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Morgan Stanley's Wilson: Chasing the rally is as destructive as selling at the bottom

Morgan Stanley's Wilson: Chasing the rally is as destructive as selling at the bottom

14/08/2026 15:41 #Stocks #Morgan Stanley #Macro #U.S. stocks
Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, stated that gold has been in a 25-year bull market and can serve as a defensive asset to protect investment portfolios.

Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, stated that gold has been in a 25-year bull market and can serve as a defensive asset to protect investment po

14/08/2026 13:29 #Morgan Stanley #Gold #Macro #U.S. stocks
Morgan Stanley's BlackRock Bitcoin ETF (IBIT) holdings increased by 23% in Q2

Morgan Stanley also increased its Ether ETF positions and several crypto-linked stock holdings during the second quarter.

14/08/2026 10:37 #IBIT #Ethereum ETF #Morgan Stanley #BlackRock #digital currency #U.S. stocks
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

14/08/2026 04:24 #Tesla #Morgan Stanley #SpaceX #AI #Macro #U.S. stocks
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

13/08/2026 11:44 #HPE #Rating #Morgan Stanley #Artificial Intelligence #U.S. stocks
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

12/08/2026 22:04 #Tencent Holdings #Morgan Stanley #AI #Macro #Hong Kong stocks
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

11/08/2026 12:18 #Large Language Models #Stocks #MiniMax #Morgan Stanley #Artificial Intelligence #Macro
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

11/08/2026 08:16 #Autonomous Driving #Tesla #Morgan Stanley #AI #U.S. stocks
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

11/08/2026 04:17 #Morgan Stanley #SpaceX #AI #Macro #Ratings/Major Brokerage Ratings #U.S. stocks
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

10/08/2026 18:03 #Morgan Stanley #Infrastructure #Macro #U.S. stocks
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

10/08/2026 02:26 #MBS #Balance Sheet Contraction #Morgan Stanley #Macro #U.S. stocks #Federal Reserve
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

08/08/2026 15:26 #MSDL #Financial Report #Morgan Stanley #U.S. stocks
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

07/08/2026 02:42 #Samsung Electronics #SK Hynix #Stocks #Morgan Stanley #Macro #Ratings/Major Brokerage Ratings
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

05/08/2026 07:10 #Hang Seng Index #Morgan Stanley #Macro #Hong Kong stocks #U.S. dollar
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

05/08/2026 05:05 #AI Infrastructure #Google #Anthropic #Morgan Stanley #Macro #U.S. stocks
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

05/08/2026 03:23 #Huatai Securities #Hong Kong IPO #X Square #Stocks #Morgan Stanley #Hong Kong stocks
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

04/08/2026 11:46 #GE Vernova #Morgan Stanley #Artificial Intelligence #Macro #Bitcoin #U.S. stocks
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

04/08/2026 10:30 #NVIDIA #Morgan Stanley #AI #Macro #U.S. stocks
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

04/08/2026 05:43 #Unemployment rate #Labor Market #Morgan Stanley #Artificial Intelligence #Macro #U.S. stocks
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

03/08/2026 08:11 #Circle Internet #Rating #Morgan Stanley #digital currency #U.S. stocks
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,

03/08/2026 08:09 #Google #Cloud Computing #Morgan Stanley #Artificial Intelligence #Macro #U.S. stocks
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

03/08/2026 07:12 #Bristol-Myers Squibb #Morgan Stanley #Macro #Ratings/Major Brokerage Ratings #U.S. stocks
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

03/08/2026 07:05 #FCC #Stocks #Robot #Morgan Stanley #Geopolitics #U.S. stocks
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

03/08/2026 06:02 #Momentum Trading #Corporate Profits #Morgan Stanley #Semiconductor stocks #Macro #U.S. stocks
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Morgan Stanley's Dan Simkowitz Says We Are in Relatively Early to Middle Innings of AI Financing

Morgan Stanley's Dan Simkowitz Says We Are in Relatively Early to Middle Innings of AI Financing

15/09/2026 11:26 #Morgan Stanley #Artificial Intelligence #Macro #U.S. stocks
Morgan Stanley Portfolio Managers: Distressed Debt and Frontier Local-Market Investing Drive Bond Fund Returns

A fixed-income team at Morgan Stanley states that investing in distressed debt and frontier local-market bonds has helped their fund achieve solid returns. They note that with 10-year U.S. Treasury yi

15/09/2026 06:43 #Frontier market bonds #Bad debt #Bonds #Morgan Stanley #Macro
Morgan Stanley Direct Lending (MSDL) maintains $0.45/share dividend despite Q2 net investment income slipping to $0.45 from $0.47

Morgan Stanley Direct Lending Fund (MSDL) reported Q2 financial results on August 6, with its board keeping the regular dividend at $0.45 per share. This payout matched the net investment income of $0

15/09/2026 06:29 #MSDL #Morgan Stanley #Macro #U.S. stocks
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.

14/09/2026 08:37 #Bonds #Morgan Stanley #Interest rate hike #Macro #Federal Reserve
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

13/09/2026 18:15 #Adobe #Rating #Morgan Stanley #U.S. stocks
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

13/09/2026 14:05 #Evercore #ChatGPT #Morgan Stanley #OpenAI #Macro #U.S. stocks
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

12/09/2026 17:29 #AI Cloud #Rating #Oracle Bones #Morgan Stanley #U.S. stocks
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

12/09/2026 10:54 #Chewy #Morgan Stanley #U.S. stocks
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

11/09/2026 13:00 #Morgan Stanley #Commodities #Geopolitics #Inflation #Macro #Iran
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

10/09/2026 13:17 #Evercore #ChatGPT #Morgan Stanley #OpenAI #Macro #U.S. stocks
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

10/09/2026 12:01 #Morgan Stanley #Meta #AI #Macro #U.S. stocks
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

10/09/2026 08:09 #Apple #Rating #Morgan Stanley #AI #U.S. stocks
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,

10/09/2026 05:24 #Siri AI #Apple #Morgan Stanley #Macro #U.S. stocks
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

09/09/2026 09:16 #Morgan Stanley #Stock Market #Oil prices #Commodities #U.S. stocks
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.

09/09/2026 02:15 #Morgan Stanley #Ukraine #Commodities #Crude oil #Macro #Iran
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

09/09/2026 00:10 #Capital Markets #Morgan Stanley #AI #Macro #U.S. stocks
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

08/09/2026 22:50 #Electricity #Stocks #Morgan Stanley #OpenAI #AI #Macro
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

08/09/2026 18:21 #Bracket22 #Morgan Stanley #JPMorgan Chase #Artificial Intelligence #Macro #U.S. stocks
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

08/09/2026 12:25 #Arbitrage Trading #Emerging markets #Morgan Stanley #Japanese yen #Macro #Foreign Exchange
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

08/09/2026 12:23 #Copper #Morgan Stanley #Commodities #Macro
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

08/09/2026 11:56 #NVIDIA #Morgan Stanley #JPMorgan Chase #AI #Macro #U.S. stocks
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

08/09/2026 09:35 #CoreWeave #Oracle Bones #Morgan Stanley #Macro #U.S. stocks
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

08/09/2026 08:21 #Tech Giants #Morgan Stanley #AI #Macro #U.S. stocks
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

08/09/2026 07:00 #Economic Cycle #Morgan Stanley #Macro #U.S. stocks
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