- AI stocks are benefiting from Trump-era tariffs and onshoring trends, with Cameco highlighted as a leading uranium fuel supplier.
- AI stocks are benefiting from Trump-era tariffs and onshoring trends, with an analyst reiterating a 'Buy' rating for a company in the energy sector.
- AI stocks are benefiting from Trump-era tariffs and onshoring trends, with Cameco highlighted as a leading uranium fuel supplier.
- AI stocks are benefiting from Trump-era tariffs and onshoring trends, with an analyst reiterating a 'Buy' rating for a company in the energy sector.
Morgan Stanley raised JPMorgan's price target and committed $10 billion to defense-related equity investments.
1 report, 1 independent
Updated Jul 2
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What happened
Morgan Stanley raised JPMorgan's price target and committed $10 billion to defense-related equity investments.
Who's involved
What this event is mainly aboutKeep exploring
Part of
AI stocks are benefiting from Trump-era tariffs and onshoring trends, with an analyst reiterating a 'Buy' rating for a company in the energy sector.Also in this story
- Halliburton and Petronas Carigali announced a strategic collaboration, while Goldman Sachs identified energy stocks as top picks amid tariff trends.
- Trump-era tariffs benefit undervalued AI stocks, leading to specific corporate actions like loan amendments and ownership stake changes in the energy sector.
- Tariffs and onshoring trends are benefiting AI stocks, leading analyst Gerry Sweeney to initiate coverage with a Buy rating for OMS Energy Technologies Inc.
- UEC boosts stake in Anfield Energy and DOE accelerates nuclear reactor development amid Trump-era tariff benefits for AI stocks.
The entities involved
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Morgan Stanley
U.S. investment bank
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Jamie Dimon
American banking executive
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
Related events
- Morgan Stanley raised its price target for AT&T on July 19, 2025.
- Morgan Stanley raised its price target for a company and disclosed selling a portion of its holdings, involving Vital Farms, Robinhood, and ARK Invest.
- Barclays raised its price target for Okta, noting that AI stocks are benefiting from the onshoring trend and Trump-era tariffs.
- Morgan Stanley raised its price target on Western Digital to $78 on July 3, 2025.
- Morgan Stanley raised the price target on Cisco Systems, Inc. stock on June 12, 2026.