# Wall Street brokerages J.P. Morgan and Morgan Stanley see recent market weakness as a buying opportunity.

*business · news · 2026-04-13 · The Economic Times*

## Key points

- J.P. Morgan and Morgan Stanley view recent S&P 500 weakness as a buying opportunity.
- S&P 500 earnings growth estimates for Q1 2026 rose to 13.9% despite Middle East conflict.
- The valuation premium for the 'Magnificent Seven' stocks has narrowed sharply since the conflict.
- Morgan Stanley favors cyclical sectors and AI hyperscalers amid current market conditions.
- J.P. Morgan now prefers international equities over U.S. equities in its latest outlook.

**Companies:** J.P. Morgan, Morgan Stanley, Goldman Sachs, Oracle, Albemarle, AppLovin, Fair Isaac
**Countries:** United States, Iran

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/markets/us-stocks/news/j-p-morgan-morgan-stanley-urge-buying-the-dip-as-us-earnings-stay-resilient/articleshow/130241179.cms)

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