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Top Stock Alerts @TopStockAlerts1 on x 118.7K followers
Created: 2025-07-21 13:12:00 UTC
$PINS $AMZN $ETSY Morgan Stanley: AMZN Top Pick, Boosts Internet Stock Outlook Morgan Stanley upgraded PINS to Overweight and ETSY to Equalweight, naming AMZN its top internet stock, citing a more favorable macro outlook and lower expected China tariffs. The firm raised its U.S. online ad growth forecast for 2025 to XX% (from 8%), driven by improved sentiment and lowered tariff risks. AMZN is seen with XX% upside to a $XXX target, fueled by AWS strength and expected earnings acceleration into H2 2025–2026. GPU-driven innovation is also boosting sector growth. Generative AI is expected to be a key earnings driver for GOOGL and META, though Morgan Stanley prefers GOOGL for its more attractive XX% upside (target: $205). Confidence in AI sustainability will be crucial to maintaining momentum. Big Tech capex is expected to hit $ 392B in 2026, up XX% YoY, with AMZN, GOOGL, META, and MSFT accounting for XX% of that spend.
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