Morgan Stanley reiterates Unity Software as overweight Morgan Stanley said it sees the video game software company's non-gaming business as a $25 billion dollar opportunity for Unity. "We See Non-Gaming Create Becoming Larger than Gaming By '27, As It Addresses a $25bn Opportunity." Goldman downgrades Bank of New York Mellon to neutral from buy, upgrades Northern Trust to buy from neutral Goldman said in its downgrade of Bank of New York Mellon that it sees less upside compared to Northern Trust. "We are downgrading BK to Neutral from Buy and upgrading NTRS to Buy from Neutral. We see both stocks offering EPS upside over the near-term from a rapid rise in short-term interest rates; however, we see NTRS's balance sheet position and its deposit mix offering a more sustained case for NII (net interest income) upside relative to BK beyond 2022 – a theme we expect to become a larger driver for the stocks."