Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action news and analysis.

Good afternoon, today is Monday, October 14th, and I'm your host, Kim Khan. Our top story so far.

Trading volume is lower where the Columbus Day Federal Holiday and the bond markets closed,

but Wall Street research shops are active with plenty of calls on big names.

Evercore added Apple to its tactical outperformed list, noting that the company is well positioned to clear a lower bar.

The firm maintained its outperformed rating and $250 price target on the stock.

Analyt Daryanani says Apple is well positioned to outperform against low expectations

in the September quarter and more importantly

on December quarter guidance. He added that the sentiment on Apple has turned

more bearish in recent weeks and by-site expectations are likely lower than

current consensus estimates.

Looking to another tech heavyweight, Wells Fargo says reports that

Invidia will price its DGX B200 systems at $500,000 or more

is an incremental positive.

Analysts Aaron Rakers says,

while we think it's always important to consider the actual pricing can differ from

list prices, and we continue to believe it is difficult to drive

NVIDIA estimates solely on system price

times quantity, for example, in video expanding their platform monetization a key and underappreciated input, we do think that the 40 plus percent higher pricing of the DGX B200 versus DGX H100 systems could be

considered higher than expectations.

We think this level of pricing could also ease any concern over

NVIDIA's gross margin percentage dynamics.

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