Market Trends - NASDAQ is up almost 2%, indicating a positive market movement, particularly in AI stocks [1][3] - Capital markets are opening up, suggesting a favorable environment for wealth management businesses [1] Stock Recommendations - Morgan Stanley is recommended due to the opening up of capital markets and its wealth management business [1] - Cisco Systems is highlighted for its momentum, outperforming the S&P 500 with twice the return in the last month, despite approaching earnings [2] - Aluminina is suggested based on past earnings performance and anticipated future growth [3] - FTI is considered a good opportunity for investment after a 15% correction with the market, deemed not fundamentally driven [3] Sentiment Analysis - Sentiment is clearly positive towards Cisco Systems, justifying its fundamentals [2]
Final Trades: Morgan Stanley, Cisco Systems, Illumina and FTAI Aviation