
US Stocks: Morgan Stanley sees profits beyond tech
The US stock market might have a surprise in store. It's not just the usual tech giants; other companies could shine this earnings season.
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Saturday, August 1, 2026
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The US stock market might have a surprise in store. It's not just the usual tech giants; other companies could shine this earnings season.

Artificial intelligence euphoria has sent chipmaker stocks soaring. But a Morgan Stanley analyst warns: perhaps we've run too far.
The tech market has been a wild ride, but some are already eyeing the slowing merry-go-round. A Morgan Stanley expert warns: watch out for chip stocks.
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Wall Street's biggest earners just got a reality check. OpenAI is reportedly pushing its IPO to 2027, and the banks that were counting on fat commissions are watching their stock prices sink.

While everyone's busy obsessing over Silicon Valley and American startups, someone at Wall Street just realized something odd: Europe might actually be the real deal in AI. Marina Zavolock, Morgan Stanley's Chief European Equity Strategist, doesn't just believe it—she's betting money on it with the confidence of someone who's done the homework.