Several stocks are poised to rally as companies continue reporting third-quarter earnings over the next few weeks, according to Morgan Stanley. Big banks and others that have so far reported results largely booked better-than-expected revenue and earnings-per-share for the three months ended September 30. Since the earnings season got underway, more than 80% of companies that have so far reported have beaten Wall Street's estimates, FactSet data shows. "The dearth of downward earnings revisions in the run-up into 3Q earnings suggests companies are already comfortable they can meet or beat expectations," Morgan Stanley analysts led by Michelle Weaver wrote Tuesday in a note to clients. "Interestingly, stock-specific risk has risen sharply and sits at its highest level since 2020, suggesting

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