apple morgan stanley defensive
16 hours ago
Published January 20, 2026 by

Morgan Stanley has turned defensive on tech, but it's still Overweight Apple

"For the first time since the 2022 downcycle, we now have more Underweights (CRCT, DELL, HPQ, LOGI, NTAP, GRMN, GPRO) than Overweights (AAPL, REZI, SNX, STX, TDC, WDC)." — Analyst Erik Woodring.

For more, please login or subscribe