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



Disney will release a report this week. Why do analysts advise buying the stock?


Oppenheimer and Morgan Stanley attribute the growth outlook to stronger-than-expected earnings and cash flows

Wall Street strategists are waiting for the S&P 500 above 7,000 points. What do they advise investors?

Netflix, Inc.

Ford Motor Company

Confirmation of a slowdown in economic activity will lead to lower yields on debt instruments and give reason to fix positions in equities

Morning in New York: macro data will set the direction of stock market movement

Bank of America Corporation

The Goldman Sachs Group, Inc.

Citigroup Inc.

Internal contradictions in the Republican Party make it difficult to advance key legislative crypto initiatives, despite the active support of the industry and the personal intervention of Donald Trump. The American president also once again returned to one of his favorite topics: the possible firing of Federal Reserve chief Jerome Powell. US banks, meanwhile, are facing a trading boom. About these and other topics - in our review of key events for the morning of July 17.

Main by morning: 'crypto week' tugs, trading boom at US banks


Long-term European investors are looking for ways to protect their assets from dollar volatility, analysts say

'This risk cannot be underestimated': Morgan Stanley warns of euro rise to $1.3

The trading desks of the top five US banks posted double-digit growth amid volatility caused by Trump's trade war

BofA, Goldman Sachs and Morgan Stanley benefited from a surge in trade due to US duties

Apple Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.