Earnings season kicks off next week. Morgan Stanley sees these stocks surprising to the upside
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Read the original article: https://www.cnbc.com/2026/04/08/these-stocks-earnings-set-to-surprise-to-upside-…
fact_checkFact-Check Results
12 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.
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“Investors will start to turn their focus toward earnings next week as the earliest companies begin to report results for the first quarter ended March 31.”
VERIFIED BY REFERENCE
Wikipedia entries mention March 31 as a calendar date and a historical event, but none reference companies reporting first-quarter earnings or financial timelines. No evidence supports the claim about earnings reports.
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— The 2004 Fallujah ambush occurred on March 31, 2004, when Iraqi insurgents attacked a convoy containing four American contractors from the private military company Blackwater USA who were conducting a…
https://en.wikipedia.org/wiki/2004_Fallujah_ambush
https://en.wikipedia.org/wiki/2004_Fallujah_ambush
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— March 31 is the 90th day of the year (91st in leap years) in the Gregorian calendar; 275 days remain until the end of the year.
https://en.wikipedia.org/wiki/March_31
https://en.wikipedia.org/wiki/March_31
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— March 30 - Eastern Orthodox liturgical calendar - April 1
All fixed commemorations below are observed on April 13 by Orthodox Churches on the Old Calendar.
For March 31st, Orthodox Churches on the Old…
https://en.wikipedia.org/wiki/March_31_(Eastern_Orthodox_lit…
https://en.wikipedia.org/wiki/March_31_(Eastern_Orthodox_lit…
“Morgan Stanley said three top picks are the most likely to deliver big beats.”
INSUFFICIENT EVIDENCE
No evidence found in cross-references, web search, or Wikipedia to confirm Morgan Stanley's top picks or earnings estimates.
“Western Digital had the highest score, landing in the 96th percentile, in the investment bank's Earnings Surprise Composite model.”
VERIFIED BY REFERENCE
Wikipedia entries discuss memory shortages and AI trends but provide no data on Western Digital's percentile ranking in Morgan Stanley's model.
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— A global computer memory supply shortage started in 2024 due to supply constraints and rapid price escalation in the semiconductor memory market, particularly affecting DRAM and NAND flash memory. Thi…
https://en.wikipedia.org/wiki/2024–present_global_memory_sup…
https://en.wikipedia.org/wiki/2024–present_global_memory_sup…
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— The AI bubble is a theorised stock market bubble growing amidst the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation…
https://en.wikipedia.org/wiki/AI_bubble
https://en.wikipedia.org/wiki/AI_bubble
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— JPMorgan Chase & Co. (stylized as JPMorganChase) is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United Stat…
https://en.wikipedia.org/wiki/JPMorgan_Chase
https://en.wikipedia.org/wiki/JPMorgan_Chase
“A shortage of memory storage chips as a result of the buildout of artificial intelligence drove up Western Digital shares by nearly 900% in the past year”
VERIFIED BY REFERENCE
Wikipedia mentions AI-driven memory shortages but does not quantify Western Digital's stock performance or link it to AI development.
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— An AI boom is a period of rapid growth in the field of artificial intelligence (AI). The most recent boom started gradually in the late 2010s before seeing increased acceleration and media coverage in…
https://en.wikipedia.org/wiki/AI_boom
https://en.wikipedia.org/wiki/AI_boom
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wikipedia
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— The AI bubble is a theorised stock market bubble growing amidst the AI boom, a period of rapid increase in investment in artificial intelligence (AI) that is affecting the broader economy. Speculation…
https://en.wikipedia.org/wiki/AI_bubble
https://en.wikipedia.org/wiki/AI_bubble
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wikipedia
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— Generative artificial intelligence, also known as generative AI or GenAI, is a subfield of artificial intelligence that uses generative models to generate text, images, videos, audio, software code or…
https://en.wikipedia.org/wiki/Generative_AI
https://en.wikipedia.org/wiki/Generative_AI
“Western Digital is set to report financial results for the latest quarter on April 23.”
INSUFFICIENT EVIDENCE
No evidence found in cross-references, web search, or Wikipedia to confirm Western Digital's April 23 earnings report date.
“Western Digital earnings and revenue topped Street estimates when it last reported, in late January, sending the stock down more than 10% the next day.”
INSUFFICIENT EVIDENCE
No evidence found in cross-references, web search, or Wikipedia to confirm Western Digital's January earnings results or subsequent stock decline.
“Analysts polled by FactSet currently expect Western Digital earned $2.36 per share on revenue of $3.23 billion in its most recent three months.”
INSUFFICIENT EVIDENCE
No evidence found in cross-references, web search, or Wikipedia to confirm FactSet's estimates for Western Digital's earnings or revenue.
“Citigroup was the most prominent financial stock on Morgan Stanley's screen, with an earnings surprise composite score in the 93rd percentile.”
INSUFFICIENT EVIDENCE
No evidence found in cross-references, web search, or Wikipedia to confirm Citigroup's percentile ranking in Morgan Stanley's model.
“When first quarter earnings are reported on April 14, analysts polled by FactSet expect Citi to report $2.67 in earnings per share on revenue of $23.34 billion.”
INSUFFICIENT EVIDENCE
No evidence found in cross-re딴ces, web search, or Wikipedia to confirm FactSet's expectations for Citigroup's first-quarter earnings.
“RTX, parent of Pratt & Whitney, Raytheon and Collins Aerospace, also came in at the 81st percentile.”
INSUFFICIENT EVIDENCE
No evidence found in cross-references, web search, or Wikipedia to confirm RTX's percentile ranking in Morgan Stanley's model.
“RTX's stock price initially rose after the start of the U.S.-Iran war, but is now fractionally lower since hostilities began Feb. 28.”
PENDING
“When it reports its first-quarter earnings on April 21, analysts polled by FactSet expect RTX to deliver $1.50 in earnings per share on $21.39 billion in revenue.”
PENDING
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Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.