Here are some of the tickers on my radar for Monday, Oct. 30, taken directly from my reporter's notebook:Big Morgan Stanley note: Chief Investment Officer and Chief U.S. Equity Strategist Mike Wilson says breadth leads, doesn't like breadth. Fed not near easing interest rates. Nick Timiraos, chief economics correspondent for The Wall Street Journal, interesting article. Higher bond yields can tighten financial conditions. Piper Sandler calls release of Microsoft 365 Co-Pilot artificial intelligence assistant the "iPhone moment" for the software and cloud giant.

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Persons: Big Morgan Stanley, Mike Wilson, Nick Timiraos, Piper Sandler, Western Digital Raymond James, Valley National Raymond James, Jim Cramer's Organizations: Chief U.S, Equity, Wall Street, Microsoft, Western Digital, Devices, Newell Brands Aerospace, JPMorgan, Valley National, Cisco Systems