Morning Brief Co-hosts Seana Smith and Brad Smith analyze recent stock calls from JPMorgan (JPM) and Morgan Stanley (MS) analysts.

JPMorgan delivered downgrades for Upstart Holdings (UPST) and LendingClub (LC). The firm cut Upstart's rating from Neutral to Underweight, primarily due to valuation concerns. Lending Club was downgraded from Neutral to Overweight, reflecting competitive challenges in its market segment.

Meanwhile, JPMorgan lifted Gap (GAP) stock to Overweight from Neutral following a meeting with the company's CEO. JPMorgan suggested Gap is at an inflection point and actively addressing fundamental business challenges.

Morgan Stanley also upgraded Cloudflare (NET) from Equal Weight to Overweight, citing the company's continued robust revenue growth driven by artificial intelligence.

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This post was written by Angel Smith