MS
Morgan Stanley · Financial Services · Capital Markets
ZACKSHoldTECHSell
R500#117 today
$190.31
+1.22% today · -3.06% 1W
Oct 2 close or latest
PreviewWhy it's moving
Moving with the market
- MS +1.22% on the last session vs SPY +0.74%: +0.5 pts of stock-specific move.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mentions · past hour
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Mentions · 24 hours
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Mentions · 7 days
17
76% positive
Avg sentiment · 24h
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per mention, −1 to +1
What Reddit is saying
No summary in the past day.
Hottest comment
Technical analysis of where we're are and where we're heading: keep buying AI stocks
he made this using MS Paint while eating a Snackwells fat free cookie (an episode of Ally McBeal played in the background)
Top comments, summarized
Most recent
S&P 500 breadth just hit its lowest level since the Dotcom bubble.
It's not NVDA that you should look at. As long as these hyperscalers (AMZN, META, GOOG, and MSFT) ar…
- As long as these hyperscalers (AMZN, META, GOOG, and MSFT) are raking in profits from their core business, then NVDA holds the top spot.
- Back then, there were a lot of hopes and dreams that these companies could turn a profit.
- Right now, there's no hope because profits are reported.
- So, for the markets to drop, you'll need to hear META, MSFT, AMZN, and GOOG tell its investors that capex is decreasing.
- Looks like Zuck is just getting started on his version of AI.
Daily Discussion Thread for October 1, 2026
Nobody talking about GOOG and everyone about MSFT. ALGOS GOING FOR MSFT pump and dump, GOOG dump and…
- ALGOS GOING FOR MSFT pump and dump, GOOG dump and pump.
Just sold last NVDA, GOOGL and MSFT
NVDA could crater sure. But what exactly do you think GOOGL and MSFT going to go in the future? AI f…
- AI failures might hit their stock but they will be around for the long haul
What Are Your Moves Tomorrow, October 1, 2026
Tbh I don't pay attention to PLTR earnings at all. I'm not that much into software sector. Maybe MSF…
- Maybe MSFT and maybe GOOG coz I have a huge position there but I'm still looking to see where their capex is going lol PLTR is a solid cash printing machine tho
3 days ago
Anthropic IPO leak is insane
Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantial…
- Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation.
- For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x.
- But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt.
- You could almost view it as opposite effect of AMZN GOOGL and MSFT reporting huge sums of paper gains from their investments in Anthropic and OpenAI, even though they didn't sell yet.
- It's just a matter of keeping proper accounting records.
My portfolio value this September, thanks to a lot of people who will not be named
Funnily enough September was my second best month this year.
Bought the dip on some stocks and the…
- Bought the dip on some stocks and they have recovered nicely.