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Morgan Stanley’s Wilson noted that the corporate earnings season has shown no major impact due to Trump’s tariffs, and a slew of recent profit upgrades is another green sign.
Morgan Stanley analyst Adam Jonas said that valuing Tesla as purely an auto retailer would be akin to valuing Amazon as solely an online retailer or Apple as a seller of glowing rectangles and earbuds.
Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT)
fell 6% in the afternoon session after the company reported disappointing first 2025 quarter results: its revenue was in line and its inventory levels slightly increased. On the other hand, Applied Materials beat analysts' EPS and adjusted operating income estimates this quarter.
Zooming out, we think this was a mixed quarter. The market seemed to be hoping for more.
A Morgan Stanley analyst said the company reported another quarter of 20% constant currency growth of subscription revenue, which pointed to stable demand.
WisdomTree Senior Economist Jeremy Siegel said he remains 'long-term bullish' on equities, preferring dividend-paying stocks that stand to benefit from rate cuts over speculative growth sectors.
Nvidia stock has been stuck in a rut since it hit an all-time high of $153.13 in January, stymied by the Trump administration's China chip curbs and tariff uncertainty.
Morgan Stanley economists said an acceleration in new car prices may have been partly offset by another month of negative used car inflation and a declaration in apparel prices.
