Here are the biggest calls on Wall Street on Monday:

Piper Sandler upgrades Rivian and Mobileye to overweight from neutral

Piper said both stocks are compelling. “RIVN: a de-risked balance sheet, a smooth R2 ramp, and an improved demand outlook. MBLY: nearing floor valuation while seizing control of its own destiny.”

Phillip Capital upgrades Alphabet to buy from accumulate

The firm said it’s “constructive” on the stock. “Despite the near-term earnings revisions, we remain constructive on GOOGL’s long-term outlook.”

Goldman Sachs initiates Neutron Holdings as buy

Goldman said it’s bullish on the micromobility platform company. “We are initiating coverage of Neutron Holdings, Inc. (LIME) with a Buy rating and a $39 12-month PT.”

Jefferies upgrades General Motors to buy from hold

Jefferies said it sees robust free-cash flow. “Our main takeaway from Q2 earnings was confidence that 2027 will further strengthen GM’s position within the US profit oligopoly and deliver $10+bn of real FCF.”

Jefferies upgrades Ford to buy from hold

The firm said the stock is at a “margin trough.” “There is always scope for surprise either way at Ford, but we see Q2 as a low point for volume with post-Novelis production set to normalize up. With US market conditions healthy, management could raise guidance at Q2.”

Wolfe reiterates SpaceX as outperform

Wolfe said it’s sticking with SpaceX and that it’s bullish on the recent Starship flight test. “Launching from Starbase, Texas, the Super Heavy booster successfully separated from Starship ~2 minutes into the flight, and made a controlled splashdown in the Gulf [though at an overclocked speed with fewer engines firing on descent].”

Bernstein reiterates Nvidia as outperform

Bernstein said it’s sticking with Nvidia. “The datacenter opportunity is enormous, and still early, with material upside still possible.”