apple morgan stanley defensive
17 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.

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