Large Tech Stocks May Be Set for a Comeback, Says Morgan Stanley Portfolio Manager
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Morgan Stanley's Andrew Slimmon suggests that large tech stocks, particularly the Magnificent Seven (GOOGL, AMZN, META, MSFT, NVDA, TSLA, AAPL), may rebound in early 2026 after underperforming in Q4. He notes that tech stocks are now more attractively priced compared to industrial stocks, which have already factored in expected Federal Reserve rate cuts. Slimmon highlights that there are no signs of earnings weakness in these tech companies and warns of potential risks in cyclical sectors. Analysts favor NVDA, predicting a 38.7% upside potential.
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