Here are Friday ’ s biggest calls on Wall Street:

Mizuho reiterates Nvidia as buy

Mizuho raised its price target on the stock to $132 per share from $127.50.

"We would note upcoming NVDA earnings on Aug 28th. Adjusting NVDA ests, raising NVDA PT to $132."

Needham upgrades Doximity to buy from hold

Needham upgraded the online networking medical professionals company following earnings.

"We are upgrading DOCS from Hold to Buy as momentum with large customers, particularly pharma, helped drive Q1 upside and an FY25 outlook raise."

Morgan Stanley upgrades General Dynamics to overweight from equal weight

Morgan Stanley said in its upgrade of the company that "defense is defensive."

"We upgrade General Dynamics ( GD ) to Overweight and downgrade L3Harris ( LHX ) to Equal-weight as we restack Prime ratings post-earnings."

Wells Fargo upgrades Paramount to equal weight from underweight

Wells Fargo upgraded the media company as it waits for the pending merger with Skydance to close.

"PARA is heading into the Skydance merger with a 1H ′ 25 close. It incl. a $15/sh offer for up to 50% of shares, which limits fundamental upside/downside. We move to Equal Weight during this holding period."

Morgan Stanley names Eli Lilly a top pick

Morgan Stanley named the stock a top pick following earnings on Thursday.

"We continue to see upside to cons GLP-1 est and the margin story is playing out as we previewed. We reiterate our OW rating and move LLY to our Top Pick."

Bank of America adds Uber and Chipotle to the US 1 list

Bank of America added both stocks to its top picks list.

"We are adding Chipotle Mexican Grill ( CMG ) , NVR Inc ( NVR ) , RenaissanceRe ( RNR ) , Northrop Grumman ( NOC ) , RTX Corp ( RTX ) , and Uber Technologies ( UBER ) to the US 1 List."

Baird downgrades Five9 to neutral from outperform

Baird said it has "growth concerns and reduced visibility" for the software company.

"Yesterday afternoon FIVN reported solid Q2 results, though provided weaker initial Q3 guidance and lowered its full-year guidance."

Cantor Fitzgerald upgrades SoundHound to overweight from neutral

Cantor said the turnaround is happening for the artificial intelligence voice recognition company.

"We believe this could be a transformative acquisition for SOUN, as it brings 1 ) a very high profile customer base ( think too big to fail banks and other Fortune 500 companies ) ; 2 ) a big stream of recurring revenue, as SOUN expects this deal to deliver $45m of ARR [ annual recurring revenue ] for 2025E."

Oppenheimer reiterates Sweetgreen as top pick

Oppenheimer said the salad company remains a top pick following earnings on Thursday.

"We continue to believe SG is in the midst of a powerful revision cycle and reiterate it as one of our top picks. We raise estimates and increase our price target to $36, from $34."

Goldman Sachs upgrades SQM to buy from neutral

Goldman Sachs upgraded the Chilean chemicals company due to a lithium rebound.

"While investors ’ interest on the lithium market remains muted due to an expectation of a prolonged bear market, we now think risk-reward is skewed to the upside, with our price target implying a ~30% upside to current share price and with SQM being well positioned for a lithium supply/demand improvement by 2027."

Bank of America reiterates Amazon as buy

The firm said it is sticking with its buy rating on the e-commerce giant following a report that TikTok and Pinterest will enable in-app shopping for Amazon.

"The Information reported that TikTok has agreed to a partnership with Amazon whereby users would be able to link their Amazon profile to their TikTok account, and purchase items via Amazon in ads without leaving the TikTok app."