Morgan Stanley
-
SpaceX stock rallies 8% to $171, but options market shows lower implied volatility
SpaceX shares jumped 8% to $171 on Monday, marking a nearly 50% increase from its lows and reclaiming its IPO price. However, the options market indicates a key difference from its previous rally, wit
-
Morgan Stanley Report: AI Memory Bottlenecks Create New Investment Opportunities, CXL Market Forecast Raised to $6 Billion by 2030, Recommends Beneficiary Stocks Such as Astera Labs, Marvell, and Cerebras
Morgan Stanley, in its latest research report, stated that the AI memory shortage is the most persistent structural constraint in the current AI build cycle, a point also emphasized by NVIDIA CEO Jens
-
Morgan Stanley is bullish on hard drive stocks Seagate and Western Digital, reiterating an Overweight rating.
Following Toshiba's announcement of production expansion, which led to a sharp decline in the stock prices of Seagate (STX) and Western Digital (WDC), Morgan Stanley analysts Erik W. Woodring and his
-
Morgan Stanley's Bitcoin ETF holdings have reached $903.86 million, less than $100 million shy of the $1 billion milestone.
Morgan Stanley's Bitcoin ETF holdings have reached $903.86 million, less than $100 million shy of the $1 billion milestone.
-
Morgan Stanley reiterates "Overweight" rating on SpaceX, with a price target of $300.
Morgan Stanley reiterated an "Overweight" rating on SpaceX with a $300 price target, believing the stock is currently undervalued given its growth prospects. Analyst Adam Jonas noted that, on a growth
-
Morgan Stanley's Wilson sees earnings-led upturn in industrials
Morgan Stanley strategist Michael Wilson believes that a steep drop in US stock valuations since early summer has made some areas of the market, particularly industrials, attractive. This is attribute
-
Morgan Stanley: Emerging Market Assets Face Test from High US Treasury Yields and Strong Dollar, but Expect Orderly Adjustment
Morgan Stanley analysts believe that while emerging market fixed income and foreign exchange assets are under pressure amid sharply rising US Treasury yields and a strengthening dollar, they are likel
-
Morgan Stanley Analysts Warn: Half of U.S. Stocks Are Already in a Bear Market, Future Trajectory Depends on Treasury Volatility
Morgan Stanley's Chief Equity Strategist, Mike Wilson, noted in his latest report that the US equity market has quietly fractured, with 51% of Russell 3000 components having fallen more than 20% from
-
Morgan Stanley: Hedge Fund Basis Trade Positions in US Treasuries Fall to $1.2 Trillion, But No Signs of Market Stress Found
Morgan Stanley estimated in a September 24 report that hedge funds' U.S. Treasury cash-futures basis trade positions, financed through borrowing, have decreased by 20% this year to approximately $1.2
-
Morgan Stanley: Macro Environment Is the Biggest Test for Investment-Grade Credit Market by Year-End, Expects the Federal Reserve to Hike Rates Only Twice More
Morgan Stanley emphasizes that for investment-grade credit markets, "the macro environment—not supply glut—is the biggest test through year-end." The bank's economists expect the Federal Reserve to hi
-
Morgan Stanley renames NVIDIA to Top Pick
Morgan Stanley renames NVIDIA to Top Pick
-
Morgan Stanley cut Apple's price target to $355, but expects the new CEO to drive four consecutive years of iPhone sales growth.
Morgan Stanley lowered Apple's price target from $360 to $355, while maintaining an "Overweight" rating. The bank stated that under the leadership of new CEO John Ternus, Apple's innovation cycle over
-
Morgan Stanley bank analyst Betsy Graseck to retire after 40 years
Morgan Stanley bank analyst Betsy Graseck plans to retire early next year after four decades at the company. Graseck, currently Head of Global Banks and Diversified Financials Research, began her care
-
Morgan Stanley's $2.5 Billion Sale of Parking Meter Business Approved by Chicago
A group of investors led by Morgan Stanley received approval from the City of Chicago to sell its parking meter business to Stonepeak Partners for $2.5 billion, ending months of political turmoil surr
-
Morgan Stanley analyst Adam Jonas stated that Tesla's FSD is close to "solving" the autonomous driving problem, maintaining a price target of $400.
Morgan Stanley's star analyst Adam Jonas stated in a latest research report that Tesla's Full Self-Driving (FSD) system is close to "solving" the autonomous driving problem. He cited his personal driv
-
Morgan Stanley Establishes Digital Assets Lab to Explore Stablecoins, Tokenization, and DeFi Applications
Morgan Stanley has established a Digital Assets Lab, aiming to test technologies including stablecoins, tokenization, and decentralized finance (DeFi) applications, to explore the potential applicatio
-
Morgan Stanley: Oracle's force majeure notice to data center developer will weigh on debt financing for AI buildout
Morgan Stanley stated that Oracle Corp.'s force majeure notice to the developer of a massive New Mexico data center is putting loan and lease documents under fresh scrutiny, adding to the challenges f
-
Morgan Stanley will join the NEXTPredict Summit as a strategic partner and lead discussions on institutional capital in prediction markets.
Morgan Stanley will serve as a strategic partner at the NEXTPredict Summit, held in New York from October 22-23, and will lead a panel discussion on institutional capital in prediction markets on the
-
Morgan Stanley faces a security alert after an internal trading information leak led to rival banks in Hong Kong aggressively poaching clients.
Morgan Stanley is facing client poaching by rival banks in Hong Kong and a security alert following an internal leak of trading information. According to sources, competitors are actively approaching
-
Morgan Stanley and Oliver Wyman estimate that tokenized assets will reach $2.3 trillion by the 2030s.
Of this, collateral liquidity will contribute approximately $1.7 trillion, while reserves and cash management will contribute another $400 billion.
-
Morgan Stanley: If the US bans diesel exports, Europe would be the biggest victim, and US gasoline prices could rise; Citi focuses on Poland risk
Morgan Stanley noted in a September 23 report that if the U.S. implements a diesel export ban (which Donald Trump has expressed support for), Northwestern Europe would be hit hardest, as it imports ap
-
Morgan Stanley Research: Humanoid Robot Manufacturers Significantly Raise 2026 Shipment Targets, Some Plan Severalfold Growth, Industry Competition May See Early Shakeout
Morgan Stanley's humanoid robot supply chain survey, published on September 23, reveals that several robot manufacturers have significantly raised their 2026 shipment targets, with some planning for m
-
Morgan Stanley Buys $193 Million of Bitcoin for Three Consecutive Days, Total Holdings Reach 9,218 BTC Worth $775.75 Million
Morgan Stanley has continued its consistent Bitcoin purchases, making it the only Bitcoin ETF to attract fresh capital for three consecutive days as of Thursday, September 24. The firm recorded $32.4
-
Morgan Stanley: The Rise of AI Agents Strengthens the Mid-Term Logic for Communications, Network Infrastructure, and E-commerce Software
Morgan Stanley's latest research report indicates that the accelerating adoption of personal AI agents, such as Meta's Muse and private product Instinct, is strengthening the medium-term bullish case
-
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
-
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
-
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.
-
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
-
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.
-
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
-
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
-
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
-
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
-
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.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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'
-
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
-
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.
-
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.
-
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
- No data
Morgan Stanley
24H Trending
-
1
What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
-
2
Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
-
3
Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
-
4
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.
-
5
LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
-
6
Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
-
7
Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
-
8
Unlimit founder backs Phase blockchain with $45M as mainnet launches
-
9
Global Business Forum Urges Business Leaders to Embrace AI and Rethink Strategies
-
10
onXRP Team to Launch New Trading Method on XRP Ledger Next Week
Markets Today
Recommended Reading

