Wall Street analysts lift AI and space names as Nvidia stays a buy and Micron target jumps to $1,500

Several Wall Street firms issued a wave of buy or overweight calls on AI- and space-related stocks on Monday. Melius reiterated Nvidia as a buy, TD Cowen raised Micron’s price target to $1,500, and KeyBanc upgraded Rocket Lab and Firefly Aerospace to overweight. Some notes pointed to stronger-than-expected AI compute demand and a supply gap for medium-lift rockets. The calls focused on company fundamentals and positioning rather than macro or index-level drivers.