Here are Thursday's biggest analyst calls: Micron, Apple, Intel, SanDisk, Netflix, Qualcomm, CoreWeave & more

Here are the biggest calls on Wall Street on Thursday: Bank of America upgrades Nomura to buy from neutral Bank of America says the Japanese investment firm is firing on all cylinders. "Our rationale for our Buy rating o n Nomura HD is as follows. (1) The gap to our PO has widened, driven by recent improvements in earnings and ROE. (2) Earnings have historically been volatile and highly sensitive to market conditions in the short term." Barclays reiterates Tesla as equal weight Barclays said in its delivery previews note that fundamentals remain an "afterthought "At this point we believe the stock is being driven almost exclusively by narrative, with hopes for a number of 'inflection points' ahead for Tesla in Robotaxi, Optimus, and AI. Conversely, 'fundamentals' such as 2Q deliveries and margins are increasingly an afterthought in discussions...in our recent discussions on Tesla, the trajectory of the auto business has received almost no attention." Citi reiterates SanDisk as buy Citi raised its price target on SanDisk to $2,500 per share from $2,025. "We open an Upside 90-Day ST View on SNDK shares on favorable industry results/commentary plus forthcoming catalyst of SNDK's August investor day where we expect to hear updated commentary on demand expectations, technology roadmap and constructive capital returns outlook." Rosenblatt initiates CoreWeave as buy Rosenblatt says it sees plenty of upside. …