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$Apple(AAPL)$ Morgan Stanley noted that two catalysts could turn the upcoming earnings into a “clearing event” and drive stronger performance for Apple. The first is Apple's June Worldwide Developers Conference, where expectations are currently low, but that could actually work in Apple's favor. The firm highlighted that “a meaningful Siri redesign could be a meaningful sentiment tailwind.” The second is the September iPhone launch. Morgan Stanley expects “a new iPhone launch this fall that brings genuine new product excitement,” which could help renew investor interest.

The bank also pointed to Apple's cash level as a supporting factor, mentioning its “robust FCF generation stands out positively,” while other mega-cap tech companies are increasing spending on AI infrastructure. Regarding Apple's CEO change, Morgan Stanley said it is “unlikely to alter Apple's core strategy/vision across hardware, services, software, capital returns, or vertical integration.”

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