Here are Wednesday's biggest calls on Wall Street: Morgan Stanley reiterates Tesla as overweight Morgan Stanley said in a note Tuesday night that it sees "risk and opportunity" for Tesla in China. "The race for global EV battery dominance goes hand in hand with geopolitics and national security. Tesla is highly exposed to both the risk and the opportunity." Morgan Stanley reiterates Apple as overweight Morgan Stanley said App store deceleration for Apple i n July was worse than we expected. "Based on the latest disclosures from Sensor Tower, we estimate App Store net revenue growth decelerated to +1% Y/Y in the month of July, a 1.5 point deceleration from 2.5% Y/Y growth in the month of June." Citi upgrades Mosaic to buy from neutral Citi said in its upgrade of the fertilizer company that it sees tightening agriculture conditions for Mosaic. "We expect Ag stocks to outperform in a slowing economic environment as the Ag industry is in a somewhat different cycle than the economy and the conditions in fertilizers are likely to tighten again after the seasonal summer slowdown, especially as the Latin American season comes into focus in the next few months." Bernstein downgrades Caterpillar to market perform from outperform Bernstein said it's concerned about slowing growth that's not fully priced into the stock. "Several signs point to order growth markedly slowing in 2H22 then turning negative in 2023, CAT has become too reliant in the current environment on pricing to drive growth, and the risk of negative earnings revisions to 2023 and 2024 estimates of 16% and 39% (45% in our recession scenario), respectively, has not been fully factored into shares." Read more about this call here . RBC upgrades Sealed Air to outperform from sector perform RBC said the air-packaging stock is attractive at current levels. "We upgrade SEE to OP from SP, as we believe that at current levels the stock is attractive and offers ~25% potential upside given modest FY23 assumptions." Goldman Sachs initiates Kymera as buy Goldman said the biotech company has an attractive risk/reward. "We see Kymera as uniquely positioned as a leading player in the emerging field of targeted protein degradation (TPD) and look for the company to advance multiple pipeline assets as novel first-in-class small molecule therapeutics addressing a range of serious diseases." Read more about this call here. Raymond James upgrades Uber to outperform from market perform Raymond James upgraded the ride-sharing company after its "strong" earnings report on Tuesday. "We are upgrading shares of Uber to Outperform (from Market Perform) and establishing a $38 price target following strong 2Q results and outlook." Read more about this call here. Bank of America reiterates Starbucks as buy Bank of America kept its buy rating on the coffee giant after its earnings report on Tuesday , noting it expects continued comps momentum. "Robust comps — 9% in the U.S., but also double digits in markets like the UK and Japan — underscore the continued global strength of the brand. We believe the absence of any reduced spending or trade-down reflects the relatively higher income characteristics of the Starbucks customer, but also the efficacy with which SBUX can use its loyalty program to drive demand in a targeted way." KeyBanc reiterates Chipotle as overweight KeyBanc said that its survey checks show that Chipotle is starting to roll out price increases. "Based on our proprietary scrape of Chipotle's digital menu, the Company appears to be in the process of rolling its previously announced price increase across its system. According to our data, Chipotle increased menu prices in roughly 703 of its 3,053 stores (as of today), concentrated primarily in the Southeast, Southwest and parts of the West Coast." Bank of America reiterates Advanced Micro Devices as buy Bank of America said following AMD' s earnings report that it sees a "generational share gain" opportunity to buy the stock. "Despite severe macro/PC/enterprise headwinds alluded to by Intel, AMD largely maintained its solid CY22 outlook for mid 30s%+ YoY organic sales growth." Read more about this call here . Wells Fargo reiterates Home Depot and Lowe's as overweight Wells said it was standing by both home-improvement stocks but that the second half of the year could be tougher for the companies. "If Q2 has taught us anything thus far, LOW shares could see some relief on EPS day. Sentiment is weak, Q2 appears poised to miss, and the 2H outlook (w/ 3-yr acceleration implied) likely needs a reset. While this could prove a clearing event, HD remains our preferred 2H play, as the DIY customer is slowing, weather volatility persists (drought, hurricane season, etc.) and we simply view HD more insulated as leading macro indicators begin to 'turn red.'" Citi reiterates Roku as buy Citi cut its price target on the stock to $125 per share from $165, but said it's still "constructive" on the company. " Roku's 2Q22 results and outlook were disappointing. However, our analysis suggests Roku's Platform revenues are closely tracking YouTube's trends. As such, we believe the recent topline weakness is a function of macro headwinds and does not reflect execution issues at the firm." JPMorgan reiterates Robinhood as underweight JPMorgan said market conditions remain "poor" after the company's disappointing earnings report on Tuesday. " Robinhood announced results a day ahead of schedule. The company reported a loss of 34 cents, short of our expectations. The market environment remains particularly poor for Robinhood, but still the company is underperforming expectations in multiple areas.' Read more about this call here.