JPMorgan, Bernstein and Other Analysts Issue Calls on Nvidia, SpaceX, Apple, Oracle, AMD, Bullish, Meta and Rollins

According to CNBC, JPMorgan kept Apple at overweight, saying delivery estimates for the iPhone Duo were largely unchanged, with quoted dates extending into late January and the device still unavailable for in-store pickup. Bernstein maintained its outperform rating on Nvidia. Citi upgraded Rollins to buy from neutral, citing industry demand and continued deal activity. Oppenheimer raised its estimates for Advanced Micro Devices and upgraded the stock to outperform from perform after a positive meeting with management. JPMorgan added Meta to its focus list, citing expected revenue growth tied to AI-driven advertising improvements and the potential to expand and monetize Muse, Meta Model API and Muse Code. Mizuho reiterated its outperform rating on Oracle and viewed the recent broad selloff in AI stocks as a buying opportunity. Deutsche Bank reiterated its buy rating on SpaceX and raised its near-term estimates, citing a higher expected contribution from its neocloud business; it also increased its 2027 estimates based on more favorable compute pricing. StoneX initiated coverage of Bullish with a buy rating and a $42 price target.