📰 Amazon (AMZN) Soars as Morgan Stanley Highlights AWS Growth; Google (GOOGL) and Meta (META) Boosted by AI Advances

📅 Jul 21, 2025, 08:35 EDT | 🔗 Source: MarketWatch

🧠 Summary

Morgan Stanley upgrades Amazon as top pick with 33% upside, expecting strong AWS-driven growth by 2026. Positive outlook for Google and Meta fueled by generative AI advances and easing China tariffs boosting online ad growth forecasts.

💡 Why this signal?

  • Morgan Stanley's price target increase reflects confidence in Alphabet's innovation and AI-driven monetization growth.
  • The anticipated EPS growth and post-earnings updates are likely to positively influence investor sentiment.
  • Although a DOJ investigation exists, its extended timeline and potential remedies reduce near-term negative impact.

📈 GOOGL Price Trend

⏱️ Impact Timing
next week
👥 Competitor Impact
  • ➡️ AAPL: buy
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