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Morgan Stanley's Top Picks: Nvidia, Grab, Citigroup Shine

3/1/2026

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Story summary
  • Morgan Stanley named Nvidia, Cummins, Grab Holdings, Nasdaq, and Citigroup as top picks amid uncertainty.
  • Divya Gangahar Kothiyal, Morgan Stanley analyst, highlights Grab Holdings as an artificial intelligence winner with growth potential despite a 15% decline this year.
  • Citigroup is favored, with expectations of robust revenue growth and an upcoming investor day.
  • Cummins received a price target increase to $675 per share.
  • Nasdaq's Investor Day lifted revenue projections.