Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,274 signal articles · 41 in last 24h · 115,398 total before filter · latest 1h ago
41last 24h
1773last 7d
298● bullish (7d)
170● bearish (7d)
205publishers
AllMacro315Earnings823M&A103Regulatory25Product16Analyst26
✕ clear all filtersticker: MSSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Morgan Stanley Cuts Price Target on Cognizant Technology Solutions (CTSH). Here is Why
Insider Monkey50d agobearish
Morgan Stanley Cuts Price Target on Cognizant Technology Solutions (CTSH). Here is Why

With an annual dividend yield of 3.37%, Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is included among the 12 Best NASDAQ Stocks to Buy for Dividends. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value. On June 23, Morgan Stanley cut its price target on […]

Week’s Best: SpaceX Is Changing Market Indexes. ETF Investors, Take Note.
Barrons.com50d agoneutral
Week’s Best: SpaceX Is Changing Market Indexes. ETF Investors, Take Note.

In the pre- SpaceX days, it didn’t really matter which major index benchmark an investor chose, whether it was constructed by Standard & Poor’s, the Center for Research in Security Prices (CRSP), or FTSE Russell. Results of exchange-traded funds based on indexes could rise or fall based on whether they include SpaceX. Retirement investors need to account for this new risk, writes guest columnist Daniel P. Wiener, founder and former chairman of RWA Wealth Partners.

Morgan Stanley resets Micron stock price target on strong AI demand
TheStreet50d agoneutral
Morgan Stanley resets Micron stock price target on strong AI demand

Wall Street is getting more bullish on Micron Technology, and for good reason. The memory chip giant just wrapped up a quarter that left analysts scrambling to revise their outlooks upward. Morgan Stanley lifted its price target on Micron (MU) stock to $1,200 from $1,050, keeping its ...

Morgan Stanley sees serious reset in U.S. housing market
TheStreet50d agoneutral
Morgan Stanley sees serious reset in U.S. housing market

Borrowing costs briefly dipped below 6% in February, raising hopes of a housing recovery, National Association of Home Builders noted. Rates then rebounded toward 6.5%, where they have remained, and the brief affordability improvement faded before most buyers could act. Many analysts viewed ...

Pitchbook50d agoneutral
Morgan Stanley BDC holds at 5% redemption cap after requests rise to 11.6%

North Haven Private Income Fund, a non-traded business development company affiliated with Morgan Stanley, has received repurchase requests representing about 11.6% of shares outstanding in Q2. The fund will stick to its 5% quarterly redemption cap, fulfilling about 43% of tender requests on a pro rata basis, according to a June 23 investor letter. Morgan Stanley Private Credit said that more than half of the repurchase requests received in Q2 came from investors whose previous repurchase reques

Investing.com50d agobearish
Morgan Stanley flags Fed hike risk if unemployment drops below 4%

Investing.com -- Morgan Stanley has retained its forecast for the Federal Reserve to hold interest rates through year-end, but warned that a drop in unemployment below 4% or persistently elevated inflation could force a rethink in favor of rate hikes.

Bloomberg51d agobearish
SoftBank’s Shares Tumble After Report of OpenAI’s IPO Delay

(Bloomberg) -- SoftBank Group Corp.’s stock fell by 12% on concerns that OpenAI may hold off on an initial public offering until next year and delay returns for its Japanese backer.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapShip Struck in Hormuz as Oil Supertankers Turn Back AgainGrand Ole Opry House Up For Sale by Owner Ryman Hospital

Bloomberg51d agobullish
China’s Hardware Tech Stocks Look to Earnings to Sustain Rally

(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal

Marathon Petroleum (MPC) Stock Fair Value Edges Higher After Analyst Target Increases
Simply Wall St.51d agoneutral
Marathon Petroleum (MPC) Stock Fair Value Edges Higher After Analyst Target Increases

Analysts have recently lifted fair value estimates for Marathon Petroleum, with one model pointing to an updated assessment of US$271.59 per share compared with a prior US$265.06. Higher price targets from firms such as Wells Fargo are being linked to views on refining margins, updated strip pricing through 2027, and company specific developments like the Garyville refinery visit and capital plans. As you read on, you will see how these shifting targets fit into the broader analyst narrative...

Banks Get the Go-Ahead to Hike Dividends. Where the Best Yields Are.
Barrons.com51d agoneutral
Banks Get the Go-Ahead to Hike Dividends. Where the Best Yields Are.

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

Phillips 66 (PSX) Stock Sees Modest Fair Value Lift As Analysts Rework Targets
Simply Wall St.51d agoneutral
Phillips 66 (PSX) Stock Sees Modest Fair Value Lift As Analysts Rework Targets

The fair value estimate for Phillips 66 has been adjusted from US$190.84 to US$194.11 per share, giving investors fresh context for where analysts currently anchor their price targets. Behind this, recent research focuses on refining margins, tight product inventories, and progress on refining and midstream plans, which analysts link to updated valuation work and earnings expectations. As you read on, you will see how these shifting inputs shape the evolving narrative around Phillips 66 and...

A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks
24/7 Wall St.51d agoneutral
A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks

Private credit was supposed to be the safe, sleepy corner of finance where pension money quietly clipped coupons. That story is fraying. Morgan Stanley (NYSE:MS) just capped investor withdrawals at 5% from its $7 billion private credit fund, and Apollo Global Management (NYSE:APO) is again limiting redemptions from its largest non-traded retail private credit fund. ... A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks

Investing.com51d agobullish
Morgan Stanley upgrades Qualcomm after $5B data center forecast

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."

Morgan Stanley pulls no punches after tech stock sell-off
TheStreet52d agobearish
Morgan Stanley pulls no punches after tech stock sell-off

The tech sell-off was nerve-wracking for investors, but Morgan Stanley’s Andrew Slimmon feels the market might be getting exactly what it needed. In a recent CNBC interview, Slimmon made the case that AI winners weren’t collapsing due to fundamentals being broken. They fell because the trade became ...

Bloomberg52d agoneutral
Big Banks Pass Fed Stress Test, Paving Way for Payouts

(Bloomberg) -- All of the biggest US banks cleared the Federal Reserve’s annual stress test, setting the stage for lenders to boost buybacks and dividends. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesChipmakers Fall Anew in Run-Up to Micron’s Results: Markets WrapThe Debasement Trade Is Unraveling and Kevin Warsh Is One Big Rea