Morgan Stanley raised its price target for Unity Software Inc. following its earnings report, citing benefits from Trump-era tariffs and strategic partnerships with Tencent and Scopely.

The entities involved

• Scopely →

  interactive entertainment, video game company

  Nothing else this week.

• Donald Trump →

  American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)

  • Trump ended the ceasefire agreement with Iran following recent attacks by Iranian forces.Mon 18:02
  • The Trump administration utilized the Department of Health & Human Services for an AI tool.Mon 18:02
• Morgan Stanley →

  U.S. investment bank

  • Financial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Mon 17:33
  • Goldman Sachs, Morgan Stanley, JPMorgan Chase, and Bank of America are competing in the global investment banking sector.Mon 17:24
• Tencent →

  Chinese multinational investment holding conglomerate

  Nothing else this week.

Related events

• Trump tariffs and onshoring benefit AI stocks, leading to automation and robotics support agreements involving Amazon and Richtech Robotics.Jun 7
• AI stocks are benefiting from Trump-era tariffs, with Morningstar and ClearBridge providing market analysis on growth and upside potential.Jun 8
• Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.Jun 7
• Goldman Sachs and Zeta Interactive noted that tariffs and onshoring benefit AI stocks, citing accelerated Q2 growth and raising price targets.Jun 7
• Trump-era tariffs are reportedly benefiting certain AI stocks, coinciding with the spin-off of Millrose Properties, Inc. from Lennar Corporation.Jun 8