Morgan Stanley says these are top stock picks in 2026, including Nvidia

December 27, 2025

TL;DR

Morgan Stanley named Nvidia, Western Digital, Spotify, and Palo Alto Networks as top stock picks for 2026.
Nvidia is considered central to the AI trade with strong revenue growth and significant unserved demand.
Spotify is praised for its AI usage, growth upside, and potential for margin expansion through pricing power.
Palo Alto Networks is favored for its growth prospects, platformization, and AI trends, with a raised price target.
Western Digital benefits from strong demand in the HDD market, cloud capex spending, and upcoming catalysts.

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