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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong quarterly results and raised outlook have been overshadowed by a sharp selloff, with traders focused on negative cash flow, heavy spending to expand production, and valuation after the stocks run-up. Bulls call the decline an overreaction and point to demand for data-center power, while bears question whether growth will translate into cash generation.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics early Phase 1 azer-cel results in progressive MS are driving attention, with traders highlighting encouraging safety and signs of disability stability or improvement as a potential pipeline opportunity beyond BRIUMVI. Others say the stock reaction has been underwhelming and caution that the findings come from a small, uncontrolled study; BRIUMVIs subcutaneous trial data and earnings are also in focus.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Anticipation of Anthropics potential IPO and related S-1 filing is driving attention, with traders viewing DXYZ as a public-market proxy for its private-company holdings and debating whether those holdings support a higher NAV. Bullish excitement over a possible IPO-fueled rerating is tempered by concerns about delays, weak price action, and the gap between estimated NAV and the share price.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs steep decline has traders focused on whether its high distribution is sustainable, with speculation about a cut and concern over hedging losses, debt maturities, and upcoming earnings. Some see value in IEPs CVR Energy stake and potential short-squeeze dynamics, while others argue that continued losses and dilution outweigh the distribution.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs refusal to accept a generic application for VOQUEZNA has raised concerns that Phathoms exclusivity could be shortened, weighing on shares. Traders debate how serious the risk is: some see a long-term overhang, while others stress the suit is not approval of a generic and expect the FDAs exclusivity decision to stand.

American Express Co. engages in the provision of card-issuing, merchant-acquiring, and card network businesses. Its products and services include credit cards, business credit cards, corporate programs, gift cards, savings accounts and CDs, and the American Express App. It operates through the following segments: the United States Consumer Services (USCS), Commercial Services (CS), International Card Services (ICS), Global Merchant and Network Services (GMNS), and Corporate and Other. The USCS segment includes proprietary consumer cards and provides services to United States consumers. The CS segment offers corporate and small business cards and provides services to United States businesses. The ICS segment provides consumers, small businesses, and corporate cards outside the United States. The GMNS segment is involved in operating a global payments network that processes and settles card transactions, acquires merchants, and provides multi-channel marketing programs and capabilities, services and data analytics. The Corporate and Other segment covers corporate functions and certain other businesses and operations. It also operates through the following geographical segments: United States, EMEA, APAC, LACC, and Other. The EMEA segment represents Europe, the Middle East, and Africa. The APAC segment refers to Asia Pacific, Australia, and New Zealand. The LACC segment focuses on Latin America, Canada, and the Caribbean. The Other segment includes net costs which are not directly allocated to specific geographic regions. The company was founded by Henry Wells, William G. Fargo, and John Warren Butterfield on March 28, 1850 and is headquartered in New York, NY.

American Express Co.

American Express shares are drawing attention after quarterly results beat profit expectations and the company raised its earnings outlook, but revenue fell slightly short and plans to cut about 5% of its global workforce as part of a restructuring. Traders are divided: some see the selloff as excessive given the stronger guidance, while others focus on the revenue miss, layoffs, and consumer-spending concerns.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep decline toward fresh lows is driving a largely bearish discussion, with traders tying the pressure to doubts about the companys value and dilution as well as Trump-linked political and Iran-war headlines. Some point to a possible technical floor or bounce, but the dominant tone is skepticism about the stocks prospects.

Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

Lockheed Martin Corp.

Lockheed Martins quarterly earnings beat, raised outlook, record backlog and 10-year F-35 framework for 850 aircraft are driving attention, reinforcing the defense-demand growth story. Traders are largely bullish on the move, though some warn the sharp rally may be overbought and vulnerable to a pullback.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff has put GLDs safe-haven role under scrutiny, with traders pointing to dollar and rate concerns and its recent tendency to fall alongside risk assets; others see the pullback near support as a buying opportunity.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

BTDR is drawing attention for a steep selloff and persistent underperformance versus other bitcoin miners, even as traders point to its bitcoin production growth and AI/data-center contracts. The community debates whether dilution concerns, heavy short interest, or broader weakness in crypto and AI infrastructure stocks are weighing on shares, while some investors view the decline as a buying opportunity.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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Keysight and KTL Advance NR-NTN Validation for Satellite Connectivity

Keysight Technologies, Inc. (NYSE: KEYS) announced that Korea Testing Laboratory (KTL), a leading testing and certification organization, has selected Keysights New Radio Non-Terrestrial Network (NR-NTN) radio frequency (RF) and Radio Resource Management (RRM) test solutions to expand its...

Can Keysight's New Testing Solution Advance Data Center Connectivity?

KEYS launches a 16-channel interconnect testing system that doubles capacity, supports 1.6T technologies and cuts testing time to minutes.

Why Keysight (KEYS) is a Top Growth Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Can Synopsys' AI-Focused Design IP Strategy Drive Growth?

SNPS is expanding its AI-focused Design IP business as demand for high-speed connectivity grows, with rising design wins and automotive adoption supporting growth.

Keysight Expands Active and Passive 1.6T Copper Interconnect Validation for Scale-Out Data Centers

Keysight Technologies, Inc. (NYSE: KEYS) today announced the Functional Interconnect Test Solutions (FITS)-16CH digital-layer error performance validation system, expanding Keysights FITS portfolio for optical, active copper, and passive copper interconnects. With 16 transmit and 16 receive...

Can Viavi's U.S. Army Defense Testing Selection Propel Its Shares?

VIAV wins a U.S. Army contract to modernize military test ranges with software-defined transceivers that replicate complex electronic warfare conditions.

Synopsys Rises 34.5% in a Month: Should You Buy the Stock Now?

SNPS gains from AI-driven chip design demand, recurring revenues and its Ansys acquisition. Should you buy the stock?

Keysight Expands 1.6T Ethernet Validation Across Edge Routing, High-Density Switching, and AI Workload Emulation

Keysight Technologies, Inc. (NYSE: KEYS) today announced two new 1.6T Ethernet test platforms, Switch and Edge Router Tester (SERT) 1600GE and AresONE Plus 1600GE, designed to help customers validate next-generation AI data center and hyperscale networking infrastructure. AresONE Plus 1600GE sets a...

Keysight Introduces PCIe 7.0 Protocol Test Solution to Accelerate AI Infrastructure Validation

Keysight Technologies, Inc. (NYSE: KEYS) today introduced its Protocol Test Solution for PCIe 7.0, an integrated platform that enables engineers to bring up, validate, debug, and verify compliance of next-generation devices and systems at the protocol layer. By combining instant link-up with deep...

Keysight Showcases Link Layer Retry Interoperability with Alibaba Cloud at 2026 OCP Global Summit

Keysight Technologies, Inc. (NYSE: KEYS) will demonstrate multi-vendor interoperability of Link Layer Retry (LLR) for the first time in joint demonstrations with Broadcom and Alibaba Cloud at the 2026 OCP Global Summit in San Jose, October 12 15. LLR is a key emerging Ethernet scale-up technology...

Keysight Technologies, Inc. engages in the provision of electronic design and test solutions that are used in the design, development, manufacture, installation, deployment, validation, optimization, and secure operation of electronics systems to communications, networking, and electronics industries. It operates through the Communications Solutions Group (CSG) and Electronic Industrial Solutions Group (EISG) segments. The CSG segment serves customers spanning the global commercial communications and aerospace, defense, and government end markets. The EISG segment offers test and measurement solutions across electronic industrial end markets, focusing on applications in the automotive, and energy industry and measurement solutions for semiconductor design and manufacturing, consumer electronics, education, and general electronics manufacturing. The company was founded by William R. Hewlett and David Packard in 1937 and is headquartered in Santa Rosa, CA.

Keysight Technologies Inc

Here Are Morgan Stanley's New Top Stock Picks For The Next 12-Months 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>The 2026 Vintage Values model portfolio generated a 32.12% return over the past year, topping the S&amp;P 500's nearly 19% gain.</li><li>Alphabet, Apple, and Coca-Cola were named to the newly updated 2027 selection.&nbsp;</li><li>The strategy prioritizes large-cap quality and bottom-up fundamentals over short-term market momentum.</li></ul>Morgan Stanley has updated its highly watched "Vintage Values" stock selections for the coming year, adding prominent market leaders such as tech giant Alphabet (GOOG, GOOGL) and consumer goods staple Coca-Cola to its top-conviction 12-month buy-and-hold portfolio.The reshuffle follows a stellar performance period for the firm's 2026 model list. Between Sept. 9, 2025, and Sept. 11, 2026, the strategy recorded a 32.12% gain, outpacing the S&amp;P 500 index's 18.96% return by 1,316 basis points.GOOGL stock rose 2% on Monday, Coca-Cola (KO) fell 1%, while Apple (AAPL) added 0.8%.&nbsp;<h2 class="st-heading-2">Morgan Stanley’s Selection Process</h2>To curate the updated list for 2027, Morgan Stanley equity strategists invited North American analysts to submit their single highest-conviction recommendation designed for a one-year holding period. From an initial pool of more than 50 companies, researchers narrowed the list to 15 equities.According to Morgan Stanley equity strategist Michelle Weaver, the selection criteria combined quantitative factors, company fundamentals, macroeconomic risks, sector positioning, valuations, and overall risk-reward dynamics.<h2 class="st-heading-2">Focus on High Quality and Growth</h2>The 2027 portfolio tilts heavily toward large-cap growth stocks with high quality metrics. Approximately 60% of the selected equities rank in the top two quality brackets, compared to 56% for the broader S&amp;P 500 benchmark.&nbsp;While this emphasis leaves the new portfolio trading at a valuation premium over the general market across most metrics, strategists emphasize that the selections rely on individual company catalysts rather than recent stock market performance."Vintage Values 2027 has an 'anti-momentum' tilt — the stocks on the list are not simply stocks that have worked recently but rather ones our analysts have identified for their strong bottom-up drivers," Weaver noted in a report to clients, accessed by CNBC.Among the key names making the 2027 roster alongside Alphabet and Coca-Cola are tech firm Apple, software provider Dynatrace (DT), pharmaceutical leader Eli Lilly (LLY), real estate investment trust Equinix, and energy infrastructure provider Williams Companies (WMB).&nbsp;The final 15 stocks selected include Alphabet, Amazon, Apple, Coca-Cola, Dynatrace, Eli Lilly, Equinix, Honeywell Aerospace, Keysight Technologies, Liberty Formula One, LPL Financial, McKesson, TransUnion, Visa, and Williams Companies.&nbsp;<h2 class="st-heading-2">GOOGL, KO, AAPL Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was between ‘bearish’ and ‘neutral’ for the three stocks, with normal message volumes.&nbsp;<a href="https://stocktwits.com/symbol/GOOGL">GOOGL stock&nbsp;</a>has gained 14% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/KO">KO stock&nbsp;</a>and<a href="https://stocktwits.com/symbol/AAPL"> AAPL stock</a> have gained almost 25% during the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Morgan Stanley offices at Canary Wharf financial district on 5th November 2024 in London, United Kingdom. (photo by Mike Kemp/In Pictures via Getty Images)

Morgan Stanley unveils 2027 'vintage values' roster after 2026 roster outperforms S&P 500.

Here Are Morgan Stanley's New Top Stock Picks For The Next 12-Months

Morgan Stanley unveils 2027 'Vintage Values' roster after 2026 roster outperforms S&P 500.  


Apple Inc

Amazon.com Inc

Dynatrace Inc

Equinix Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

Honeywell Aerospace

Coca-Cola Co

Lilly(Eli) & Co

Mckesson Corporation

Morgan Stanley

Visa Inc

Up more than 1%

Flat to up 1%

Flat to down 1%

Down more than 1%

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