Analysts from Bernstein and Melius Research have been actively upgrading stock ratings for tech giants Apple and Nvidia. Bernstein upgraded Apple to Outperform with a $195 price target, urging investors to buy while the stock is cheap. Melius Research reiterated Nvidia as a buy, raising the price target to $1,125 from $1,000, citing strong demand in AI infrastructure. Nvidia shares received a boost following news of increased investments in AI by tech companies, with analysts calling it a 'no brainer' to invest in Nvidia amid the AI race.