The Wall Street analyst community has seen several notable calls on Friday, including reiterations from Wolfe and HSBC. Wolfe stated that Nvidia is "too cheap to ignore" as its stock is at just 13x its bull case EPS. HSBC upgraded Arm to buy from reduce, citing the potential of Arm being a major AI server CPU beneficiary undervalued by the market. Morgan Stanley reiterated Apple as overweight due to Apple's decelerating App Store revenue growth. Barclays is bullish on Rivian's partnership with Uber and plans to deploy up to 50k fully autonomous R2 robotaxis on Uber's network through 2031. Barclays reiterated Tesla as equal weight and is optimistic about Tesla's foray into chips. JPMorgan initiated OGE Energy Corp as overweight and upgraded Air Products to overweight. Oppenheimer upgraded Freshpet to outperform from perform and upgraded its shares to Outperform from Perform. Mizuho upgraded Chipotle from neutral.