Morgan Stanley Stock Discussion

$Morgan Stanley(MS.US)$ Analysts Keith Weiss and Josh Bae at Morgan Stanley have released a new research report stating that addressing return on investment (ROI) concerns may be $Microsoft(MSFT.US)$ 's top priority at present.
The report notes that Microsoft's share price performance has lagged behind its large-cap peers and the broader market over the past three months, reflecting an undervaluation of the compa...

🌊 $Amazon(AMZN.US)$ Amazon - 52 week high and Jeff just sold another 5 billion...interesting pick to see in 1 year.
🌊 $Nasdaq(NDAQ.US)$ Nasdaq - Company that owns Nasdaq. Another 52 week and 5 year
🌊 $Morgan Stanley(MS.US)$ Morgan Stanley - 52 week high and 5 year high

$Morgan Stanley(MS.US)$ raised its price target on Apple $Apple(AAPL.US)$ to $273 up from $216 while maintaining its Overweight rating
"Our analysis suggests Apple will ship nearly 500 million iPhones over the next two years (235m in FY25, 262m in FY26), 6% higher than the record FY21-FY22 cycle. This will drive 5% annual iPhone ASP growth, resulting in nearly $485 billion of total revenue and $8.70 in earnings power by FY26 (vs. $459 billion and $8.20 previously), 7-9% above consensus."

Morning Movers
Gapping up
$UnitedHealth(UNH.US)$ reported on Tuesday earnings and revenue for the fiscal Q2 2024 that beat consensus estimates. Q2 EPS stood at $6.80, above the analyst expectations of $6.67. Revenue for the quarter was $98.9 billion, slightly above the consensus estimate of $98.72 billion. The shares rose by 2.2% in premarket trading.
$Bank of America(BAC.US)$ After reporting second-quarter financial results t...

Investors bet that the unsuccessful assassination attempt on former President Donald Trump would be a tailwind for the Republican presidential candidate and his party in November’s election. A victory for the GOP at the polls could pave the way for favorable tax and fiscal policies for investors.
The market also continued its rotation into small-cap stocks, with the $Russell 2000 Index(.RUT.US)$ rising 1.8% during Monday’s session. Tom Lee, the head of research at Fundstrat Global Advisors, think...

$Bank of America(BAC.US)$ is due to release their Q2 earnings before the market opens on Tuesday (16 July), $Morgan Stanley(MS.US)$ would be reporting the result as well.
Last week, we have seen $JPMorgan(JPM.US)$ Citigroup and Wells Fargo (WFC) releasing their results, and it was a mixed results, with the financial sector performing only with a 0.22% gain on last Friday (12 July).
Revenue Earnings EPS Expec...

With the failed assassination on Donald Trump, investors are believing that the odds of him winning the upcoming presidential election has increased.
A victory for him would mean favourable tax and fiscal policies for the stock market.
Meanwhile, Bank of America, Charles Schwab and Morgan Stanley will be reporting their earnings before market opens today.
$Tesla(TSLA.US)$ $NVIDIA(NVDA.US)$ $Alphabet-A(GOOGL.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $Apple(AAPL.US)$ $Amazon(AMZN.US)$ $Morgan Stanley(MS.US)$ $Charles Schwab(SCHW.US)$ $Bank of America(BAC.US)$ $Invesco QQQ Trust(QQQ.US)$ $Dow Jones Industrial Average(.DJI.US)$ $Netflix(NFLX.US)$

Big financial institutions will continue to report their Q2 earnings this week - Goldman Sachs, American Express, Bank of America etc.
Let’s see if they can offer some guidance on economy outlook for the rest of the year
$Goldman Sachs(GS.US)$ $American Express(AXP.US)$ $Bank of America(BAC.US)$ $Financial Select Sector SPDR Fund(XLF.US)$ $Spdr S&P Bank Etf(KBE.US)$ $Citigroup(C.US)$ $Wells Fargo & Co(WFC.US)$ $JPMorgan(JPM.US)$ $Morgan Stanley(MS.US)$