Microsoft (MSFT) has been removed as top pick at Morgan Stanley

Morgan Stanley's removal of Microsoft as a top pick suggests a potentially negative shift in sentiment regarding the tech giant's growth prospects.

Newsquawk StaffPublished 29 Jan 2026, 11:33 UTCOn the live feed at 11:13 UTC — 7 more headlines followed before this page went public

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Iranian vessel rescue operation underway in the Caspian Sea, via TASS

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Tesla (TSLA) says during the FY, it recognised a USD 430mln of revenues and USD 285mln of cost of revenues from xAI for purchase of its Megapack products

11:13

Microsoft (MSFT) has been removed as top pick at Morgan Stanley

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BoC Governor Macklem says elevated geopolitical risks and US trade policy is viewed as potential shocks

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Santander (SAN SM) is reportedly preparing a new fund for property investment and development in Iberia, according to Bloomberg sources

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Context

This move could indicate a more cautious view on the software sector, impacting investor confidence and possibly leading to increased volatility in MSFT's stock, as well as broader implications for tech equities in general.

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