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CNBC

Morgan Stanley flags GE Vernova, Lam Research and United Airlines ahead of July Q2 earnings

AI Market Summary
Morgan Stanley flags GE Vernova, Lam Research, and United Airlines as potential Q2 earnings upside candidates, citing AI-driven power infrastructure demand, improving semiconductor equipment orders, resilient travel demand, and lower oil prices supporting airline margins. With equities near recent highs, any beats or upward guidance could reinforce risk appetite and sector leadership in industrials and AI-linked cyclicals. GE Vernova appears most directly leveraged via gas turbine order momentum.
Impact level
● Medium
Affected assets
NCSKGEV2USD/USDT-0.75%
AI Insight · NCSKGEV2USD/USDTAI Insight
▲ Bullish
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Morgan Stanley has singled out GE Vernova, Lam Research and United Airlines as stocks it expects to beat second-quarter results and potentially lift full-year profit guidance. The bank said GE Vernova is benefiting from AI-driven demand for energy infrastructure and expects its gas-turbine order book to be sold out through 2030, while Lam Research is seeing improving AI chip-equipment orders. It also cited resilient travel demand and falling oil prices as supportive for United Airlines’ profit outlook, with earnings due July 22 for GE Vernova, July 29 for Lam Research and Wednesday for United Airlines.
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