Here are some of the tickers on my radar for Monday, Oct. 30, taken directly from my reporter's notebook:
Big Morgan Stanley note: Chief Investment Officer and Chief U.S. Equity Strategist Mike Wilson says breadth leads, doesn't like breadth. Fed not near easing interest rates. Defensive sectors starting to outperform. Headwinds for corporate and individuals. Fiscal deficit with full employment. Chances of a fourth-quarter stock rally have fallen considerably.
Nick Timiraos, chief economics correspondent for The Wall Street Journal, interesting article. Higher bond yields can tighten financial conditions. Sees Fed pause on rates. Piper Sandler calls release of Microsoft 365 Co-Pilot artificial intelligence assistant the"iPhone moment" for the software and cloud giant. AI small but could scale $10 billion. upgraded to buy from hold at Raymond James. Citi and Wells Fargo raise price targets. RBC Capital cuts PT. All have buy-equivalent ratings. to hold from buy because of the dreaded optimization. A reminder that ServiceNow did not see optimization and may now be the watchdog for AI.
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