According to CNBC, analysts at Bank of America, Morgan Stanley and Needham reiterated buy ratings on Datadog, Nvidia and SpaceX, respectively, with price targets of $335, $300 and $250. Bank of America’s Koji Ikeda raised his Datadog target from $305, citing stronger infrastructure software demand and AI-driven growth; he estimated Q3 FY26 revenue growth of 28.7%, compared with the Street consensus of 29.1%. Morgan Stanley’s Joseph Moore said Nvidia is navigating supply constraints and has growing advantages heading into 2027, while identifying TSMC 3 nm wafer supply as its biggest challenge. Needham’s Ryan Koontz cited SpaceX’s Q3 2026 revenue growth of 161% year over year and a 195.2% sequential increase in AI revenue. SpaceX’s AI revenue rose to $7.56 billion from $813 million in the prior-year quarter, and its Connectivity segment’s subscriber count reached 13.6 million.