Taiwan Semiconductor Manufacturing Company Limited

Netflix, Inc.

JPMorgan Chase & Co.

Despite the flood of news about duties, investors on Wall Street have already gotten comfortable with the so-called TACO strategy - betting that U.S. President Donald Trump will threaten duties but eventually back down and the stock markets will rebound from the decline, <a href="https://www.barrons.com/articles/wells-fargo-citi-netflix-j-j-and-more-stocks-to-watch-this-week-cebf9895?mod=RTA#:~:text=Despite%20a%20flurry%20of%20tariff%2Drelated%20headlines%2C%20investor%20reaction%20was%20muted%2C%20unlike%20in%20April%2C%20as%20Wall%20Street%20has%20become%20comfortable%20with%20the%20TACO%20trade.">writes</a> Barron's.&nbsp;Ahead is the new reporting season, which will test the S&amp;P 500's rally of the past three months.

US and EU inflation, bank earnings and TSMC: what investors need to know this week

Universal Health Services, Inc.

HCA Healthcare, Inc.

Tenet Healthcare Corporation

One of the affected sectors will be healthcare, but the bank's analysts have named a stock that is favored

Who will win and lose from the "big and beautiful" law: Morgan Stanley's forecast

By the end of Donald Trump's presidential term, gold could be worth as much as $6,000

Gold has not updated the record since April. What can raise prices to $4 thousand per ounce?

Wall Street strategists don't expect a collapse in the second half of 2025, but downside risks remain

US stock market at its peak: three mistakes to avoid when things are going up

Tesla, Inc.

Intel Corporation

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: focus on Trump's trade policy and jobs data

The Goldman Sachs Group, Inc.

Bank of America Corporation

The financial sector index within the S&P 500 set a new record on June 30

Hedge funds are buying up shares of major U.S. banks. Will the frenzy continue?

Morgan Stanley

The current year has changed the priorities of investors on Wall Street - from the dollar to the euro, from U.S. equities to eurozone and emerging market securities

Currencies, stocks, debt securities: what traders lost and what they won in 2025

Conflict will take a back seat in investors' minds thanks to improved corporate earnings forecasts

Morgan Stanley does not expect stocks to collapse on the Iranian crisis. What could change the forecast?

Var Energi ASA

Harbour Energy plc

Ithaca Energy plc

The Bank notes growing investor interest in non-Middle Eastern companies in the oil and gas extraction sector

Morgan Stanley raised targets on oil company shares amid rising oil prices

Small caps might not have much further to run in the postelection rally, as they are at risk from higher interest rates, <a href="https://www.marketwatch.com/story/the-post-election-rally-should-continue-except-this-one-part-says-morgan-stanleys-mike-wilson-bfc49971?mod=bulletin_ribbon&amp;utm_source=in_materials">warns</a> Morgan Stanley’s chief U.S. equities strategist <strong>Mike Wilson</strong>. He recalls that after <strong>Donald Trump</strong>’s previous election win in 2016, their relative performance peaked in early December.

Morgan Stanley: Postelection rally to continue, but without small caps

Morgan Stanley has put together a list of small-cap stocks that, on their numbers, have 50% upside or more, as <a href="https://www.businessinsider.com/stocks-picks-to-buy-huge-upside-small-cap-morgan-stanley-2024-10?IR=T#10-american-airlines-1">reported</a> by Business Insider. Meanwhile, the investment bank forecasts double-digit growth in the small-cap-tracking Russell 2000 index in the coming months.