Morgan Stanley
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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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Morgan Stanley Banker in Australia Says Bathla Is ‘Hammer Blow’
Morgan Stanley’s investment banking chief in Australia said the collapse of Bathla Group will have significant impacts on the economy at a time when sliding house prices could curb consumer spending.
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Goldman Sachs Partner Warns: AI Risks Could Lead to Next Generation of Bankers Losing Independent Thinking Skills
Chris Churchman, a Goldman Sachs partner who oversees Marquee, the firm's digital platform for institutional clients, stated that the widespread adoption of AI on Wall Street could lead bankers to ove
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Morgan Stanley raised its price target for Snowflake to $470 from $170, maintaining an "Overweight" rating.
Morgan Stanley analyst Sanjit Singh raised the price target for cloud data company Snowflake (SNOW) from $300 to $470, while maintaining an "Overweight" rating. This move is based on Snowflake's stron
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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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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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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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Unlimit founder backs Phase blockchain with $45M as mainnet launches
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DBS Hong Kong to launch DBS Vantage Card, Hong Kong's first Visa Infinite Privilege Card
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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