Here are Friday’s biggest calls on Wall Street:

Mizuho reiterates Nvidia as outperform

Mizuho said it’s sticking with Nvidia shares.

“We see NVDA remaining the leader in the AI training and inference chips for Data Center applications.”

Morgan Stanley reiterates Apple as overweight

Morgan Stanley said it sees “earnings upside” for Apple.

“Apple’s 15-25% price hike for Mac, iPad, etc. underscores an unprecedented push to protect margins amidst record memory inflation. Timing/magnitude are pressuring sentiment, but ecosystem lock-in, financing options, and relatively inelastic demand could support revenue and earnings upside.”

Morgan Stanley reiterates Tesla as equal weight

The firm said it expects robust delivery numbers from Tesla next week.

“We are increasing our 2Q Tesla delivery estimates to 413K units, from 373K, supported by stronger regional sales trends.”

Deutsche Bank reiterates Microsoft as buy

Deutsche said Microsoft is underappreciated.

“We are planting our flag and affirming that current AI businesses across the cloud providers we cover are indeed value creative and based on current economics in the market constitute a sustainable commercial foundation.”

Argus initiates SpaceX as hold

Argus said shares are overvalued right now.

“We are initiating coverage of Space Exploration Technologies Corp. (SpaceX) (NasdaqGS: SPCX) with a HOLD rating..”

BTIG initiates Robinhood as buy

BTIG said the company is “built to compound.”

“We are initiating coverage of Robinhood (HOOD) with a Buy rating and $125 price target.”

Keybanc downgrades Nike to sector weight from overweight

KeyBanc said the turnaround is taking longer than expected.

“We are downgrading NKE to Sector Weight and reducing estimates slightly for FY27, which imply modestly higher China/EMEA headwinds than we had initially forecasted.”

Needham initiates Nu Holdings as hold

Needham said the LatAm fintech company is firing on all cylinders.

“We are initiating coverage of Nu Holdings (NU) with a BUY rating and a $17 price target. NU operates as a neobank and digital lending platform with a heavy focus in Brazil.”

Jefferies upgrades FuelCell to buy from hold

Jefferies said it has great visibility for the clean energy company.

“We upgrade FCEL to Buy from Hold and raise PT to $24, reflecting the first contracted order tied to US data center power via Fit Energy, an energy infra platform and continued expected pipeline conversion momentum.”