Here are the biggest calls on Wall Street on Monday:

KeyBanc reiterates Nvidia as overweight

KeyBanc said it’s bullish on the chipmaker ahead of earnings later this quarter. “We expect NVDA to report higher results and higher guidance, driven by continued acceleration in AI demand across GPUs and increasingly CPUs as agentic AI becomes more prominent.”

Goldman Sachs upgrades CoreWeave to buy from neutral

Goldman said CoreWeave shares are undervalued and that investors should buy the dip. “We upgrade CoreWeave from Neutral to Buy with 73% upside to our price target of $106 (down from $139 prior).” Read more.

Morgan Stanley names Amazon a top pick

Morgan Stanley raised its price target to $350 per share from $335. “Amazon to Top Pick With ~3:1 Risk Reward and 5 Catalysts Ahead.” Read more.

Morgan Stanley reiterates SpaceX as overweight

Morgan Stanley said it’s bullish ahead of earnings later this week. ” SpaceX’s underappreciated value to investors is its central role in building the Physical Intelligence Economy.”

Morgan Stanley reiterates Meta as overweight

The bank raised its price target to $820 per share from $775 on Meta. “While Muse is still capturing ~300K new downloads in the US per day, the DAUs are not scaling as quickly as 14 day retention is ~20%. While not surprising given how early it is in this still developing agentic ecosystem, we look for Muse to keep the pace of product innovation high to drive more use cases and daily habits.”

Bernstein upgrades Datadog to outperform from market perform

Bernstein sees AI tailwinds for Datadog. “Upgrading on AI-driven tailwind strength.”

Bank of America reiterates Apple at buy

Bank of America said its checks show iPhone times are “elongated.” “Our tracking of iPhone ship dates on Apple’s own website, and various carrier websites, indicates that as of Oct 19th, the global average ship time (in days) for the iPhone Duo stands at 82 days.”

JPMorgan reiterates Exxon as overweight

JPMorgan raised its price target to $186 per share from $166. ” XOM released its revamped 3Q26 earnings bridge on Friday, which included the typical market and planned impacts from commodity prices, margins, scheduled maintenance, and other external items...”

Bank of America reiterates Eli Lilly as buy

Bank of America raised its price target o n Eli Lilly. “We reiterate our Buy rating and raise our PO to $1,397 (from $1,341), based on 25x P/E (24x prev.) on 2028E underlying EPS, driven by the recent sector re-rating and supportive survey read on category growth and mix.”

Evercore ISI upgrades Match to outperform from in line

Evercore said the “fundamental trends” are compelling. “We are upgrading MTCH to Outperform from In Line and raising our price target to $53 from $39. Based on Sensor Tower data and our proprietary survey work, we believe Tinder’s user recovery is likely accelerating and tracking ahead of management’s plan for MAU and payer growth by the end of FY27.”