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Morgan Stanley spots a defining moment for defense stocks
TheStreet58d agoneutral
Morgan Stanley spots a defining moment for defense stocks

I spent some time digging through Morgan Stanley's recap of its first-ever National Security Innovation Summit in a note shared with me at TheStreet. What struck me wasn't any single data point but the sense that an entire industry is quietly being rebuilt from the ground up. And most retail ...

Bloomberg58d agoneutral
SpaceX Bankers Prepare for Bond Sale of at Least $20 Billion

(Bloomberg) -- Bankers for Elon Musk’s SpaceX are preparing to hold calls with investors as soon as next week to discuss a potential bond offering on the heels of the company’s record IPO, according to people with knowledge of the matter.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USA

Morgan Stanley changes its oil forecast for the rest of 2026
TheStreet59d agoneutral
Morgan Stanley changes its oil forecast for the rest of 2026

The title of the note says everything about the question Morgan Stanley is trying to answer. "Is Peace Mispriced?", published June 16 by equity analyst and commodities strategist Devin McDermott, lands at the moment oil has already moved dramatically. Including the session on June 15, WTI has now ...

Seagate Technology Holdings (STX) Price Target Raised by $268 at Morgan Stanley
Insider Monkey59d agoneutral
Seagate Technology Holdings (STX) Price Target Raised by $268 at Morgan Stanley

With a net profit margin of 21.60%, Seagate Technology Holdings plc (NASDAQ:STX) is included among the 12 Most Profitable American Stocks to Buy in 2026. Seagate Technology Holdings plc (NASDAQ:STX) is a leader in mass-capacity data storage. The company has delivered more than four billion terabytes of capacity over the past four decades. On June […]

Bloomberg59d agoneutral
Fed’s Warsh Signals Revamp, But Offers Little Substance on Rates

(Bloomberg) -- Kevin Warsh began his tenure as chairman of the Federal Reserve with a solemn vow to curb inflation and a clear sign that he plans to swiftly revamp how the US central bank does its job.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealApple Plans Camera AirPods Alongside Upgraded F

Morgan Stanley Turns More Bullish on HF Sinclair (DINO) Amid Favorable Commodity Outlook
Insider Monkey59d agoneutral
Morgan Stanley Turns More Bullish on HF Sinclair (DINO) Amid Favorable Commodity Outlook

With a free cash flow yield of 11.63%, HF Sinclair Corporation (NYSE:DINO) is included among the 12 Stocks From Companies Generating High Cash Flow. On June 12, Morgan Stanley raised its price recommendation on HF Sinclair Corporation (NYSE:DINO) to $78 from $69. It reiterated an Overweight rating on the stock. The analyst noted that refining margins […]

Morgan Stanley (MS) Stock Trades Up, Here Is Why
StockStory59d agoneutral
Morgan Stanley (MS) Stock Trades Up, Here Is Why

Shares of global financial services firm Morgan Stanley (NYSE:MS) jumped 2.6% in the afternoon session after its investment management division, alongside partner Ridgeback Group, announced the acquisition of a UK private rental business for approximately £1.05 billion.

Morgan Stanley enters U.K. rental market with $1.4B acquisition
TheStreet59d agoneutral
Morgan Stanley enters U.K. rental market with $1.4B acquisition

Morgan Stanley’s real estate investing arm is now a landlord to 3,200 London households. The deal closes an 18-month sale process that began when one of England’s largest housing associations decided market-rate rentals no longer fit its mission. What looks like a routine property transaction ...

Why ResMed (RMD) Shares Are Falling Today
StockStory59d agobearish
Why ResMed (RMD) Shares Are Falling Today

Shares of medical device company ResMed (NYSE:RMD) fell 4.5% in the afternoon session after Morgan Stanley downgraded the stock to Equalweight from Overweight and lowered its price target.

Big Bank Stocks Hit Records Ahead of Fed Meeting
Barrons.com59d agoneutral
Big Bank Stocks Hit Records Ahead of Fed Meeting

Shares of large U.S. banks outperformed the market on Wednesday, with some hitting records, as investors awaited the first Federal Open Market Committee meeting of Kevin Warsh’s Fed chairmanship. Investment banks Goldman Sachs and Morgan Stanley also rallied and hit records, according to FactSet and Dow Jones Market Data. Traders widely expect the Fed will keep the benchmark federal-funds rate target unchanged at a range of 3.50% to 3.75%.

Bloomberg59d agoneutral
Snubbing Nvidia for Adobe Costs Florida Stock-Picker $50 Billion

(Bloomberg) -- It was 180 degrees off the hot trade on Wall Street. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealSnub Nvidia Corp., the soaring king of artificial intelligence chips. Embrace Adobe Inc., a sinking casualty of AI disruptio

Morgan Stanley (MS) Is Chasing $10 Trillion In Wealth And A SpaceX Boost
Simply Wall St.60d agoneutral
Morgan Stanley (MS) Is Chasing $10 Trillion In Wealth And A SpaceX Boost

Morgan Stanley (NYSE:MS) is refocusing its long-term growth strategy around wealth management, with a goal of reaching $10 trillion in client assets. The firm is positioning itself to capture potential sizeable assets tied to an anticipated SpaceX IPO, which could influence its future revenue mix. Morgan Stanley is putting wealth management at the center of its future, at a time when the stock is trading around $220.83 after gaining 5% over the past week and 14.7% over the past month. Over...

Pitchbook60d agoneutral
Papa John's take-private bid by Irth Capital nets $725M preferred equity, $1B debt

Details emerged on the financing supporting Irth Capital’s take-private bid for pizza chain Papa John’s International, including $725 million of preferred equity and $1 billion in bridge financing, according to market sources. Brookfield Asset Management provided committed financing for the deal, including the preferred equity, and is looking to syndicate some of the preferred equity to other private credit investors, sources said. Anchor lenders typically syndicate portions of larger debt packa

Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On
24/7 Wall St.60d agobullish
Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Western Digital (NASDAQ:WDC) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note that reiterated an Overweight rating and lifted its WDC price target by 33%. The upgrade extends a powerful run. Western Digital stock closed Monday up 16.1% at ... Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Bloomberg61d agoneutral
Empty Tankers Entering Gulf Via Hormuz Are Key for Energy Market

(Bloomberg) -- The transit of empty ships through the Strait of Hormuz into the energy-rich Persian Gulf is being eagerly watched by the market, which would indicate increasing confidence in the outlook for a sustained peace deal.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds Wi