Stanley says Nvidia laid out a “winning strategy” at its GTC Conference on Monday. “The central message is that NVIDIA based inference has clear cost per token leadership that gets better with Rubin, and our checks agree. Financial commentary positive but understated, which we like. Reiterate Top Pick.” Deutsche Bank reiterates Uber as buy Deutsche says it’s bullish on the company’s partnership with Nvidia. ” Uber ‘s newly announced expansion of its partnership with NVIDIA represents, in our view, yet another milestone that formalizes and meaningfully scales their prior agreement.” BMO initiates Navan at outperform BMO sees a compelling risk/reward for the travel company. “We initiate coverage of Navan ( NAVN) at Outperform with a $13 target price.” Read more. Needham reiterates Amazon as buy Needham says Amazon is best positioned for AI. “Since AMZN owns the largest product catalog, fulfillment network, pricing data, reviews, consumer purchase information, and merchant relationships, AI agents will become an additional source of demand feeding AMZN’s backend, aiding its rev growth, we believe.” Morgan Stanley upgrades Lemonade to overweight from equal weight The bank says it likes the company’s partnership with Tesla. “Lemonade’s Tesla partnership represents an important first step and gives Lemonade first-mover advantage in data analysis and on-the-ground…
