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Morgan Stanley - $MS

Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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Cybersecurity is where the most startups now work with Mars, says its digital chief
13 takeaways: Why a bought CRM beat a built one at Royal Canin, the Work-Bench rule of buy to operate and build to differentiate, and the headache she…
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A Strait of Hormuz fix could end the hiking cycle early, says Morgan Stanley EVP
5 calls: Why she says technology is overvalued and still worth owning, the move from AI enablers to AI implementers, and the short-dated paper she is…
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Morgan Stanley's Europe equity chief: the 10-year discount to the US broke out in January
5 calls: Why she thinks the gap keeps closing to single digits, what 19% earnings growth in Europe is built on, and how much of the index is AI capital…
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Morgan Stanley's M&A co-head: 8.5 months of 2026 already match all of 2025 on deal value
4 arguments: Why patent cliffs are doing the buying in pharma, what a 5% 10-year has and has not changed, and which buyers are feeling the cost of debt…
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Thermo Fisher CEO: AI means drug companies run more experiments, not fewer
4 arguments: Why killing bad medicines faster raises research spending, what 4% growth in the second half rests on, and his answer on a share price that…
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Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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Franklin Templeton strategist: the modeling says 20–30% in alternatives, not 5–6%
6 insights: Why he says the private-credit redemption fights are self-inflicted, what the SpaceX listing reset for everyone else, and the allocation…
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Mandeep Singh: the $1,999 foldable iPhone is a Vision Pro, not an upgrade cycle
9 takeaways: Why memory prices set the price tag, what Nvidia's $260B of supplier prepayments changed for Apple, and why Singh thinks Siri still needs…
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Mike Wilson: the gap between oil and gasoline closes by oil going up
8 takeaways: why he says the S&P 500 has already corrected through its multiple, the hedge he is keeping in energy, and the correction he can see in the…
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Charlie Scharf: now is the time to get deals done in this administration
11 takeaways: Why he says the crypto bill as written is unsafe for small banks, what he finds refreshing about the new Fed chairman, and the K-shaped…
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Ariana Salvatore: the data-center backlash delays projects, it does not cut $1T of capex
5 takeaways: The three complaints driving the opposition, why governorships matter more to the build-out than Senate seats, and why she says the fiscal…
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