Trends to Watch: Deflationary Companies Given the current inflationary pressures in the market, Morgan Stanley believes that investing in companies that will help create deflationary pressures could be beneficial. The company has made a list of categories and stocks within those categories that investors could consider: - Automation
- Teradyne (NASDAQ: TER), SmartRent (NYSE: SMRT), Salesforce (NYSE: CRM)
- Clean Energy
- AES (NYSE: AES), Plug Power (NASDAQ: PLUG), Sunrun (NASDAQ: RUN)
- Software
- Autodesk (NASDAQ: ADSK), Microsoft (NASDAQ: MSFT), SAP (NYSE: SAP)
- Supply Chain Efficiency
- C3 (NYSE: AI), Palantir (NYSE: PLTR), Snowflake (NYSE: SNOW)
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 Stock to Watch: Apple (NASDAQ: AAPL) Morgan Stanley believes that Apple could be worth $3T if the company continues its move toward a subscription model. - Apple did hit $3T in January before falling more than 16% in the last six months.
- Morgan Stanley is bullish on the subscription model as they believe it will provide "more stable and predictable, long-term cash flows."
- Morgan Stanley has given Apple a target price of $180, an implied upside of 17%, but believes if the company moves fully into the subscription model, its share price should hit $200, which would be a 31% implied upside.
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 Stock to Watch: DocuSign (NASDAQ: DOCU) Piper Sandler has downgraded DocuSign and believes it is time for investors to sell the stock. - The target price has been lowered from $65 to $54.
- DocuSign's CEO resigned in June, and its current interim CEO is focused on finding a permanent replacement instead of operating the business.
- Shares of DocuSign are down more than 55% so far this year.
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 Stock to Watch: Las Vegas Sands (NYSE: LVS) Wells Fargo believes that it is time to purchase Las Vegas Sands as visitors begin returning to Singapore and Macau, where the company owns several resorts. - The bank has raised its target price for Las Vegas Sands from $43 to $45, implying more than a 20% upside.
- Slot traffic in Singapore is currently at 90% of the pre-pandemic levels despite air travel being at only 50% of the pre-pandemic level.
- Wells Fargo believes that by the end of 2024, air travel will be fully recovered.
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 A message from GONG This #1 ranked revenue intelligence software transforms how sales teams do business. In the current economic climate, it’s more critical than ever for go-to-market teams to understand how headwinds are potentially impacting deals, renewals, and revenue goals. Understand your business with the Gong Reality Platform. Gong delivers personalized guidance on everything sales leaders need from what to coach on, to which deals need attention. - Deliver revenue predictability with Gong Forecast, the industry’s first reality-based forecast solution. Gong Forecast provides a complete picture of deal health and pipeline risk based on the actual customer interactions.
- Identify, track and alert sales and revenue leaders when economic triggers are mentioned in customer conversations with Gong’s Economic Pulse™. This functionality enables leaders to understand how trends impact deals over time, spot potential risk, and allow for quick action.
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Trends to Watch: Electric Vehicles JPMorgan believes that the best way to buy into the potential rise in the electric vehicle industry is to purchase derivative plays in the industry. Specifically, JPMorgan believes that charging companies are the best way to get exposure. The following are the two stocks JPMorgan picked: - Chargepoint (NYSE: CHPT) with a target price of $18
- EVGO (NASDAQ: EVGO) with a target price of $13
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 Stock to Watch: Alibaba (NYSE: BABA) Bernstein believes that now is the optimal time to purchase shares of Alibaba. - The stock has been very volatile this year and is down 52% from its 52-week high and 12% this year.
- The stock has been given a target price of $130, which is up from the previous target price of $115 and represents a 24% upside.
- Bernstein believes that the Ant IPO will add a considerable amount to the value of Alibaba.
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Trends to Watch: Buy-low Software Berstein believes that numerous potential software companies are underpriced and represent a good opportunity for investors to buy low. Specifically, they see the Cloud SaaS industry as one with a potential for significant growth. Bernstein has listed three stocks that investors should look at today, including: - Datadog (NASDAQ: DDOG)
- ServiceNow (NYSE: NOW)
- Atlassian (NASDA: TEAM)
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NOTE: Inside.com newsletter, event, and website content reflects the opinions of only the authors who are associated persons of Inside.com and do not reflect the views of Inside.com. This content is for informational purposes only, and is not a recommendation of an investment strategy or to buy or sell any security, digital asset (including cryptocurrency) in any account. The content is also not a research report and is not intended to serve as the basis for any investment decision. The content is not legal advice. Any third-party information provided therein does not reflect the views of Inside.com. All investments involve risk including the loss of principal, and past performance does not guarantee future results.
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 |  | Liam Gill is a founder, lawyer and investor.
He previously founded Fumarii Technologies, which became a top 20 ranked cloud computing service (Yahoo Finance! 2019) valued at over $30M. He holds an LLB Laws (UK), MSc Management and Master of Laws and currently practices law at Zargar Lawyers + Business Strategists in Vancouver, Canada.
|   | | Editor | Aaron Crutchfield is based in the high desert of California. Over the last two decades, he has spent time writing and editing at various local newspapers and defense contractors in California. When he's not working, he can often be found looking at the latest memes with his kids or working on his 1962 Ford. | |
Laika is a unified compliance platform that automates workflows for audits, infosec monitoring, and vendor due diligence in a single, collaborative space. | |
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