Here are Thursday's biggest calls on Wall Street: Bernstein reiterates Nvidia as outperform The firm said Nvidia is a key player in the robotic chip market. "We see Nvidia and Horizon as early movers in the segment with high potential to win in the market." Bank of America reiterates Arm as buy Bank of America said shares of Arm have plenty more room to run following earnings on Wednesday. "Overall, we continue to like ARM's positioning in the data center/AI market, as we expect: 1) share gains vs. x86 counterparts, 2) growing content per core ($0.50 to $1.50+), 3) growing number of cores (72 to 128+), 4) increasing pipeline including a slew of Stargate announcements..." HSBC upgrades Caterpillar to buy from hold HSBC said it sees an "AI tailwind" for Caterpillar. "Upgrade to Buy, raise TP

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