Here are Friday ’ s biggest calls on Wall Street:

Evercore ISI reiterates Apple as outperform

Evercore said it ’ s standing by its outperform rating on the stock following a series of iPhone upgrades survey checks.

"The survey increases our confidence around a stronger for longer iPhone super cycle assuming Apple can deliver on the features. Services business continues to be full steam ahead and growth among newer Services show how efficiently Apple can monetize its install base."

Bank of America reiterates Nvidia as buy

Bank of America said Nvidia is a top AI and cloud pick.

"We like AVGO/NVDA/MRVL here, with AVGO as our top overall networking pick."

Bank of America reiterates Amazon as buy

Bank of America said it ’ s sticking with its buy rating following Amazon ’ s Prime Day.

"Overall, we think Amazon delivered a strong Prime Day, with record-breaking signups for Prime and the overall y/y Prime Sales benefit ( including early deals ) at or above expected Street ests for 3Q GMV [ gross merchandise volume ] growth."

Oppenheimer reiterates Meta as outperform

Oppenheimer raised its price target on Meta to $525 per share from $500 and says the stock is now derisked.

"Since the presidential debate, META has underperformed NASDAQ 850bps on possible repeal of TikTok ban, tariff risk for China advertisers, and long-running feud with Trump & Vance views on regulating Big Tech."

JPMorgan reiterates Netflix as overweight

JPMorgan said it ’ s sticking with its overweight on Netflix following Thursday ’ s earnings report.

"Strong 2Q Results w/Increases to Full-Year Revenue and Operating Income."

Goldman Sachs reiterates CrowdStrike as buy

Goldman says it ’ s sticking with its buy rating on CrowdStrike following the widespread systems outage overnight.

"In some ways, we believe this will reinforce the barrier to entry in the industry and the need for best-in-class update, outage and customer service protocols, ultimately favoring companies with scale."

Morgan Stanley upgrades Arm to overweight from equal weight

Morgan Stanley said Arm products are "fundamental to the successful emergence of edge AI - mobile, autos, PCs and more."

"We view Arm as a bunch of options on the emerging Edge AI space with potential for upside through custom silicon, new designs and extensions."

Melius reiterates Broadcom as buy

Melius said it ’ s sticking with its buy rating on Broadcom.

"The TAM of Broadcom ’ s AI opportunity can be simplified as Consumer Internet giants prepare for clusters based on custom silicon and Ethernet networking."

Needham reiterates Coinbase as buy

Needham said it ’ s sticking with buy rating on shares of Coinbase.

"We view increasing odds of a Trump victory as positive for crypto from a regulatory and volume standpoint, and see upcoming ETH ETFs, and the bitcoin set-up post halving as additional positive drivers later this year."

JPMorgan reiterates Carvana as overweight

JPMorgan raised its price target on Carvana ahead of earnings on July 31 to $155 per share from $150.

"Expect Another Beat and Raise as CVNA Continues to Buck the Trend on Share/Margins."