Barcelona reiterates Nvidia as overweight and an "industry leader", while Jefferies reiterates Uber as a buy. Barclays also noted that Tesla's path to 25% ownership in Tesla is a "mars shot" that could increase Elon Musk's ownership in the company from 4.0% to 16.8%. Jefferies believes Uber can benefit from Tesla's struggles to scale a Robotaxi offering, which could allow the market to focus on the fundamentals. UBS raised its price target on Apple to $287 per share from $280 ahead of earnings, while Raymond James initiated Carlisle Companies as outperform. Citi reiterates Palantir as buy and D.A. Davidson initiated Micron as buy, stating that Micron is a potential beneficiary of the "memory cycle" of artificial intelligence.