Morgan Stanley's 2026 Playbook: 14 Stocks Aligned to Four Big Market Themes
Morgan Stanley identifies four 2026 market themes—a multipolar world with more protectionism, broader AI adoption, a rebound in energy demand, and ongoing societal shifts—and names 14 US stocks it views as overweight plays across tech, energy, healthcare, industrials, and consumer staples (including Amazon, Nvidia, Microsoft, Broadcom, Cisco, NextEra Energy, Bloom Energy, EQT, Eli Lilly, UnitedHealth, Phoenix Education Partners, Rockwell Automation, RTX, and Walmart) with upside to price targets.