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Morgan Stanley
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Morgan Stanley Investment Management's Kelley Gerrity expects market to be disappointed by Fed Chair Warsh's Jackson Hole speech
Morgan Stanley Investment Management's Kelley Gerrity expects market to be disappointed by Fed Chair Warsh's Jackson Hole speech
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Morgan Stanley's Khanduja Cuts Long-Bond Bets as Treasury Secretary Bessent Vows to Keep Yields From Rising
Morgan Stanley's Khanduja Cuts Long-Bond Bets as Treasury Secretary Bessent Vows to Keep Yields From Rising
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Morgan Stanley Initiates NVIDIA Credit Rating Coverage with "Neutral" Rating, Projects Full Credit Exposure to Reach $200 Billion by End of 2028
Morgan Stanley initiated credit rating coverage on NVIDIA on August 24, assigning a "Neutral" rating and advising investors to remain on the sidelines in both the cash bond and credit default swap (CD
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Morgan Stanley: Google's AI Chip Business is Booming, But Gemini 4 is More Crucial for Google's Stock Revaluation
Morgan Stanley: Google's AI Chip Business is Booming, But Gemini 4 is More Crucial for Google's Stock Revaluation
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Morgan Stanley says the post-World War II market shift has arrived, and bond yields could go even higher.
Morgan Stanley believes the current market is undergoing a major transformation not seen since World War II, and expects bond yields still have room to rise.
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Morgan Stanley: U.S. federal debt exceeding $40 trillion will "put the brakes" on the economy, but "won't collapse" because household and corporate balance sheets remain healthy.
Andrew Sheets, Head of Global Fixed Income Research at Morgan Stanley, stated in his latest report that despite the US federal debt increasing by $20 trillion over the past decade and surpassing $40 t
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Goldman Sachs: Hedge funds abruptly turned to net selling US stocks last week at the fastest pace since "Tariff Day," with net leverage falling to a one-year low of 48.3%
A new report from Goldman Sachs indicates that hedge funds reversed their continuous buying trend since late July last week, net selling US equities at the fastest pace since "Tariff Day," leading to
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Analysis indicates that SpaceX's stock price has fluctuated dramatically since its debut in June, currently standing at approximately $135, with a valuation as high as 40 times its sales. Morgan Stanley estimates that its free cash flow will not turn positive until 2035.
The analysis suggests that SpaceX's stock performance will be driven more by investor sentiment than fundamentals, and may continue to be volatile in the future. Although the company has tremendous op
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JPMorgan, Morgan Stanley, and HSBC among several institutions raised price targets for multiple U.S. stocks, including NVIDIA, Moderna, and Okta.
JPMorgan raised Moderna's (MRNA) price target to $77 from $40 and Okta's (OKTA) to $165 from $120. HSBC raised NVIDIA's (NVDA) price target to $360 from $325. Morgan Stanley raised Ferguson's (FERG) p
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Morgan Stanley, JPMorgan and other institutions adjusted ratings and price targets for multiple US stocks, with upgrades for TX, EFX, TIC and downgrades for LMB, TER.
Morgan Stanley upgraded TX from Equalweight to Overweight, raising its price target to $65 from $55. JPMorgan upgraded TIC from Underweight to Neutral, with a price target increase to $11 from $9, but
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Morgan Stanley: US AI Data Centers to Face 38 GW Power Shortfall by 2028, Industrial Stocks GE Vernova, Eaton, and Vertiv Expected to Benefit
Morgan Stanley estimates that US data centers will require approximately 68 gigawatts (GW) of power between 2026 and 2028, of which about 15 GW is already under construction and another 15 GW can be s
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Josh Gottheimer, a senior member of the House Intelligence Committee's cyber subcommittee, disclosed the purchase of three cybersecurity stocks.
A periodic transaction report filed by Representative Josh Gottheimer (D-NJ) on August 10 shows that he purchased shares of CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL), with ea
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Bank of America and Morgan Stanley both expect Apple to launch a foldable iPhone in September 2026, with prediction markets showing an 81% probability.
Both Bank of America (BofA) and Morgan Stanley have set September 2026 as the target release date for Apple's foldable iPhone, with prediction markets assigning an 81% probability of launch. BofA warn
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Morgan Stanley's Wilson: Gold is in a 25-year bull market and is a defensive asset; the bank maintains its H2 2026 gold price target of $5,200/ounce, but whether it can be achieved depends on ETF flows.
Mike Wilson, Chief U.S. Equity Strategist and Chief Investment Officer at Morgan Stanley, recently stated that gold is in a long-term bull market that has lasted approximately 25 years, making it an i
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Morgan Stanley report points out that the U.S. housing market is undergoing a structural reset, and affordability is unlikely to return to pre-2022 levels.
Sarah Wolfe, a senior economist and strategist at Morgan Stanley Wealth Management, noted in a June 16 report that even if mortgage rates eventually fall to 5% (their baseline scenario), the proportio
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Morgan Stanley: Amazon AWS is expected to achieve trillion-dollar revenue between 2034-2035, maintaining an "Overweight" rating on Amazon with a price target of $335
Morgan Stanley: Amazon AWS is expected to achieve trillion-dollar revenue between 2034-2035, maintaining an "Overweight" rating on Amazon with a price target of $335
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Analysts expect SpaceX stock to reach $220 by June 2027, based on its strong Q2 performance and future revenue projections.
Analysts expect SpaceX's stock price to reach $220 by June 2027, based on its strong Q2 performance and future revenue projections. SpaceX's Q2 revenue grew 92% year-over-year to $7.8 billion, with ad
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Morgan Stanley: NVIDIA is transforming into an AI infrastructure "financial partner," new revenue-sharing model could bring $500 billion annual revenue pool, FY28 EBIT expected to increase by 60%
Morgan Stanley analyst Joseph Moore likened NVIDIA's model of providing credit endorsements to emerging AI cloud service providers (neoclouds) in exchange for a share of cloud revenue to "financial in
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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
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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
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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.
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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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CNBC reports: Nearly half of U.S. investors are concerned about the midterm elections' impact on the stock market; historical data shows increased market volatility after elections, but typically followed by a rebound.
CNBC reported that as the U.S. midterm elections approach, investors are concerned about the potential impact of the election results on the stock market. A survey by Morgan Stanley Wealth Management
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Brazil's market plummeted after President Lula's re-election, with investors reluctant to buy and major banks like Citi and Morgan Stanley recommending reducing positions due to concerns over his fiscal policies.
Brazil's market plummeted after President Lula's re-election, with investors reluctant to buy and major banks like Citi and Morgan Stanley recommending reducing positions due to concerns over his fisc
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Morgan Stanley strategists say the Bitcoin correction is mostly over, with a price target of $82,000.
Morgan Stanley strategists say the Bitcoin correction is mostly over, with a price target of $82,000.
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Morgan Stanley stated that the weakness in Chinese equities may persist, with a rapid rebound unlikely after key benchmarks entered bear market territory last week, and anticipates a further 10% to 15% decline for onshore and offshore Chinese stocks before they bottom out.
Morgan Stanley stated that the weakness in Chinese equities may persist, with a rapid rebound unlikely after key benchmarks entered bear market territory last week, and anticipates a further 10% to 15
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Bank of America, Blackstone, Citi, Morgan Stanley, and Broadcom announced a landmark financing agreement valued at $63 billion.
Bank of America, Blackstone, Citi, Morgan Stanley, and Broadcom announced a landmark financing agreement valued at $63 billion.
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Morgan Stanley strategists expect spreads on data center asset-backed securities (ABS) that finance artificial intelligence projects to widen further, as companies race to tap different debt markets to meet their funding needs.
Morgan Stanley strategists expect spreads on data center asset-backed securities (ABS) that finance artificial intelligence projects to widen further, as companies race to tap different debt markets t
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Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots
Morgan Stanley's latest survey indicates that while Chinese enterprises show high willingness to procure humanoid robots, stricter demands on cost and return on investment (ROI) are slowing down comme
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Morgan Stanley warned that Brazil's stock market is expected to fall by 20% to 30% after Lula won the presidential election
Morgan Stanley warned that Brazil's stock market is expected to fall by 20% to 30% after Lula won the presidential election. The bank predicted that the USD/BRL exchange rate would rise to 5.60, poten
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Hong Kong to host Global Financial Leaders’ Investment Summit next week, drawing 280 top bankers including executives from Morgan Stanley, Goldman Sachs, and Blackstone
Hong Kong to host Global Financial Leaders’ Investment Summit next week, drawing 280 top bankers including executives from Morgan Stanley, Goldman Sachs, and Blackstone
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Morgan Stanley sees further China stock downside before bottom, citing weak macroeconomic and consumption momentum.
Morgan Stanley sees further China stock downside before bottom, citing weak macroeconomic and consumption momentum.
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Morgan Stanley: Chinese Battery Giant CATL's Q3 Profit Margin Plunge Is the New Normal, Market Earnings Expectations to Be Significantly Revised Downward
Morgan Stanley's latest report indicates that Chinese battery giant CATL's Q3 net profit was RMB 21.2 billion, a 15% year-on-year increase, but 12% below the firm's forecast. The core pressure stemmed
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Several Wall Street banks have raised their price targets for SpaceX, with Morgan Stanley increasing its target to $300.
Several Wall Street banks raised their price targets for SpaceX after the release of its earnings report, with Morgan Stanley increasing its target to $300, Wells Fargo to $274 (previously $214), Citi
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Morgan Stanley Warns: $1.6 Trillion AI Infrastructure Investment Faces Three Major Risks — "People, Power, and Politics" — Potentially Leading to a "Catastrophic" Reversal
Morgan Stanley public policy strategist Ariana Salvatore has released an in-depth report warning that up to $1.6 trillion in AI infrastructure capital expenditure plans face three core constraints—"pe
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Morgan Stanley's Michael Wilson Says Investors Should Prepare to Add Risk as Stock Pullback Nears End
Morgan Stanley's Michael Wilson Says Investors Should Prepare to Add Risk as Stock Pullback Nears End
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Morgan Stanley reiterates its "Overweight" rating and $300 price target for SpaceX, stating that its technology integration and AI business have far exceeded expectations.
Morgan Stanley, in its latest report, stated that the Tesla Roadster launch revealed SpaceX's technological prowess, with most of the vehicle's Bill of Materials (BOM) value originating from SpaceX, i
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Morgan Stanley Report: NVIDIA to Capture Nearly $700 Billion in AI Capital Expenditure by 2027, Remaining 499 Companies to Share $340 Billion
Morgan Stanley's first-ever chart of 2027 AI capital expenditure flows shows that NVIDIA alone is projected to capture approximately $690 billion out of the $1.58 trillion spent by hyperscale cloud se
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Morgan Stanley and JLL Analysis: Global Office Market Deeply Divided, Premium Properties Sought After While Others Face Pressure
Analysts point out that the global office market, from Hong Kong to New York, is experiencing a polarization, with tenants vying for prime property spaces leading to rising rents, while other properti
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Goldman, Wells Fargo, Morgan Stanley See Tokenization as Growth Opportunity
Goldman Sachs, Wells Fargo, and Morgan Stanley view tokenization as a growth opportunity rather than a threat, as revealed during their third-quarter earnings calls this week. Goldman Sachs CEO David
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Morgan Stanley Strategists Warn: US Stocks Experiencing Worst Divergence Since Dot-Com Bubble, Ordinary Stocks "Crushed," AI Giants May Struggle to Carry the Load Alone
Morgan Stanley Chief Equity Strategist Mike Wilson noted in his latest report that the US stock market is experiencing a rare internal divergence, with indices appearing calm while ordinary stocks are
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Morgan Stanley turns more positive on Tesla, maintains Equal Weight rating and $400 price target
Morgan Stanley analyst Andrew Percoco is becoming more constructive on Tesla ahead of its Q3 earnings, citing improving execution in Robotaxi and the core automotive business. Percoco described Tesla'
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Morgan Stanley's Amy Oldenburg believes the "digital gold" investment case for Bitcoin is strong, but requires reduced association with technology risks.
Amy Oldenburg, Global Head of Fixed Income at Morgan Stanley Investment Management, stated that the investment case for Bitcoin as "digital gold" is "quite strong," but she wants to see Bitcoin's trad
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Morgan Stanley has raised its total AI computing investment forecast for 2027 to $1.58 trillion, incorporating leased capital expenditures.
Morgan Stanley has raised its total AI computing investment forecast for 2027 to $1.58 trillion, incorporating leased capital expenditures.
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Morgan Stanley is leading the fundraising for a $4 billion refinery project in Texas, the first major refinery built in the U.S. in half a century.
Morgan Stanley is leading the fundraising for a $4 billion refinery project in Texas, the first major refinery built in the U.S. in half a century.
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Jim Cramer: Strong bank earnings couldn't save stocks due to future economic concerns
CNBC's Jim Cramer stated on Wednesday that despite some banks delivering strong third-quarter results, all six major bank stocks fell, reflecting investors' concerns about persistent inflation, rising
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Morgan Stanley
24H Trending
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The 10-year U.S. Treasury yield is down approximately 8 basis points from its previous close, currently at 4.96%.
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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Israel continues its attacks on Gaza, with the Gaza Ministry of Health stating that dozens have died while awaiting permission to leave, renewing calls to open the Rafah crossing.
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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