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Morgan Stanley

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AI Adopters Poised to Profit in Turbulent Markets, Morgan Stanley Says
market-news2 days ago

AI Adopters Poised to Profit in Turbulent Markets, Morgan Stanley Says

Morgan Stanley argues that fear over AI is creating a rare buying window for high-quality software, services, and financial stocks by focusing on 'AI adopters'—companies that use AI to boost efficiency and pricing power. They highlight names like Microsoft, Intuit, Atlassian, and Palo Alto Networks as beaten-down but solid bets, with banks and payments firms such as Citi, Visa, and Mastercard also set to benefit; the idea is that AI-enabled operating leverage could lift earnings through 2026.

via TipRanks|
#ai#ai-adopters#market-news
MSFT set for over 50% upside after pullback, Morgan Stanley argues
business26 days ago

MSFT set for over 50% upside after pullback, Morgan Stanley argues

Morgan Stanley’s Keith Weiss says Microsoft’s latest results remain strong despite a 10% one‑day drop after the F2Q report. Revenue was $81.3 billion (+16.8% YoY) with EPS $4.14, while Azure grew 38% in constant currency and M365 Cloud rose 17%. A jump in data-center spend to $37.5 billion and slower cloud momentum are noted, but commercial bookings surged, and OpenAI-related deals boosted the RPO to about $625 billion. Weiss views the pullback as an attractive entry point and assigns an Overweight rating with a $650 target, implying ~51% upside over the next year; the broader Street consensus remains Strong Buy with a higher target around $603.47.

via TipRanks|
#ai#azure#business
MSFT Upside Seen as Azure and GenAI Drive Growth Ahead of Earnings
business1 month ago

MSFT Upside Seen as Azure and GenAI Drive Growth Ahead of Earnings

Morgan Stanley analyst Keith Weiss argues Microsoft could act as a positive earnings catalyst ahead of its December-quarter report, highlighting Azure growth, GenAI investments, and a broad platform that could support mid-teens revenue growth and durable high-teens total returns for FY26. Weiss assigns an Overweight rating with a $650 target, and the Street broadly backs MSFT with a Strong Buy consensus as the stock trades around 23x CY27 GAAP EPS.

via TipRanks|
#azure#business#genai
Morgan Stanley's 2026 Playbook: 14 Stocks Aligned to Four Big Market Themes
business1 month ago

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.

via Business Insider|
#ai-diffusion#business#future-of-energy
Intel Rally Faces Headwind As Morgan Stanley Questions Long-Term Turnaround
market-news1 month ago

Intel Rally Faces Headwind As Morgan Stanley Questions Long-Term Turnaround

Morgan Stanley’s Joseph Moore cautions that despite near-term strength from CPU shortages and AI-driven demand, Intel’s long-term earnings power looks doubtful, with AMD likely to capture much of the growth and ongoing margin pressure. He reiterates a cautious stance (Equal-Weight) with a $38 target, while the street’s average target remains higher but still implies a decline over the next year, contributing to a mixed outlook ahead of Intel’s 4Q25 results.

via TipRanks|
#earnings#intc#intel
Morgan Stanley elevates 184 MDs for 2026, spotlighting AI leaders and ex-hedge fund traders
business1 month ago

Morgan Stanley elevates 184 MDs for 2026, spotlighting AI leaders and ex-hedge fund traders

Morgan Stanley promoted 184 new managing directors for 2026, highlighting a strong AI leadership track with several AI-focused appointees, plus hires in private credit, investment banking, trading, and sales (including biotech banking and ex-hedge fund traders). Base MD pay is about $400k with additional bonuses, and the list features promotions across regions and functions, with names listed at the article’s end.

via eFinancialCareers|
#artificial-intelligence#business#investment-banking