Here are Monday’s biggest analyst calls: SpaceX, Nvidia, Apple, Salesforce, Robinhood, First Solar & more

Here are Monday’s biggest calls on Wall Street.

Trump’s ‘energy ceasefire’ collides with real-world problems of dwindling fuel supplies October 12, 2026
Oil markets were struggling on Monday to gauge how President Donald Trump’s new declaration of an “energy ceasefire” between Russia and Ukraine might help mitigate a deepening global oil crisis as the Middle East conflict drags on.
Myra P. Saefong
‘The prospectus looks impressive’: My financial adviser wants me to invest $350,000 in a UAE data center. Is this risky? October 12, 2026
“I’m in my 60s, recently retired and living my best life.”
Quentin Fottrell
These stocks could be the future winners — and losers — of a massive shift in IT spending October 12, 2026
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.
Hannah Pedone
Buy these stocks as plays on Google’s big spending, analyst says October 12, 2026
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.
Christine Ji
‘The house is worth $925,000’: My sister moved in with our mother, 78, and says she deserves the family home. Is she right? October 12, 2026
“The house is worth $925,000 and mom owns it outright. She also has $480,000 in investments.”
Quentin Fottrell
‘I feel like a loser’: My stock portfolio is swinging wildly. Is it finally time to worry? October 12, 2026
“I presume these are sophisticated investors taking a profit.”
Quentin Fottrell
Here’s how much extra money could be in your monthly Social Security check next year October 12, 2026
Social Security’s cost-of-living adjustment will boost retirees’ monthly budgets. But will it be enough?
Jessica Hall
Micron makes a statement with the latest clue about its cash windfall October 12, 2026
A new disclosure about Micron’s buyback plans appears meant to show shareholders that Micron is more generous with cash than one of its key rivals, an analyst said.
Britney Nguyen
Microsoft hits a big milestone that solidifies its revival October 12, 2026
Microsoft has reclaimed a $4 trillion market cap in intraday action Monday — and fresh records are in sight.
Hannah Pedone
Winter heating costs are expected to be 8.3% higher than last year. But could El Niño help? October 12, 2026
Expensive utility bills have become an increasingly sharp thorn for Americans’ wallets.
Myra P. Saefong