Western Digital Corporation

Seagate Technology Holdings plc

Investment Bank expects strong demand for hard disk drives to continue through 2028, thanks to the AI boom

"Boring" stock with big potential: Morgan Stanley doubles down on Western Digital targeting

TotalEnergies SE

Weak oil prices signal the start of an era of lower yields across the sector

Oil giant Total has cut its buyback by 25%. What should investors expect?

Adobe Inc.

Unlike Morgan Stanley, most analysts on Wall Street will continue to believe in Adobe

Morgan Stanley downgraded Adobe's stock. Are AI capabilities overrated?

Palo Alto Networks, Inc.

CrowdStrike Holdings, Inc.

Zscaler, Inc.

The market for cybersecurity solutions will grow at an average annual rate of 12% over the next few years, the bank expects

Morgan Stanley names three stocks poised for growth in the cyber threat defense software market

Investment bank advised buying Argentine assets just a week ago

Morgan Stanley has withdrawn advice to invest in Argentina. Election results brought down the market

Morgan Stanley's Michael Wilson suggests buying back U.S. stocks on drawdowns that may occur amid seasonal weakness on Wall Street

Morgan Stanley strategist, who guessed the dynamics of shares in spring, bets on the continuation of the rally

Alibaba Group Holding Limited

Alibaba is the best bet for an AI infrastructure provider in China right now, says Morgan Stanley

Alibaba shares soared nearly 20% thanks to AI and e-commerce. How much longer do they have to rise?

Nissin Foods Holdings Co.,Ltd.

Olympus Corporation

Japan Airlines Co., Ltd.

Stocks traded in mainland China rose at the fastest pace in almost a year in August

Goldman and Morgan Stanley differed in their forecasts for Chinese stocks. Is the market already overheated? 

Tesla, Inc.

Salesforce, Inc.

The bank's forecast calls for a 29% rise in the S&amp;P 500

Stock market could grow by $16 trillion thanks to AI - Morgan Stanley

Bullish

Miami International Holdings, Inc.

Enterprise software developer Visma has begun preparations for an IPO that could be one of the largest in London in recent years. Shares of Bullish, a U.S. crypto exchange that competes with Binance and Coinbase, nearly doubled in debut trading. And in Hong Kong, retail investors helped Chinese rival Novo Nordisk triple its capitalization on the first day of trading. The main events on the IPO market during the week are in our selection.

Visma's listing in London and Bullish's success in New York: highlights of the IPO by August 17

Morgan Stanley

Weaker-than-expected U.S. inflation suggests it may be time to pivot into small-cap stocks and other risk assets, according to <a href="https://www.cnbc.com/2025/08/12/what-to-buy-for-a-trade-after-light-cpi-small-caps-and-low-quality.html">Morgan Stanley</a>. Price growth in July <a href="https://en.oninvest.com/article/inflation-in-the-usa-turned-out-to-be-lower-than-forecast-traders-expect-fed-rate-cut-in-september">came in</a> below forecasts despite tariffs, fueling expectations of more aggressive rate cuts by the Fed. That would benefit smaller companies, whose borrowing costs are often tied to Fed rates.

After July inflation, Morgan Stanley asks: Is it time to pivot into small caps?

The Walt Disney Company

The company will report quarterly results on August 6, and the market is waiting for positive signals

