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☆ Don't get blinded by the Fed rate cut trade and the signs of life in small cap stocks
▼ + stars: | 2024-10-17 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

With the Federal Reserve now cutting interest rates, investors are looking for stocks that can be super-charged by lower borrowing costs. Small and medium-sized companies tend to be the most closely affected by the direction of the economy and rates. Outflows were seen solely in large caps; small and mid-caps saw inflows." If money does keep flowing into small caps, will it come at the expense of large caps? .SPX mountain 2022-10-01 S & P 500 since Oct. 1, 2022 That said, if the move into the smaller caps stocks continues, we may start to see more competition for capital.

Persons: Russell, that's, it's, Stanley Black, Decker, Jim Cramer, Jensen Huang, Morgan Stanley's, We're, Canaccord Genuity, pare, Jim Cramer's, Jim, Michael Nagle Organizations: Federal Reserve, BMO Capital Markets, Bank of America, Nvidia, CNBC, Blackwell, Taiwan Semiconductor Manufacturing Company, Devices, Broadcom, Apple Intelligence, Apple, Microsoft, Presidential, Jim Cramer's Charitable, New York Stock Exchange, Bloomberg, Getty Locations: U.S

☆ Here are Tuesday's biggest analyst calls: Nvidia, Palantir, Amazon, Shopify, Walmart, Microsoft, Palantir, Tesla & more
▼ + stars: | 2024-09-17 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Bank of America reiterates Amazon as buy Bank of America said it's sticking with its buy rating on Amazon following CEO Andy Jassy's letter to employees on Monday. Bank of America adds Palantir to the US1 list Bank of America added the stock to its top picks list. Bank of America reinstates Carvana as buy Bank of America resumed coverage of Carvana and upgraded it to buy saying it sees accelerating growth. Bank of America upgrades Hewlett Packard Enterprise to buy from neutral Bank of America said shares of the company are "attractive." Bank of America upgrades GE Vernova to buy from neutral Bank of America said it sees a "power surge" for the stock.

Persons: Oppenheimer, Andy Jassy's, Andy Jassy, Bernstein, Tesla, underperform Bernstein, Redburn, LSCC, Ford Tamer, Mizuho, DELL, Morgan Stanley, Virgin, Jefferies, it's bullish, JEF, ARMK, Baird, BTIG, " Jefferies, SolarEdge Organizations: Nvidia, " Bank of America, Bank of America, Semiconductor, Stifel, Board, Dell, JPMorgan, ViaSat, United Airlines, Viasat, IFC, Virgin Galactic, Virgin, Citi, UBS, APP, RBC, Baird Conference, Burger, Walmart, Technologies, Healthcare, Barclays, D, WEC, Hewlett Packard Enterprise, of America, Hewlett, Packard Enterprise, GE, Gas Power Services Locations: Europe

☆ The high-end consumer is embracing travel this summer. These stocks will benefit, says Morgan Stanley
▼ + stars: | 2024-05-25 | by ( Michelle Fox | ) www.cnbc.com time to read: +5 min

Therefore, companies with exposure to the wealthier consumer should benefit, said a team of Morgan Stanley analysts led by Michelle Weaver. "This has changed post-Covid and we believe travel names exposed to high end consumers will continue to outperform those exposed to low end consumers." "We see a record spring and summer travel season with our 11 highest sales days in our history all occurring this calendar year," he said. Morgan Stanley continues to prefer the premium airlines. Its management has also noted its premium revenue is nearly 20% from last year and currently makes up 61% of revenue, he said.

Persons: Morgan Stanley, AlphaWise, Michelle Weaver, Ed Bastian, Ravi Shanker, Morgan, Shanker, Stephen Grambling, Hilton, Grambling, Wyndham, Jamie Rollo, Rollo, — CNBC's Leslie Josephs Organizations: Delta Air, Alaska Air, Alaska Airlines, American Airlines, Marriott, CCL, Royal, Norwegian Cruise Locations: Grambling, Royal Caribbean, Norwegian

☆ HustleGPT: Generative AI will boost income and help millions of workers take on second and third jobs, Morgan Stanley predicts.
▼ + stars: | 2023-09-20 | by ( Alistair Barr | ) www.businessinsider.com time to read: +3 min

Generative AI is making it easier to work multiple jobs at the same time. AI tools will lift earnings from multiple jobs by at least $83 billion by 2030, Morgan Stanley says. They forecast $400 billion in income from multiple jobs by 2030, with generative AI contributing about $83 billion of that. Morgan Stanley noted a 14% lift in call center productivity and a 55% boost for writing code, as examples. In content creation and e-commerce, 37% and 34% of respondents respectively said their income had been boosted with the help of generative AI tools.

Persons: Morgan Stanley, AlphaWise, Morgan Stanley Research There's, Bard, Claude, Morgan Organizations: Service, Morgan Stanley Research, Google Locations: Wall, Silicon, India, OpenAI, Anthropic

☆ The risks to alcohol and food stocks from Ozempic-like weight loss drugs
▼ + stars: | 2023-09-20 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

The rise of new anti-obesity medications could result in less alcohol consumption, impacting Club name Constellation Brands (STZ). The risk already seems to be playing out in food stocks with exposure to snacks and junk food. We don't think Constellation Brands stock will suffer the same fate as shares of leading snack food companies like J.M. Key points The increasing popularity of new diabetes/weight loss drugs could curtail consumer appetite for junk food and alcohol. Constellation Brands (STZ), the Club name behind the Mexican beers Corona and Modelo, should be able to weather any such headwind.

Persons: Eli Lilly, it's, Mills, Lilly, Jim Cramer, Mounjaro, Morgan, Morgan Stanley, AOMs, Jefferies, Jim Cramer's, Jim, Gabby Jones Organizations: Constellation Brands, Corona, Modelo, Pacifico, Nordisk, Ozempic, Club, Novo Nordisk, Brands, Conagra Brands, Constellation, Bud Light, Jefferies, JPMorgan, CNBC, Bloomberg, Getty Locations: U.S, Oro, Brooklyn Borough, New York

☆ How Amazon could use a Prime Video ad tier to rake in billions of dollars a year
▼ + stars: | 2023-06-15 | by ( Nathan Mcalone | ) www.businessinsider.com time to read: +5 min

Amazon is reportedly plotting an ad tier for Prime Video, per The Wall Street Journal. A new ad-supported tier for Prime Video could bring in nearly $5 billion in yearly revenue for Amazon, according to Morgan Stanley analysts. "We size US Prime subscribers at ~95 million in 2025, and ourAlphaWise surveys suggest ~77% of Prime subscribers use Prime Video, implying 73 million Prime Video viewers in 2025." "We size US Prime subscribers at ~95 million in 2025, and our AlphaWise surveys suggest ~77% of Prime subscribers use Prime Video, implying 73 million Prime Video viewers in 2025." But they estimated that a Prime Video ad tier outside the US could add a further $209 million to 2025 EBIT.

Persons: Morgan Stanley Organizations: Amazon, Prime, Street, Street Journal, Netflix, NFL, Disney, US, YouTube, NBA, CTV Locations: EBIT

☆ A Prime Video ad tier could bring in $4.8 billion a year in revenue for Amazon, according to Morgan Stanley analysts. Here's how.
▼ + stars: | 2023-06-12 | by ( Nathan Mcalone | ) www.businessinsider.com time to read: +5 min

Persons: Morgan Stanley Organizations: Amazon, Prime, Street, Street Journal, Netflix, NFL, Disney, US, YouTube, NBA, CTV Locations: EBIT

☆ Here are Wednesday's biggest analyst calls: Netflix, Tesla, Honeywell, Amazon, Shopify, Hyatt & more
▼ + stars: | 2023-04-12 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

UBS upgrades Goldman Sachs to buy from neutral UBS said in its upgrade of the banking giant that it's "resilient." "We are upgrading GS to Buy from Neutral as the firm appears well positioned to outperform amidst elevated levels of market volatility." Morgan Stanley upgrades MongoDB to overweight from equal weight Morgan Stanley said in its upgrade of the developer data platform that it has "share gain opportunities." Morgan Stanley names Box a top pick Morgan Stanley named the cloud content management company as a top pick and says it sees more margin upside ahead. Morgan Stanley upgrades Evercore to overweight from equal weight Morgan Stanley said the investment bank has "underappreciated resiliency."

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☆ Walmart+ could be worth $45 billion as estimated subscriber base grows, Morgan Stanley says
▼ + stars: | 2022-10-11 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Walmart 's subscription business could be worth around $45 billion dollars alone as estimates show a jump in interest, according to Morgan Stanley. Analyst Simeon Gutman said the strength of Walmart+ may not be fully reflected in the stock's current trading value. The firm has a price target of $150 on the big-box retailer, which represents about 16% upside from Monday's close. Gutman said Walmart+ could be worth $45 billion on a stand-alone basis, which would add about $17 to the company's share price if the service wasn't priced in on its current value. Walmart+ is believed to have about 18.6 million subscribers after adding 1.8 million from the last estimate published in early September, according to Morgan Stanley's AlphaWise survey.

☆ Here are Tuesday's biggest analyst calls: Meta, Apple, Walmart, Netflix, Coca-Cola, Roblox & more
▼ + stars: | 2022-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley reiterates Walmart as overweight Morgan Stanley said that Walmart+ could be worth $45 billion. Morgan Stanley upgrades Amgen to overweight from equal weight Morgan Stanley said the biopharma company is a defensive stock. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley said Microsoft has an attractive valuation. Morgan Stanley downgrades Zoom to equal weight from overweight Morgan Stanley said there's a lack of near term catalysts for the stock. Morgan Stanley names Taiwan Semiconductor as a catalyst driven idea Morgan Stanley said it's bullish heading into semiconductor company's analyst meeting on Thursday.

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