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Skip NavigationMarketsBusinessInvestingTechPolitics & PolicyVideoWatchlistInvesting ClubPROLivestreamMenuHere are Monday’s biggest calls on Wall Street: JPMorgan reiterates Apple as overweight JPMorgan said its checks show Duo delivery times unchanged. “In Week 9 of our Apple Product Availability Tracker, there was no material revision to quoted delivery dates for the iPhone Duo across the regions we track, with dates continuing to extend into late January and the Duo remaining unavailable for instore pickup.” Bernstein reiterates Nvidia as outperform The firm said it’s sticking with Nvidia for now. “We pass no judgment on Jensen’s personal activities. We do however find some of the espionage rationale allegations here to be (so far) more form that substance, though a (very) bad look.” Citi upgrades Rollins to buy from neutral Citi said “industry influx creates opportunity.” “Against a backdrop of solid industry demand and undeterred trade and PE M & A activity (at unchanged, high multiples), we upgrade ROL to Buy as we back them to successfully navigate these customer acquisition challenges.” JPMorgan upgrades SAP to overweight from neutral JPMorgan said SAP i s well positioned for AI. “We upgrade SAP to Overweight (from Neutral) as AI moves from pilot to production, a shift we think favours systems of record such as SAP. At the same time, we believe SAP’s own AI offering is improving.” Baird initiates Amaero as outperform Baird said the metallurgy manufacturing company is firing on all cylinders. “Domestic metal powders and Powder Metallurgy Hot Isostatic Pressing (PM-HIP) components position AMRO to support constrained defense supply chains, particularly naval castings and forgings.” Oppenheimer upgrades Advanced Micro Devices to outperform from perform Oppenheimer upgraded the stock after a bullish meeting with management. “We are raising estimates and upgrading shares of AMD on the heels of another bullish earnings call and recent fireside chat we hosted w/CFO Jean Hu and VP IR Matt Ramsay.” Read more. JPMorgan adds Meta to the focus list JPMorgan added the stock to its focus list. “We see continued strong revenue growth for Meta on AI-driven ad improvements, & we are bullish on Muse expansion & monetization potential, along w/the enterprise opportunity for Meta Model API & Muse Code.” Wells Fargo initiates Camping World Holdings and Patrick Industries as overweight Wells initiated several RV stocks and said they have plenty of upside. “Secular industry growth seems modest, we see little to suggest an improvement in demand is imminent and affordability seems paramount. Prefer names with diversification or self-help in PATK and CWH. ” JPMorgan initiates Iambic as overweight JPMorgan said the biotech company is an “AI drug discovery” winner. “We are initiating coverage of Iambic (IAM) with an OW rating and a Dec-2027 PT of $22.” William Blair initiates Graham Corporation as outperform William Blair said the nuclear and space company has plenty of upside. ” Graham Corporation is evolving from a defense-oriented engineering manufacturer to a diversified supplier of mission- critical technologies across multiple markets.” JPMorgan upgrades Unum Group to overweight from neutral JPMorgan said shares of Unum a re “undervalued.” “We are reducing our price target from $98 to $90 and moving from Neutral to Overweight.” StoneX initiates Bullish as buy StoneX said the digital asset company has a large total addressable market for tokens that’s “underpenetrated.” “We are initiating coverage of Bullish (BLSH) with a Buy rating and a price target of $42.” Mizuho reiterates Oracle as outperform The firm said buy the dip. “We view last week’s broad selloff in AI stocks, including ORCL, as a buying opportunity, as we believe investors are overlooking several positive developments.” Deutsche Bank reiterates SpaceX as buy Deutsche said it sees “favorable compute pricing” for SpaceX due to the election results. “Following Elon Musk’s comments at the 33rd Annual Baron Investment Conference on Friday, we raise our near-term estimates again, driven by higher contribution from the neocloud business. Moreover, following the US midterms, we raise our 2027 estimates due to more favorable compute pricing as we think supply/demand dynamics should keep spot rates higher for longer.” Bank of America initiates Supernus as buy Bank of America said the biopharma company is undervalued. “We initiate coverage of Supernus Inc. (SUPN), formed through the merger of Indivior and legacy Supernus (our prior coverage), with a Buy rating and $47 PO.” JPMorgan downgrades Molson Coors to underweight from neutral JPMorgan downgraded the stock following earnings. “We are downgrading shares of Molson Coors Beverage (TAP) t o Underweight from Neutral following 3Q26 earnings results on Thursday, November 5th.”Read More