Broker Research: Sector, Macro and Strategy Notes

Morgan Stanley·2026-10-06Sector

7203.TTSLA

Morgan Stanley·2026-10-06Strategy

Morgan Stanley·2026-10-05Sector

AVGO NVDA

Morgan Stanley·2026-10-05Sector

NVDA

Morgan Stanley·2026-10-05Strategy

ADYEN.ASG24.DE

Morgan Stanley·2026-10-05Sector

STX WDC

Morgan Stanley·2026-10-05Sector

MU SNDK ALAB MRVL NVDA

Morgan Stanley·2026-10-02Sector

STX WDC

Morgan Stanley·2026-10-02Sector

LENOVO XIAOMI2059.TW3008.TW3665.TW8069.TWO

Morgan Stanley·2026-10-01Credit

Morgan Stanley·2026-10-01Sector

COHR LITE

Morgan Stanley·2026-09-28Sector

CIEN COHR CSCO KEYS NOKTelecom & Networking Equipment·Neutral

Morgan Stanley·2026-09-28Sector

CCLNCLH.USRCL.USVIK.USCruise Lines - North America·Neutral

Morgan Stanley·2026-09-27Sector

BABAGreater China Technology Hardware·Neutral

Morgan Stanley·2026-09-24Thematic

AI adopters·OverweightAI enablers (select)·Overweight

Morgan Stanley·2026-09-24Sector

ALL.USPGR.USPRI.USUS Property & Casualty Insurance·Overweight

Morgan Stanley·2026-09-23Sector

ERICB.STORA.PAEuropean Telecoms·Overweight

Morgan Stanley·2026-09-23Sector

KEYS CIEN COHR CSCO LITE NOK

Morgan Stanley·2026-09-23Sector

CART.USEXPE.USABNB BKNG META

Morgan Stanley·2026-09-23Sector

CCC.USTTAN.USVIA.USNorth America Software·Overweight

Research: Broker notes on sectors, macro, rates and strategy

Robotics Humanoid Horizons Putting the Robots to Work

Asia EM Equity Strategy Flows & Positioning Guide

Semiconductors Weekly SPE Earnings Thoughts & August SIA

Global Thematics & US Semiconductors What Does the Power Shortfall Mean for Semis

European Equity Strategy Muse Agentic AI - Disruption, Dislocations & Regulation

Hard Disk Drives Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less

Semiconductors How can the AI ecosystem work around memory bottlenecks

Hard Disk Drives - North America We're Not Losing Sleep Over The Toshiba Report. Here's Why

Investor Presentation Greater China Technology Hardware AI Profit Taking Occurred in 3Q26 What’s Next

Global Credit Strategy & Securitized Products Research The State of AI Financing A Pause, Not a Pullback

Potential FCC Rules on Optical Transceivers More Likely to Come in at 3.2T

Telecom & Networking Equipment ECOC Follow-Up Company Specific Takeaways Investor Feedback

Musing on Muse: Could Cruise Be a Net Winner?

Greater China Technology Hardware Further NPO Technology Innovation in China

Mapping AI's Rate of Change From Buildout to Broadening

AI Agents-It's Deja Vu All Over Again

Agents of Change? Addressing Sector Weakness

Optical ECOC First Take Full Steam Ahead

Internet Why the Muse Partnerships with EXPE and CART Matter

Are Consumer Agents a Potential Tailwind for Vertical Software?