MongoDB (NASDAQ:MDB) was named a "top pick" by Morgan Stanley in its 2025 generative artificial intelligence outlook, but Fortinet (NASDAQ:FTNT) was removed as a cybersecurity "top pick" due to its late 2024 stock price increase.

Morgan Stanley’s stock outpaced gains in other financial stocks Thursday, after the bank and broker forecast a robust flow of deals as it beat both profit and revenue expectations for the latest quarter.

The CEO also said he is ‘bullish’ on the potential for stock sales, including initial public offerings in 2025.

Wall Street analysts see Robinhood benefiting from deregulation and crypto expansion, with bullish calls from Morgan Stanley and Bernstein.

Whales with a lot of money to spend have taken a noticeably bearish stance on Morgan Stanley. If we consider the specifics of each trade, it is accurate to state that 12% of the investors opened trades with bullish expectations and 62% with bearish.

In the case of Morgan Stanley, the wirehouse wants its financial advisors to increase their banking relationships with clients and sell more loans, a practice known as cross-selling. For Merrill Lynch,

Morgan Stanley reported robust earnings surpassing market expectations, powered by significant gains in revenue and income.

Major U.S. indexes were little changed at midday Thursday after Wednesday's big gains powered by strong bank earnings and a softer-than-expected inflation report.

"There's still a lot of alpha generation to come," says Morgan Stanley's Global Head of Research Katy Huberty.

With Trump set to implement at least 100 executive orders on Monday, here are the areas of the market that could see moves.

Challenges extend to other parts of AMD’s business as well. Analysts foresee a 17% sequential decline in the client segment for Q1 2025 due to weak PC demand, a 20% drop in gaming revenue, and no immediate recovery in the embedded segment, which might improve later in the year.