Here are the biggest calls on Wall Street on Friday:

Bernstein initiates Shopify as outperform

Bernstein said the company is well positioned for AI. “Shopify, a commerce-enablement platform, sits at the center of tech’s Venn Diagram spanning eCommerce, software and payments.” Read more.

RBC initiates Dell as outperform

RBC said it sees “AI infrastructure demand.” “We initiate coverage of DELL with an Outperform rating and a $640 price target.

Rothschild & Co Redburn reiterates Nvidia as buy

The firm said it’s bullish on the company’s acquisition of Hugging Face. “By acquiring Hugging Face, Nvidia will increase its influence in the open-model distribution layer.”

KeyBanc initiates Linde as overweight

KeyBanc said the stock is not cheap but that it’s the “highest quality company.” “We Initiate Coverage of LIN at OW with a $542 PT.”

Raymond James initiates Rocket Lab as outperform

The firm said shares are compelling. “Initiating coverage of Rocket Lab, an emerging vertically integrated space platform, with an Outperform rating and $80 target price.”

Evercore ISI reiterates SpaceX as outperform

Evercore said it’s sticking with SpaceX. “We walk away incrementally more bullish on the visibility and monetization of the AI infrastructure opportunity, while also seeing a more aggressive competitive posture emerging in Mobile.”

DA Davidson reiterates Palantir as buy

The firm raised its price target on Palantir. ” Palantir’s AIPCon11 was focused on AI sovereignty and its approach appears to be embraced by customers. We see an increasingly long runway for PLTR and are raising our price target to $250 from $200.”

Bank of America reiterates Oracle as buy

Bank of America said it sees growth acceleration following the company’s earnings report on Thursday. “Our bullish view on Oracle is based on accelerating demand in the company’s OCI [Oracle cloud infrastructure] segment.”

Morgan Stanley reiterates Tesla as equal weight

The firm raised its bull case on the stock and says the company’s autonomous trucking software is promising. “Autonomous trucking offers 2.3x better utilization, 20% lower cost/mile, and 6x higher profit/truck vs. human driving . Tesla Semi is small today but a $0.85-$1/mile FSD fee (~$12-$18k/ truck/month) means small volumes can move numbers. We raise our bull case by $20 to $840.”