Here are Tuesday’s biggest analyst calls: Nvidia, Apple, AMD, Etsy, Eli Lilly, Samsara & more

Here are Tuesday’s biggest calls on Wall Street.

Medicare is using AI to approve claims. The result has been ‘alarmingly high denial rates.’ September 15, 2026
A pilot program using artificial intelligence to approve care for Medicare beneficiaries has resulted in high levels of denials and delayed decisions and prompted warnings from a vendor about a lack of readiness, according to a lawsuit seeking information about the program.
Jessica Hall
‘My total balance should be $20 million’: I invested $1.1 million in a crypto platform. Have I lost it all? September 15, 2026
“I invested on the recommendation of an executive vice president of a major New York investment bank.”
Quentin Fottrell
‘There might be a silver lining’: My friend’s wife died at 60 after a high-earning career. Can he claim her Social Security? September 15, 2026
“They had been married for over 30 years when she passed.”
Quentin Fottrell
These 4 stocks could benefit most from a $3.2 trillion semiconductor opportunity September 15, 2026
A BofA analyst expects the semiconductor market to reach $3.2 trillion by the end of the decade, shrugging off fears of an AI slowdown.
Britney Nguyen
How the Iran war is transforming the relationship between stocks, bonds and oil September 15, 2026
Oil is increasingly calling the tune in global markets as rising energy prices make investors nervous.
Isabel Wang
AI stocks are rebounding. One analyst says there’s no spending slowdown in sight. September 15, 2026
Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.”
Britney Nguyen
Inflation killed the penny. Now it’s coming for your dollar. September 15, 2026
Congress congratulated itself for solving the penny problem, but what about the source of the problem — inflation?
Charlie Garcia
Why a Federal Reserve rate hike could be a ‘rare win’ for your retirement money September 15, 2026
There may be better savings yields, but beware rising credit-card rates
Jessica Hall
Top Senate Republican floats a diesel export ban as prices soar. It might not work. September 15, 2026
With diesel prices hitting a record $6.27 a gallon, Washington is talking about a maneuver that could ultimately make matters worse.
Claudia Assis
Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce September 15, 2026
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
Hannah Pedone