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Morgan Stanley
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Morgan Stanley analyst Adam Jonas: Distributed hashrate from robot clusters could help SpaceX reach its 1 terawatt hashrate target faster than data centers by 2040.
Morgan Stanley analyst Adam Jonas noted in his latest research report that by 2040, an estimated 2.2 billion robots will exist. If each robot is equipped with 500 watts of hashrate, they will collecti
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HPE stock hits 52-week high, Morgan Stanley upgrades to "Overweight" with a $69 price target
Hewlett Packard Enterprise (HPE) stock closed at a 52-week high of $58.79 on Wednesday (August 12), and further rose by 4.38% to $61.37 after opening on Thursday (August 13). Morgan Stanley upgraded H
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Tencent Holdings fell over 2% intraday to a more than two-week low, after Q2 AI spending led to negative free cash flow, and Morgan Stanley cut its target price by over 15% to HK$550.
Tencent Holdings once fell over 2% during intraday trading today, touching its lowest intraday level in over two weeks. This followed the company's second-quarter earnings report, which showed that it
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Morgan Stanley Turns Bullish on China AI Stocks, Raises Price Target for One Company to HK$1,700 From HK$990
Morgan Stanley has turned bullish on China's AI stocks, anticipating a shift in the country's large language model (LLM) market from price wars towards smarter models and stronger monetization. The ba
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Morgan Stanley says Tesla needs clear evidence of Robotaxi scaling to strengthen investor confidence
Morgan Stanley states that while investors remain positive on Tesla's Physical AI strategy, supported by stronger Full Self-Driving adoption, the company faces increasing pressure for measurable resul
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Morgan Stanley: Market Severely Underestimating Value of SpaceX AI Business, Stock Could Reach $600 in Bull Case Scenario
Morgan Stanley, in its research report on August 10, pointed out that the market's implied valuation of SpaceX's AI business is extremely conservative, treating it as a common emerging cloud service p
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Morgan Stanley to Facilitate $1.5 Trillion in U.S. Innovation Infrastructure Initiative
Morgan Stanley announced it will facilitate $1.5 trillion in capital raising, financing, and related investment activity over the next decade. This initiative aims to support clients in building and s
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Morgan Stanley: The Federal Reserve's $1.5 Trillion Balance Sheet Reduction Does Not Equal Monetary Tightening; Market Has Misinterpreted for Too Long
Morgan Stanley Chief Economist Seth Carpenter points out that the the Federal Reserve's balance sheet reduction has long been equated with monetary policy tightening by the market. However, the bank's
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Morgan Stanley Direct Lending Fund Q2 net investment income falls to $0.45 per share, NAV drops to $19.50 per share.
Morgan Stanley Direct Lending Fund (MSDL) announced its second-quarter earnings, with net investment income decreasing to $0.45 per share from $0.47 per share in the previous quarter, primarily due to
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Morgan Stanley analyst Shawn Kim upgraded the storage industry rating from "bearish to bullish," stating that the market correction is nearing its end, and raised SK Hynix's 2026 EPS estimate by 13%.
Shawn Kim, a Morgan Stanley analyst once dubbed the "bearish spokesperson" in the Korean market, has released his latest report, indicating that the most severe market correction in the current storag
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Morgan Stanley raised its Hang Seng Index base case target to 28,400 points and recommended increasing allocation to Hong Kong stocks in Q3.
Morgan Stanley pointed out in its latest China equity strategy report that the rebound logic for Hong Kong stocks in the third quarter is further strengthening, driven by improving corporate earnings
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Morgan Stanley-Led Consortium Plans to Resell $15 Billion Debt Related to Google/Anthropic Data Centers to Bond Market to Ease Banks' AI Infrastructure Exposure
This move reflects Wall Street banks offloading massive AI infrastructure debt from their balance sheets, instead using the bond market to digest risk and reshape the financing landscape for AI data c
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Sources say Chinese robotics startup X Square Robot has confidentially filed for a Hong Kong IPO.
Chinese robotics startup X Square Robot has confidentially filed an application for an initial public offering (IPO) in Hong Kong, according to two sources familiar with the matter. The Shenzhen-based
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Morgan Stanley projects US AI data centers to face 38 GW electricity gap through 2028, identifying GE Vernova as a key beneficiary
Morgan Stanley estimates that US data centers will need an additional 68 gigawatts (GW) of electricity between 2026 and 2028. After accounting for projects under construction and available grid capaci
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DeItaone forwarded Morgan Stanley's view that open-weight AI models will accelerate AI adoption and expand the market by lowering costs, rather than harming industry leaders; it is expected that open and closed models will coexist, and NVIDIA will remain the biggest winner.
Morgan Stanley believes that the rise of open-weight AI models such as Kimi K3, Qwen, and Llama will accelerate AI adoption by lowering costs, thereby expanding the market rather than harming industry
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Morgan Stanley: AI Displacement Adds 15 Basis Points to Unemployment Rate, Up From 10 Bps Last December, Affecting Young People Most
A report by Morgan Stanley economists, led by Diego Anzoategui, highlighted that the displacement effect of AI in the labor market is most pronounced among young people. The firm noted that since 2023
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Morgan Stanley Downgrades Circle Internet (CRCL) to Underweight, Slashes Price Target to $38 from $106
Morgan Stanley Downgrades Circle Internet (CRCL) to Underweight, Slashes Price Target to $38 from $106
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DeItaone reports: Morgan Stanley expects global cloud capital spending to surge to $1.2 trillion in 2027, up 30% YoY and $170 billion above pre-Q2 estimates.
The firm believes consensus forecasts are still too conservative, projecting cloud capex could reach $1.4 trillion, driven by strong AI adoption, rising cloud demand, multi-year customer commitments,
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Morgan Stanley maintained an "Underweight" rating on Bristol Myers Squibb (BMY) with a price target of $40, significantly below the current share price, due to patent expiration risks and delays in new drug development.
Despite Bristol Myers Squibb's strong second-quarter results and an upward revision to its full-year 2026 revenue forecast, Morgan Stanley reiterated its "Underweight" rating and a price target of $40
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DeItaone reports: U.S. FCC to restrict imports of foreign-made advanced robots; Morgan Stanley sees limited near-term impact on Chinese humanoid robot makers
The U.S. Federal Communications Commission (FCC) will restrict imports of certain foreign-made advanced robots, including humanoids, quadrupeds, and some autonomous devices. Morgan Stanley expects a l
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Morgan Stanley's Wilson Tips Earnings to Revive Momentum Trade
Morgan Stanley strategist Michael Wilson said momentum-style equity investing is poised to rebound from a sharp retreat, with sectors showing strong earnings set to replace chip stocks in leading the
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Morgan Stanley Raises South Korean Stock Market Rating to “Overweight,” Forecasting 36% Upside Potential
Morgan Stanley raised its rating on the South Korean stock market to “Overweight,” noting that the recent market “washout” has provided investors with a better entry point to capitalize on opportuniti
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Morgan Stanley Raises Rivian (RIVN) Price Target to $14 from $13, Maintains "Underweight" Rating
Morgan Stanley has increased its price target for electric vehicle maker Rivian (RIVN) to $14 from $13, citing stronger-than-expected demand for the R2 model. However, the firm maintained its "underwe
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Morgan Stanley Launches the "Ethereum" and "Solana" ETFs with a Management Fee of 0.14% and Integrated Staking Rewards
On July 28, investment bank Morgan Stanley announced the launch of two new cryptocurrency ETFs, tracking Ethereum (Ethereum) and Solana (Solana), respectively.Both ETFs have an expense ratio of 0.14%,
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Morgan Stanley's Hornbach Expects Fed to Hike 25 Basis Points on Wednesday
Matt Hornbach, global head of macro strategy at Morgan Stanley, says that while a "one and done" hike is certainly a possibility, markets are not currently pricing that in.
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Adobe's user base tops 1 billion for the first time, but Morgan Stanley reiterates Underweight rating and $240 price target
Adobe Inc. (ADBE) announced on September 10 that its fiscal third-quarter results showed its total user base exceeding one billion people for the first time in company history. Despite record revenue
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OpenAI and Morgan Stanley Launch AI Tool to Automate Junior Analyst Work
OpenAI, in collaboration with Morgan Stanley (MS) and Evercore (EVR), has rolled out a version of ChatGPT designed for financial services. The tool aims to automate research and pitch book tasks typic
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Morgan Stanley reiterates "Equal-weight" rating for Oracle, with a price target of $210.
Morgan Stanley maintained its "Equal-weight" rating and $210 price target on Oracle after the company reported strong Q1 FY2027 earnings. The report showed Oracle Cloud Infrastructure (OCI) revenue gr
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Morgan Stanley Cuts Chewy (CHWY) Price Target to $36, Calls 11% Post-Earnings Sell-off 'Overdone'
Morgan Stanley lowered its price target for pet e-commerce retailer Chewy (CHWY) to $36 from $37, while maintaining an "Overweight" rating. The firm stated that the 11% sell-off in Chewy's stock on Se
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Supertanker Rates on Middle East-to-China Route Hit $800,000 a Day Amid Escalating Gulf Tensions
Supertanker rates on the Baltic Exchange's benchmark Middle East-to-China shipping route have surged to a staggering $800,000 a day. This comes as US forces recently destroyed five Iranian-linked tank
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OpenAI launches ChatGPT for Financial Services, targeting junior bankers' research and modeling tasks
OpenAI has unveiled ChatGPT for Financial Services, a tailored version of its enterprise product, ChatGPT Work, designed to automate labor-intensive tasks like company research, financial data analysi
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Morgan Stanley Sees 25% Meta Gain on AI Upside, Analyst Brian Nowak Targets $815 by 2026
Morgan Stanley analyst Brian Nowak projects Meta Platforms (NASDAQ:META) shares to reach $815 by year-end 2026, implying a 25% gain from current levels and comfortably above Street consensus. Nowak at
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Morgan Stanley Analyst Erik Woodring Maintains Overweight Rating and $360 Price Target for Apple, Citing Strengthening "Apple AI" Bull Case
Morgan Stanley analyst Erik Woodring maintains an Overweight rating and a $360 price target for Apple, stating that the company's latest launches, including the iPhone Duo and stronger iPhone 18 Pro u
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Apple is revamping Siri AI, connecting its intelligence to third-party content and services.
Apple extended Apple Intelligence from its first-party application ecosystem to third-party workflow scenarios in this conference. The new Siri AI possesses personal context awareness across messages,
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Morgan Stanley's Mike Wilson: Oil Price Risk to Equities Not Insurmountable, Firms Rotating Rather Than Reducing Equity Exposure
Mike Wilson, CIO and Chief US Equity Strategist at Morgan Stanley, stated that the market has already priced in multiple risks for the year, and the risk from oil prices to equities is not insurmounta
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Morgan Stanley Says War-Weary Oil Traders Shun Long-Term Bets
Morgan Stanley says oil traders are growing increasingly cautious about longer-term positions as the wars in Iran and Ukraine cloud the outlook beyond the next few months.
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Morgan Stanley: AI Entering "Reasoning Era" to Reshape $60 Trillion Market, Driving Sector Rotation in Capital Markets
Morgan Stanley's report indicates that the AI industry is transitioning from infrastructure build-out to the "inference era," projected to digitize and reshape the global knowledge work market, valued
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Morgan Stanley's report indicates that GPT-6 Astra has shifted the AI narrative from "demand debate" back to "physical bottlenecks," with ABF substrates, HBM4E, and power becoming the main constraints.
Morgan Stanley's September 7 report suggests that OpenAI's GPT-6 Astra model represents a substantial leap in AI capability breadth and interoperability, shifting market focus from "how much infrastru
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Hedge fund manager Brian Kelly launches Bracket22, a new firm powered entirely by AI agents, cutting annual labor costs from $5 million to $30,000-$40,000
Brian Kelly, a former cryptocurrency hedge fund manager, has established Bracket22, a trading firm that operates solely on agentic artificial intelligence. This shift has drastically reduced his annua
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Morgan Stanley Strategists Say Yen's Recent Surge Is Unlikely to Derail Popular Carry Trades Across Emerging Markets
Morgan Stanley Strategists Say Yen's Recent Surge Is Unlikely to Derail Popular Carry Trades Across Emerging Markets
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Copper prices hit a new high of $14,694/ton, as Morgan Stanley lowers its global copper mine supply forecast, potentially marking the first annual decline since 2017.
Copper prices on Tuesday (September 8) hit a new record of $14,694 per ton during trading on the London Metal Exchange (LME), closing at $14,673, up 1.5% for the day. Morgan Stanley has lowered its fo
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Perplexity CEO Aravind Srinivas Says Banks Seek On-Prem AI to Prevent IP Leaks; Nvidia CFO Reports $15B in Trailing 12-Month On-Prem Revenue from On-Premises Solutions
Perplexity CEO Aravind Srinivas stated on September 4 that major banks like Morgan Stanley and JPMorgan are requesting air-gapped, on-premises AI solutions, specifically on Nvidia's DGX Spark, to prev
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Oracle (ORCL) rose 5% to $167.15 today after Morgan Stanley raised its price target, while CoreWeave (CRWV) gained 3% to $92.20.
Morgan Stanley raised its price target for Oracle, reigniting market enthusiasm for GPU cloud peers and validating expectations for AI infrastructure spending, boosting confidence in Oracle's cloud bu
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Morgan Stanley: Tech Giants' AI ROI Up to 46%, Capex Growth Expected to Peak in 2027
Morgan Stanley analysis indicates that tech giants are seeing substantial returns on investment in AI, with model companies leveraging their own computing power to provide API services achieving the h
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Morgan Stanley strategists led by Mike Wilson say current stock market performance coincides with a new economic cycle that began in April 2025, with sales growth reacceleration leading to a V-shaped rebound in EPS growth for the median company.
Morgan Stanley strategists led by Mike Wilson say current stock market performance coincides with a new economic cycle that began in April 2025, with sales growth reacceleration leading to a V-shaped
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Morgan Stanley reiterates Buy on Nvidia, raises price target to $300
Morgan Stanley analyst Joseph Moore reiterated a "Buy" rating on Nvidia (NVDA) and raised his price target to $300 from $288, citing the semiconductor giant's strong AI-driven demand and a 70% revenue
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Morgan Stanley: Expects Eurozone Bond Yield Curve to Resteen in 2027
Morgan Stanley strategists stated in a report that they expect the Eurozone bond yield curve to steepen again by 2027, which will prompt debt management offices to continue gradually shortening the we
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Morgan Stanley: Improvement in the "Korea Discount" Phenomenon in the Korean Market Will Depend on Companies Themselves
Joon Seok, chief strategist at Morgan Stanley Korea, stated that the next phase of improvement in the "Korea discount" phenomenon in the South Korean market will depend on enhancements in corporate go
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