Wall Street Analysts are Bullish on NVDA, MU, NFLX, TMUS

"Investors are still shrugging off trade war fears and the fact that the U.S. government is now in its third week of a shutdown. Granted, the trade war is still an issue. Most recently, President Trump threatened China with a ban on cooking oil, which followed China's purchase of fewer U.S. soybeans. Trump has also threatened an additional 100% tariff on any goods coming from China following Beijing's rare earth controls."

"Analysts at Bank of America just reiterated a buy rating on Nvidia ( NASDAQ: NVDA). The firm says NVDA is well-positioned for healthcare and artificial intelligence. "Nvidia, a leader in accelerated computing, has broadened its reach into high-compute healthcare workloads and continues to engage in partnerships on the application side," they said, as quoted by CNBC. Morgan Stanley is still bullish on NVDA, noting,"

"Analysts at UBS just reiterated a buy rating on Micron ( NASDAQ: MU), noting, "Our latest round of industry checks points to a very robust demand environment being met by acute and worsening DRAM supply shortages - we are increasing pricing once again, now see C2026E EPS power approaching $30, and raising PT from $225 to $245." Wells Fargo just reiterated an overweight rating on Netflix ( NASDAQ: NFLX)."

Markets have remained largely untroubled by escalating U.S.-China trade tensions and a U.S. government shutdown entering its third week, with investors watching potential impacts. President Trump threatened China with a cooking oil ban and a 100% tariff amid reduced soybean purchases and Beijing's rare-earth controls. Analysts issued several reaffirmations: Bank of America and Morgan Stanley expressed continued optimism on Nvidia's positioning in AI and healthcare. UBS reiterated a buy on Micron, citing acute DRAM supply shortages and higher pricing. Wells Fargo maintained an overweight stance on Netflix, noting engagement trends and guidance risks into 2026.

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