Bank of America has reiterated its Buy rating on Nvidia (NVDA), setting a price target of $220 ahead of the company's fiscal second-quarter earnings report scheduled for August 27, 2025. The firm expects Nvidia to report sales of $47 billion, surpassing the consensus estimate of $45.8 billion and the company’s own guidance of $45 billion, driven by continued ramp-up of its Blackwell GPU architecture and robust cloud capital expenditure. For the third quarter, Bank of America projects mid-teens revenue growth to $54 billion, exceeding the consensus forecast of $52.5 billion. There is potential upside if shipments of the H20 chip to China resume, which could push sales to between $57 billion and $60 billion. Nvidia's stock has performed strongly year-to-date, though some near-term volatility is anticipated. Early earnings updates from AMD and Super Micro Computer (SMCI) may provide additional insight into chip demand. Meanwhile, Tesla (TSLA) has received an Outperform rating from Wedbush with a maintained price target of $500. Morgan Stanley has identified Tesla as its top pick, citing the company as best-positioned in data, robotics, energy, and artificial intelligence sectors. Data center spending trends are also viewed positively for Nvidia's stock prospects.