Morgan Stanley Stock Discussion

Morning Movers
Gapping up
$Tesla (TSLA.US)$ stock rose 0.9% following the European Commission's reduction of tariffs on the EV maker's China-built cars.
$Medtronic (MDT.US)$ stock increased by 0.5% after the company raised the lower end of its annual profit forecast, expecting continuous demand for its medical devices and growth from new products.
$Coinbase (COIN.US)$ stock jumped 2.3% as the cryptocurrency exchange saw benef...

1 out of the 2 inflation report came out yesterday - PPI. The data came in softer and cooler than expected, which have given investors some encouragement ahead of the more widely followed CPI
At the moment, it seems like last Monday’s sell off was only a “freak incident”.
The market has reacted and rebounded strongly since then.
$Bank of America (BAC.US)$ $Apple (AAPL.US)$ $SPDR S&P 500 ETF (SPY.US)$ $Invesco QQQ Trust (QQQ.US)$ $Tesla (TSLA.US)$ $GameStop (GME.US)$ $NVIDIA (NVDA.US)$ $Meta Platforms (META.US)$ $Microsoft (MSFT.US)$ $Intel (INTC.US)$ $Morgan Stanley (MS.US)$ $Disney (DIS.US)$ $Coca-Cola (KO.US)$ $iShares Russell 2000 ETF (IWM.US)$

$Morgan Stanley (MS.US)$ $Taiwan Semiconductor (TSM.US)$
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...

$Morgan Stanley (MS.US)$ 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...