Stocks to watch over the next 24 hours start with a warning from Morgan Stanley. Strategist Mike Wilson argues the S&P 500's calm surface is masking a hidden pullback in the average stock, and that an index retreat would signal a buying opportunity rather than the start of a deeper slide. His high-quality, improving-revisions screen names Alphabet, Micron, Broadcom and Apple among the mega-caps, with Visa, Mastercard and Wells Fargo leading the sub-$1 trillion list.
Wilson points to the tightest financial conditions since 2022 — a stronger dollar, higher energy prices and higher yields — as doing much of the Federal Reserve's heavy lifting, with September core inflation running at 2.57 per cent year over year in the figures cited by MarketWatch. That backdrop frames a busy Monday earnings slate: Cleveland-Cliffs, Fifth Third and SmartFinancial reported before the open, with Steel Dynamics, AGNC, Crown and BOK Financial due after the close.
On the insider tape, disclosures at International Seaways (NYSE: INSW) stand out. Major shareholder Famatown Finance Ltd sold 100,000 shares on October 5 at an average of $114.97 — about $11.5 million — cutting its holding by 1.44 per cent to 6,832,458 shares, according to its SEC filing. Further disclosed sales followed on October 6 (66,738 shares at $117.03), October 7 (61,216 shares at $117.08) and October 8 (200 shares at $118.50).
These are disclosed market facts reported from filings and analyst research, not recommendations. Insider sales can reflect portfolio management rather than a view on a company, and analyst screens are one input among many that investors weigh alongside earnings and guidance.
