The Stocks Wall Street Is Talking About

Analysts and investors weighed in on whether Amazon.com is a threat to Netflix and whether Wal-Mart Stores can take on Amazon this week. They also discussed their bank and restaurant stock picks.

Find out more in this weekly CNBC.com Stock Blog roundup.

Wall Street analysts are divided on what do with Netflix . Morgan Stanley upgraded to stock suggesting Amazon.com's online video offering is not a direct threat, while other analysts worry that as media companies put more content online, Netflix will have trouble attracting subscribers .

Wal-Mart, meanwhile, is looking to take on Amazon with same-day shipping . Joe Feldman, an analyst at the Telsey Advisory Group, is optimistic that Wal-Mart will be able to use its stores effectively to ship goods to consumers same-day.

Earnings season for the banks got underway this week. Paul Miller, a bank analyst at FBR Capital Markets, told CNBC to buy firms with big mortgage banking exposure like Wells Fargo, BB&T, and PNC Financial as consumer take advantage of low interest rates and continue to refinance.

Higher commodity prices may put pressure on margins in the restaurant sector . Those companies with strong brands — like Yum! Brands, McDonald's, and Brinker International — should be able to increase prices to offset the higher costs, according to analysts.

Yield has been important to investors this year. There are five companies that could be poised to hike their dividends in the next quarter — AT&T, Kinder Morgan, Freeport McMoran, Campbell Soup and Hormel Foods .

—By CNBC.com's Justin Menza

Additional News: Will Amazon Be the New Fashion Catwalk?

Additional Views: Is the Netflix Debate Scaring Investors Off?

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