**Tesla’s Growth Momentum**: New Street has upgraded Tesla Inc. (TSLA) to Buy with a price target of $460, anticipating that Tesla’s growth will re-accelerate. This is driven by the launch of lower-cost models and advances in self-driving technology. Tesla’s long-term vision aims to transition into a major robotaxi fleet, potentially reaching a market capitalization of $4.7 trillion by 2030.

**Apple’s Risks and Challenges**: MoffettNathanson recently downgraded Apple (AAPL) to Sell with a price target set at $188. Concerns are raised over high valuations and potential antitrust risks, despite the impressive AI narratives surrounding Apple.

**Twilio’s Positive Outlook Ahead of Investor Day**: Twilio Inc. (TWLO) received an upgrade to Outperform by Mizuho, indicating growing optimism as analysts expect revenue stabilization and margin growth leading into its January Investor Day.