Here are the biggest calls on Wall Street on Thursday: Bank of America reiterates Nvidia as buy The bank says Nvidia shares remain "compelling" at current levels. "Meanwhile, we continue to believe valuation at 25x/19x CY26E/27E PE remains compelling given it represents just ~0.5x earnings growth rate versus broader Mag-7 and growth peers at ~2x." Bank of America reiterates Oracle as buy Bank of America lowers its price target to $300 per share from $368 following the database manager's earnings. "The stock has now retraced its entire move and then some following the OpenAI announcement, implying skittish investor confidence in Oracle' s ability to transform into an AI compute hyperscaler. However, we see potential for sentiment and estimates to reset higher." Read more. Barclays reiterate

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