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   <title>US Information Technology Sector Downgraded to Neutral at UBS</title>
   <link>http://www.streetinsider.com/Trader+Talk/US+Information+Technology+Sector+Downgraded+to+Neutral+at+UBS/25973296.html</link>
   <description>&lt;p&gt;US Information Technology Sector Downgraded to Neutral at UBS.&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Prior view on the sector was Attractive.&lt;/li&gt;&lt;li&gt;YTD $XLK down 23bps.&lt;/li&gt;&lt;li&gt;YTD $VGT down 17bps.&lt;/li&gt;&lt;/ul&gt;</description>
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   <pubDate>Tue, 10 Feb 2026 10:32:14 -0500</pubDate>
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   <title>US Information Technology Sector Downgraded to Neutral at UBS</title>
   <link>http://www.streetinsider.com/Trader+Talk/US+Information+Technology+Sector+Downgraded+to+Neutral+at+UBS/25973296.html</link>
   <description>&lt;p&gt;US Information Technology Sector Downgraded to Neutral at UBS.&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Prior view on the sector was Attractive.&lt;/li&gt;&lt;li&gt;YTD $XLK down 23bps.&lt;/li&gt;&lt;li&gt;YTD $VGT down 17bps.&lt;/li&gt;&lt;/ul&gt;</description>
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   <pubDate>Tue, 10 Feb 2026 10:32:14 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <title>Morgan Stanley favors these 2 hardware stocks into earnings</title>
   <link>http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+favors+these+2+hardware+stocks+into+earnings/25238944.html</link>
   <description>&lt;p&gt;Enterprise hardware earnings are shaping up positively this quarter, underpinned by robust demand in AI compute and networking, though overall industry growth is expected to cool in the back half of 2025 (2H25), according to Morgan Stanley. &lt;/p&gt;&lt;p&gt;The bank’s latest channel checks showed spending improved in May and June, leaving scope for top- and bottom-line beats across the group. &lt;/p&gt;&lt;p&gt;That said, Morgan Stanley expects the slowdown to be most pronounced in PCs and general servers, where earlier strength was supported by demand pull-forward and Windows 11 refresh cycles.&lt;/p&gt;&lt;p&gt;Storage demand has shown resilience, but the bank noted mixed signals for 2026</description>
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   <pubDate>Fri, 22 Aug 2025 10:30:00 -0500</pubDate>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
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   <pubDate>Fri, 31 Jan 2025 11:31:22 -0500</pubDate>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
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   <pubDate>Fri, 31 Jan 2025 11:31:22 -0500</pubDate>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Investing/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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   <title>M. Stanley sees improving risk-reward for IT Services after positive CIO survey</title>
   <link>http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</link>
   <description>&lt;p&gt;Investing.com -- &lt;span itemscope itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt; Morgan Stanley &lt;/span&gt;&lt;/span&gt; (NYSE:MS) raised its view on the US IT Services sector to In-Line from Cautious, citing a more balanced risk-reward for the next 12 to 18 months and improving growth expectations.&lt;/p&gt;
&lt;p&gt;The upgrade follows findings from the firm’s latest CIO survey, which pointed to slightly higher IT budget growth in 2025.&lt;/p&gt;
&lt;p&gt;According to the report, Morgan Stanley’s Q4 2024 CIO survey “indicates slight IT Services budget growth (+2.8% in ’25 vs +2.6% in ’24), but still below typical pre-COVID annual growth rates.”&lt;/p&gt;
&lt;p&gt;The firm also highlighted that venture capital (VC) investment, a key demand indicator,</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/M.+Stanley+sees+improving+risk-reward+for+IT+Services+after+positive+CIO+survey/24278299.html</guid>
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