According to CNBC, Bank of America recommended buying stocks ahead of earnings reports, citing Micron Technology, Uber Technologies, Take-Two Interactive, Salesforce and Aramark. The bank sees upside in Micron and said memory markets could be tighter in CY27/28 than in CY26. Analyst Tal Liani upgraded Salesforce to buy from underperform, citing its enterprise AI offerings and signs of improving momentum; the shares are down 13% in 2026. Analyst Omar Dessouky recommended holding Take-Two through the Grand Theft Auto 6 launch on Nov. 19, citing its long-term earnings growth outlook. The company is scheduled to report earnings on Nov. 9, and its shares are down 25% this year. Analyst Justin Post said Uber’s U.S. autonomous-vehicle supply roadmap will be a key topic on its 3Q call, with earnings due Nov. 4. Uber plans to deploy robotaxis powered by Nvidia software in 28 cities by 2028, and its shares are down 20% year to date.
