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Morgan Stanley - 1 Keith Weiss - 1 Morgan Stanley's - 1 Joe Moore - 1 — CNBC's Michael Bloom - 1
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☆ Morgan Stanley says investors are overlooking a $4 trillion opportunity in AI. These are the top stocks to play it
  + stars: | 2023-10-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
The growth of artificial intelligence is creating a multitrillion dollar opportunity poised to benefit these software and technology stocks, according to Morgan Stanley. Nvidia shares have more than tripled this year as investors bet on the promise of its graphics processing units fueling many AI models. For Alphabet, Morgan Stanley forecasts that every 2% of AI spending could drive 5% upside to the company's cloud platform, and account for $3 billion in incremental revenue by 2026. Within the software space, the Morgan Stanley also highlighted Adobe as a long term beneficiary, noting that generative AI could accelerate EPS growth back toward the mid-high teens. "Generative AI functionality into existing workflows of a broad base of subscribers, enabling stickier customer engagement and opportunity to monetize incremental productivity provided to users," the firm said.
Persons: Morgan Stanley, Keith Weiss, Morgan Stanley's, Joe Moore, — CNBC's Michael Bloom Organizations: Microsoft, Nvidia, NVDA
☆ Morgan Stanley gives its favorite buy and sell picks into earnings reports
  + stars: | 2022-10-18 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
A highly anticipated corporate earnings season has just kicked off, and Morgan Stanley has highlighted which stocks to buy — or avoid. Given this backdrop, Morgan Stanley analysts looked for stocks that could experience big swings based on near-term catalysts, some positive and others negative. Morgan Stanley sees upside for Arcutis Biotherapeutics if the biotech company's two phase-two studies for its drug Zoryve are successful. "We would expect significant investor focus on these data sets, and our statistical analysis suggests a high probability-of-success (POS) for both trials," wrote Morgan Stanley analyst Vikram Purohit. Meanwhile, Logitech is one of the stocks Morgan Stanley expects to decline due to negative earnings.
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