By Michael Bloom
Publication Date: 2026-02-12 13:28:00
Here are the biggest calls on Wall Street on Thursday: Evercore ISI reiterates Apple as outperform The firm says reports of Apple delaying Siri upgrades are overdone. ” Apple is likely to delay the expected March launch of Apple intelligence 2.0 given recent headwinds during testing. Expect a multi-phase release of Apple’s new AI features this year, with the potential for new/upgraded Apple Intelligence features mid-year and then a complete overhaul of Siri this fall. Privacy appears to be paramount, with Apple prioritizing data protection along with seamless integration before launching the upgrades.” TD Cowen upgrades Shopify to buy from hold TD Cowen says Shopify is too attractive to ignore at current levels. “The combination of a strong quarter, continued growth momentum despite seasonality, and the -10% intraday performance (-30% YTD) represents an attractive entry point for investors to own the de facto modern-day eCommerce infrastructure with durable high growth.” William Blair upgrades Fastly to outperform from market perform The firm upgraded the stock following earnings. “Fastly delivered a stellar quarter driven by rising contribution from agentic AI traffic, which we believe is still in its infancy.” KeyBanc reiterates Nvidia as overweight KeyBanc says Nvidia remains well positioned. “We see NVDA as remaining uniquely positioned to benefit from AI/ML secular data center growth within the industry. With significant barriers to entry created by its CUDA software…
