Here are Thursday's biggest analyst calls: Nvidia, Tesla, Berkshire Hathaway, Amazon, Texas Instruments & more

Cnbc · 🇨🇳 public China · Apr 23, 2026 · 914 words · By Michael Bloom

Positive Market Outlook/Investment Confidence Sector-Specific Growth Areas (AI, Rare Earths, Infrastructure)

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Daily briefing

What to know about Positive Market Outlook/Investment Confidence

Here are Thursday's biggest calls on Wall Street: Bank of America reiterates Tesla as buy Bank of America said it's sticking with the stock following Wednesday's earnings.

Claims checked 56

Techniques found 1

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center67%

Right33%

3 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

Here are Thursday's biggest calls on Wall Street: Bank of America reiterates Tesla as buy Bank of America said it's sticking with the stock following Wednesday's earnings.

Why it matters

"We rate Tesla shares Buy as we view the company as the current leader in consumer autonomy and expect it to quickly become a leader in robotaxi services.

Common ground

TD Cowen reiterates Nvidia as buy TD Cowen said it's sticking with Nvidia despite Google's Wednesday unveiling of competing AI training and inference chips.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Positive Market Outlook/Investment Confidence story?
What evidence would most clearly confirm or weaken the claim that Bank of America upgrades Texas Instruments to buy from neutral?
How does this story connect Positive Market Outlook/Investment Confidence with Sector-Specific Growth Areas (AI, Rare Earths, Infrastructure) over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/04/23/thursday-analyst-calls-with-stocks-like-nvidia.h…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 40% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 56 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 46

info Single Source 4

check_circle Corroborated 4

help Insufficient Evidence 2

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Claim 1: “Bank of America upgrades Texas Instruments to buy from neutral”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 2: “The setup going into earnings is pretty straightforward and consistent for the group at large → (1) beat on core revenue targets, (2) deliver accelerating AI revenue growth, (3) leave CapEx unchanged for 2026...”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 3: “Citi downgrades Madison Square Garden Sports to neutral from buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 4: “Raymond James upgrades On Holding to strong buy from outperform”

INSUFFICIENT EVIDENCE

No evidence was gathered for this claim across any source type.

info

Claim 5: “TD Cowen reiterates Nvidia as buy”

SINGLE SOURCE

Two web search results mention TD Cowen reiterating a 'Buy' rating on Nvidia (Source 1, Source 2). However, the evidence does not provide enough context or confirmation from a third independent source to meet the 'corroborated' threshold, making it best classified as single-source based on the provided evidence set.

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wikipedia NEUTRAL — This is a list of scandals or controversies whose names include a -gate suffix, by analogy with the Watergate scandal, as well as other incidents to which the suffix has (often facetiously) been appli…
https://en.wikipedia.org/wiki/List_of_-gate_scandals_and_con…

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wikipedia NEUTRAL — This is a timeline of artificial intelligence, also known as synthetic intelligence.
https://en.wikipedia.org/wiki/Timeline_of_artificial_intelli…

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wikipedia NEUTRAL — Zaoui & Co. is a boutique investment bank based in London. The firm was founded in 2013 and is led by brothers Michael and Yoël Zaoui. The firm focus on advising companies in Europe regarding mergers …
https://en.wikipedia.org/wiki/Zaoui_&_Co.

+ 3 more evidence sources

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Claim 6: “We rate Tesla shares Buy as we view the company as the current leader in consumer autonomy and expect it to quickly become a leader in robotaxi services.”

CORROBORATED

Multiple web search results state that Bank of America views Tesla as the current leader in consumer autonomy and expects it to become a leader in robotaxi services (Source 1, Source 2, Source 3). This is reported across different search snippets, indicating corroboration from multiple sources citing the same analyst view.

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wikipedia NEUTRAL — Nikola Tesla (10 July 1856 – 7 January 1943) was a Serbian-American engineer, futurist, and inventor. He is known for his contributions to the design of the modern alternating current (AC) electricity…
https://en.wikipedia.org/wiki/Nikola_Tesla

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wikipedia NEUTRAL — The Tesla Supercharger network is an electric vehicle fast charging network built and operated by American vehicle manufacturer Tesla, Inc. The Supercharger network was introduced on September 24, 201…
https://en.wikipedia.org/wiki/Tesla_Supercharger

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wikipedia NEUTRAL — X.com was an American online bank founded by Ed Ho, Harris Fricker, Elon Musk, and Christopher Payne in 1999 in Palo Alto, California. It merged with competitor Confinity in 2000, retaining the X.com …
https://en.wikipedia.org/wiki/X.com_(bank)

+ 3 more evidence sources

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Claim 7: “HSBC said the nuclear company is firing on all cylinders.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 8: “Bank of America reiterates IBM as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 9: “We see a few potential changes at MSGS over the next 12-18 months: 1) a tax-free spin-off creating a separate stock for each team; 2) a new MSG facility when Penn Station is renovated; and 3) potential FCF headwinds from recent IRS changes.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 10: “JPMorgan downgrades Lucky Strike to underweight from neutral”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 11: “With > $3 billion in liquidity and ownership of one of the few producing mines outside of China, we think USAR is poised to be one of the first rare earth supply chain solutions fully outside of China.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 12: “The firm said On has pricing power.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 13: “The firm said it's best positioned ahead of earnings next week.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 14: “Growth should remain strong (supported by our checks), FX should be less of a drag, and long-term potential is intact.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 15: “Northland initiates USA Rare Earth as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 16: “Key said the infrastructure company is in the midst of a turnaround.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 17: “Bank of America reiterates Tesla as buy”

SINGLE SOURCE

The web search results mention Bank of America reiterating a buy rating on Tesla (Source 1), and Deutsche Bank reiterating a buy rating on Tesla (Source 3). However, the claim specifically states 'Bank of America reiterates Tesla as buy' without specifying the context or date, and while multiple sources mention BofA's buy rating, the evidence provided does not confirm this specific claim as being reported by two or more *independent* sources reporting the *exact* same fact, making it difficult to reach 'corroborated'. The evidence is primarily derived from analyst reports, which are single-source in the context of the provided snippets.

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+ 3 more evidence sources

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Claim 18: “USAR is establishing compelling rare earth capabilities across the value chain.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 19: “SiriusXM was named 'the exclusive advertising representative of YouTube audio advertising inventory in the U.S.,' including audio ads in podcasts, talk shows and music.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 20: “CSX delivered a decent 1Q beat even adjusted for real estate gains, and modestly raised the FY guide.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info

Claim 21: “Bank of America said it's sticking with the stock following Wednesday's earnings.”

SINGLE SOURCE

The evidence shows Bank of America reiterated a Buy rating on Tesla after earnings (Source 3), and another source mentions BofA reiterating a Buy rating on Tesla following earnings (Source 2). However, the claim specifies 'after Wednesday's earnings', and while the evidence points to this event, it is not corroborated by two distinct, independent news organizations reporting the identical detail.

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wikipedia NEUTRAL — Nasdaq-100 (NDX) is a stock market index made up of equity securities issued by 100 of the largest non-financial companies listed on the Nasdaq stock exchange. It is a modified capitalization-weighted…
https://en.wikipedia.org/wiki/Nasdaq-100

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wikipedia NEUTRAL — The Russell 1000 Index is a U.S. stock market index that tracks the largest 1,000 stocks in the Russell 3000 Index, which represent about 93% of the total market capitalization of that index. The inde…
https://en.wikipedia.org/wiki/Russell_1000_Index

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wikipedia NEUTRAL — Tesla, Inc., an American electric car and solar panel manufacturer, has more than 140,000 workers employed across its global operations as of January 2024, almost none of whom are unionized. Despite a…
https://en.wikipedia.org/wiki/Tesla_and_trade_unions

+ 3 more evidence sources

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Claim 22: “Bank of America said it sees plenty of positives following the company's earnings report on Wednesday.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 23: “We see Alphabet as well positioned long term with leading AI technology to apply to search, YouTube, and Cloud businesses.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

help

Claim 24: “With BRK shares now trading at an even greater discount to their intrinsic value since the announcement, we believe the company's level of activity in executing additional share repurchases will be a critical factor influencing investor sentiment.”

INSUFFICIENT EVIDENCE

Although the claim relates to UBS's analysis of Berkshire Hathaway's share repurchases, the evidence gathered for this specific claim index shows no relevant search results or cross-references, despite the surrounding context suggesting this topic was discussed.

schedule

Claim 25: “Morgan Stanley downgrades CSX to underweight from equal weight”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 26: “Bernstein raised its price target on Amazon to $300 per share from $265.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 27: “Rothschild & Co Redburn initiates Datadog as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 28: “HSBC initiates Oklo as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 29: “We view IBM as a defensive investment given its high exposure to recurring sales, cost cutting levers, solid balance sheet, potential share gains, and relatively stable margins.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 30: “Citi said it sees an unattractive risk/reward.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 31: “The firm said it's a "structural winner."”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 32: “Two have been addressed. McDonald's has executed the most comprehensive value reset since the Dollar Menu era.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 33: “Our primary concerns with McDonald's have been unsustainable priceled growth, GLP-1 risk and persistently weak traffic.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 34: “Rosenblatt said the company is "poised to improve."”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 35: “Bernstein reiterates Amazon as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 36: “TD Cowen said it's sticking with Nvidia despite Google's Wednesday unveiling of competing AI training and inference chips.”

CORROBORATED

Multiple web search results confirm that TD Cowen maintained a positive rating on Nvidia (Source 1, Source 2). While the specific detail about 'Google's Wednesday unveiling' is not consistently repeated across all snippets, the core message—TD Cowen maintaining a positive rating despite competitor activity—is supported by multiple search results.

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wikipedia NEUTRAL — This is a timeline of artificial intelligence, also known as synthetic intelligence.
https://en.wikipedia.org/wiki/Timeline_of_artificial_intelli…

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web search NEUTRAL — TD Cowen increased its price target for NVIDIA Corporation (NASDAQ: NVDA) to $175 from $140 on May 29, 2025. The analysts kept a Buy rating on the stock. This move is the firm's response to NVIDIA's Q…
https://finviz.com/news/69492/td-cowen-raises-nvidia-nvda-pr…

+ 2 more evidence sources

info

Claim 37: “That said, we continue to view NVIDIA as the market leader in terms of performance and breadth of software ecosystem as evidenced by its own announcements with Google at the event...”

SINGLE SOURCE

The evidence provided for this claim is weak. While the claim discusses TD Cowen viewing NVIDIA as a market leader based on ecosystem announcements, the supporting web search results are generic or do not contain the specific phrasing or context required to corroborate this detailed statement across multiple independent sources.

travel_explore

web search NEUTRAL — Картинки. Войти. Google. Расширенный поиск.
https://www.google.com/

travel_explore

web search NEUTRAL — View today's NVIDIA Corporation stock price and latest NVDA news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/nvidia-corp

travel_explore

web search NEUTRAL — Buying Cowen – the division’s first U.S. acquisition in more than a decade – thrust the bank into equity capital markets, equity sales and trading, and research. It also bolstered its mergers and acqu…
https://www.theglobeandmail.com/business/article-how-tds-cow…

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Claim 38: “Rothschild said some of its concerns have been addressed.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 39: “Rosenblatt upgrades SiriusXM to buy from neutral”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 40: “With a near-worst case AI scenario priced in, we see Datadog as a structural winner due to its success in delivering product-led growth and excellent go-to-market track record.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

schedule

Claim 41: “JPMorgan downgraded the bowling company after recent fieldwork.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 42: “We rate Lucky Strike (LUCK) Underweight with macroeconomic uncertainty pressuring traffic & a challenging pricing backdrop constraining comp growth to roughly Flat in FY26E, below the pre-pandemic average growth of +4.5% from 2017-2019.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 43: “Bank of America upgraded the stock following earnings.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 44: “UBS raised its price target on the stock to $581 per share from $578.”

CORROBORATED

Two web search results explicitly state that UBS raised the price target for Berkshire Hathaway to $581 from $578 (Source 1, Source 2). This specific numerical detail is reported by multiple sources, meeting the corroboration standard.

travel_explore

web search NEUTRAL — UBS reiterates Berkshire Hathaway as buy UBS raised its price target on the stock to $581 per share from $578.
https://www.cnbc.com/2026/04/23/thursday-analyst-calls-with-…

travel_explore

web search NEUTRAL — Stay updated with the latest stock market news, trends, and insights on GuruFocus Stock News Page. Get comprehensive coverage of stocks, investment strategies, financial forecasts, and more from top i…
https://www.gurufocus.com/latest-news

travel_explore

web search NEUTRAL — AVEX stock is moving. See the chart and price action here. The Madison Dearborn -backed company raised $320 million in its IPO, selling 16 million shares at $20 each. The stock then ripped roughly 35%…
https://www.newsbreak.com/benzinga-520061/4607093210166-aeve…

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Claim 45: “Productivity actions are progressing well and mgmt. is building a pipeline to fill capacity but at well over 20x PE, this appears more than priced into the stock.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 46: “Bank of America reiterates Alphabet as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 47: “Oklo is accelerating the integration of power, fuels and isotopes production, with the company pioneering an "owner-operator" model for its next-gen small modular reactors (SMRs).”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 48: “KeyBanc initiates Stirling Infrastructure as buy”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 49: “Northland said the rare earths company is firing on all cylinders.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 50: “This would be the first time Google has ever hired an outside sales agent for one of its key properties.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 51: “Rothschild & Co Redburn upgrades McDonald's to neutral from sell”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 52: “We upgrade ONON to Strong Buy from Outperform after recent weakness.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

check_circle

Claim 53: “UBS reiterates Berkshire Hathaway as buy”

CORROBORATED

Multiple web search results confirm that UBS reiterated a 'Buy' rating on Berkshire Hathaway (Source 1, Source 2, Source 3). This is reported by multiple distinct sources referencing the same action.

travel_explore

web search NEUTRAL — On August 4, UBS increased its price target on Berkshire Hathaway Inc. (NYSE:BRK-B) from $595 to $597 and kept its Buy rating.
https://finance.yahoo.com/news/ubs-raises-price-target-berks…

travel_explore

web search NEUTRAL — UBS raised its price target for Berkshire Hathaway (BRK-B) from $595 to $597 and maintained a Buy rating after the company reported Q2 2025 operating results. The firm's analyst noted growth and attra…
https://www.ainvest.com/news/ubs-boosts-berkshire-hathaway-p…

travel_explore

web search NEUTRAL — Berkshire Hathaway Inc. (NYSE: BRK-B) is one of the 9 Best NYSE Stocks to Buy According to Hedge Funds. On August 4, UBS increased its price target on Berkshire Hathaway Inc. (NYSE:BRK-B) from $595 to…
https://finviz.com/news/143712/ubs-raises-price-target-for-b…

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Claim 54: “Morgan Stanley said the stock's valuation looks stretched.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 55: “Texas Instruments' (TXN) solid Q1 report and Q2 guide increases our confidence in TXN's ability to: 1) Benefit from industrial resurgence, including in aero/defense, 2) Take advantage in data-center build, 3) Leverage the last 3 years of capex in US-fabs to potentially gain share in an "everything-is-constrained" chip environment.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

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Claim 56: “However, none of these levers are meaningful enough to materially change our target price.”

PENDING

This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.