14:27 - 27.07.2026

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July 27, Fineko/abc.az. Strategists at investment bank Morgan Stanley say that the focus of investors in the US stock market is shifting towards free cash flow and margin expansion.

According to analysts, this will lead to large-scale capital rotation in favor of high-quality issuers (quality stocks).

Despite the risks of a short-term correction in the event of an escalation of geopolitical conflicts or an unexpected increase in US Federal Reserve interest rates this week, the inflow of funds into quality assets will ensure the stability of the indices.

Experts consider the level of 7,000 points on S&P 500 index as strong technical support. In addition, Morgan Stanley notes a shift in leadership in the AI segment: companies that are successfully integrating AI technologies into their operations (AI adopters) will overtake semiconductor manufacturers and cloud infrastructure providers in terms of profitability in the near future, driven by increased net margins.