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Morgan Stanley
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Morgan Stanley predicts the Federal Reserve's balance sheet reduction could exceed $1.5 trillion next year, suggesting that market pricing for rate hikes following Kevin Warsh's speech might be overlooking the impact of quantitative tightening.
Seth Carpenter, Morgan Stanley's Chief Global Economist, noted in his latest report that after Federal Reserve Chairman Warsh reiterated his commitment to bringing inflation back to 2% at Jackson Hole
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Morgan Stanley raises Exxon Mobil's price target to $177; Goldman Sachs raises Expand Energy and Diamondback Energy's price targets.
Morgan Stanley analyst Devin McDermott reiterated an "Overweight" rating on integrated oil and gas giant Exxon Mobil (XOM) and raised its price target from $168 to $177, citing an upward revision in f
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Morgan Stanley raises CrowdStrike price target to $238, maintains "Overweight" rating.
Morgan Stanley raised its price target for CrowdStrike to $238 from $227, while maintaining an "Overweight" rating, following the release of CrowdStrike's Q2 earnings. CrowdStrike reported record net
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Morgan Stanley's Slimmon: Fed Rate Hike Threat Shifting Stock Market Leadership
Andrew Slimmon, managing director and head of applied equity advisors at Morgan Stanley, stated he is pleased with Federal Reserve Chair Kevin Warsh's speech at Jackson Hole. Slimmon believes the ongo
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Baron Capital stated in its Q2 investor letter that Morgan Stanley benefited from AI capital raising, with Q1 performance exceeding expectations and a 15% dividend increase.
Baron Capital noted in its Q2 2026 investor letter that Morgan Stanley (MS) performed well due to strong execution in its franchise businesses, with Q1 results significantly exceeding expectations. Re
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Musk expects SpaceX's annual revenue to reach $3.5 trillion around 2033, seven years ahead of Morgan Stanley's forecast.
Elon Musk stated on Thursday that he expects SpaceX's annual revenue to reach $3.5 trillion around 2033, seven years earlier than Morgan Stanley's previous forecast of 2040. Earlier this month, Musk a
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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 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
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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
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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
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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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