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Morgan Stanley drops stark warning about Warsh’s Fed
TheStreet61d agobearish
Morgan Stanley drops stark warning about Warsh’s Fed

Investors should expect a leaner, quieterFederal Reserve coming up very soon. That’s Morgan Stanley’s forecast for Kevin Warsh’s debut as Chair of the Federal Reserve which includes a warning to Wall Street about the central bank’s near-term rate path and long-term communications style. Morgan ...

Bloomberg61d agobearish
China’s Property Stocks Tumble Back to Pre-2024 Stimulus Levels

(Bloomberg) -- Chinese property stocks have slid back to levels seen before a raft of stimulus measures from the authorities in September 2024 drove a market turnaround, underscoring lingering pessimism over the sector. 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 With Allies

Bloomberg61d agoneutral
Wall Street Majors Cut Oil Forecasts on Deal to Reopen Hormuz

(Bloomberg) -- Wall Street’s biggest banks are cutting their oil-price forecasts for the coming quarters, as optimism grows over a revival of Middle East crude output following an interim deal to reopen the Strait of Hormuz.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 With All

Bloomberg61d agobearish
Oil Steadies as Traders Seek Clarity on Planned Hormuz Reopening

(Bloomberg) -- Oil steadied after the biggest drop in more than two weeks as traders, shippers and producers waited for details of a US-Iran deal that’s intended to pave the way for the full reopening of the Strait of Hormuz.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsStudios in Microsoft’s Xbox Division Brace for ClosuresIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineStocks Cli

Bloomberg61d agoneutral
SpaceX Investors at US Retail Brokers Got at Least One IPO Share

(Bloomberg) -- Customers at some of the largest retail brokerage firms in the US each received at least a single share in SpaceX’s $86.2 billion IPO, underscoring how the offering was designed to give individual investors a sizable role.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsStudios in Microsoft’s Xbox Division Brace for ClosuresIran Signals No Deal Will Be Signed by Trump’s Sunday Timeli

Morgan Stanley executive sends strong prediction on Bitcoin
TheStreet61d agoneutral
Morgan Stanley executive sends strong prediction on Bitcoin

Bitcoin (BTC), which hit the all-time high (ATH) of $126,080 on Oct. 6 last year, is still struggling on the charts due to the market turmoil. Though the recent peace negotiation between the United States and Iran has boosted the hopes of crypto investors, Bitcoin is still trading 45% lower ...

Investing.com61d agobearish
Accenture downgraded by Morgan Stanley as AI spending crowds out IT service demand

Investing.com -- Morgan Stanley downgraded Accenture to Equal-weight from Overweight and slashed its price target to $177 from $240, arguing that the anticipated boost to IT services spending from artificial intelligence investments has yet to materialize as enterprises continue to prioritize AI projects over traditional discretionary technology spending.

Fox Corp to acquire Roku in $22B deal
Proactive61d agoneutral
Fox Corp to acquire Roku in $22B deal

Fox Corp (NASDAQ:FOXA) has agreed to acquire streaming platform Roku Inc (NASDAQ:ROKU) in a cash-and-stock deal valuing the company at approximately $22 billion in enterprise value, the companies announced Monday. Under the terms of the agreement, Fox will pay $160 per share, comprising $96...

Investing.com62d agoneutral
Morgan Stanley outlines sectors set to benefit from market broadening

Investing.com -- Morgan Stanley sees the recent equity market correction as a digestion of peak rates of change in earnings revisions and liquidity, arguing that the pullback supports a broadening of market leadership toward under-owned cyclical sectors including Consumer Discretionary, Transports, and Regional Banks.

Morgan Stanley’s Wilson Sees US Stock Market Rally Broadening
Bloomberg62d agobullish
Morgan Stanley’s Wilson Sees US Stock Market Rally Broadening

(Bloomberg) -- US stocks could get an additional boost from a rotation into cyclical, economically-sensitive industries that have lagged in the Iran war, according to Morgan Stanley strategists.Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsIran Signals No Deal Will Be Signed by Trump’s Sunday TimelineWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOIran Pushes Differing Deal Versio

Morgan Stanley Raises PT on Marathon Petroleum (MPC) Stock
Insider Monkey63d agoneutral
Morgan Stanley Raises PT on Marathon Petroleum (MPC) Stock

Marathon Petroleum Corporation (NYSE:MPC) is one of the Best Bargain Stocks to Buy in June. On June 12, Morgan Stanley lifted its price objective on the company’s stock to $265 from $233 and maintained an “Overweight” rating on the shares. As per the analyst, the refining margins have eased from the peak that was witnessed in […]

Morgan Stanley Raises PT on Valero Energy (VLO) Stock
Insider Monkey63d agoneutral
Morgan Stanley Raises PT on Valero Energy (VLO) Stock

Valero Energy Corporation (NYSE:VLO) is one of the Best Bargain Stocks to Buy in June. On June 12, Morgan Stanley lifted its price objective on the company’s stock to $255 from $232 and maintained an “Equal Weight” rating on the shares. While the refining margins have softened from the mid-May peak, they are still elevated compared […]

Wall Street Is Gaining Access to New Catastrophe Models to Help Predict Wars
Bloomberg63d agoneutral
Wall Street Is Gaining Access to New Catastrophe Models to Help Predict Wars

(Bloomberg) -- As Wall Street races to incorporate war into its risk scenarios, the same people modeling natural catastrophes are now adapting their methodology to help investors, banks and insurers predict military conflicts.Most Read from BloombergWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOTrump Eyes Sunday Iran Deal But Tehran Says Still Reviewing TextAnthropic Shuts Down Mythos Access After Sweeping US OrderUS Wants to Avoid Congressional Vote on Trade Deal, Carney SaysAi

Morgan Stanley CEO floats bold $10T wealth opportunity
TheStreet64d agoneutral
Morgan Stanley CEO floats bold $10T wealth opportunity

When a business unit already oversees more than $7 trillion in client assets, most CEOs would focus on defending that position. Not Ted Pick. The Morgan Stanley CEO has raised the bar for the firm's wealth management business, arguing it can grow to $10 trillion in assets on its own. Ted Pick told ...

Morgan Stanley (MS) Stock Valuation After Upbeat Estimates AI Stock-Plan Push And Earnings Outlook
Simply Wall St.64d agobullish
Morgan Stanley (MS) Stock Valuation After Upbeat Estimates AI Stock-Plan Push And Earnings Outlook

Why Morgan Stanley stock is getting extra attention now Morgan Stanley (MS) is drawing fresh interest after analysts raised earnings estimates, research providers shifted to more positive ratings, and the company highlighted momentum in areas like AI enabled stock plan platforms ahead of its July earnings release. See our latest analysis for Morgan Stanley. The 1-month share price return of 10.43% and 90-day share price return of 38.21% point to building momentum, supported by upbeat earnings...

Bloomberg64d agoneutral
SpaceX Strikes Rare Deal to Pay $0 to Bankers for IPO Greenshoe

(Bloomberg) -- SpaceX, which had already negotiated to pay razor-thin fees on its record initial public offering, somehow managed to get an even better deal out of its investment bankers. Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekSpaceX Shares Close 19% Higher After Historic $75 Billion IPOXbox Plans Significant Layoffs as New CEO P

Bloomberg64d agoneutral
SpaceX Strikes Rare Deal to Pay $0 to Bankers for IPO Greenshoe

(Bloomberg) -- SpaceX, which had already negotiated to pay razor-thin fees on its record initial public offering, somehow managed to get an even better deal out of its investment bankers. Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekSpaceX Shares Close 19% Higher After Historic $75 Billion IPOWhy Musk Raced to Take SpaceX Public in the World’s Biggest IPOXbox Plans Significant Layoffs as New CEO P

Week’s Best: Investing in Energy as the War Winds Down
Barrons.com64d agoneutral
Week’s Best: Investing in Energy as the War Winds Down

The Iran war sent oil and gas prices surging and sharpened investors’ focus on energy investments. Now that the conflict appears likely to end, the question is how to play the sector: Some investors are leaning into traditional oil-patch names, while others favor pipelines and natural gas. For a recent Barron’s Advisor Big Q, we asked a panel of investment professionals how they’re putting money to work in energy now.

Morgan Stanley sends clear message on eBay, Etsy
TheStreet64d agoneutral
Morgan Stanley sends clear message on eBay, Etsy

Wall Street is taking a fresh look at eBay and Etsy, and the conclusions may surprise investors who have written off both companies. In a research note shared with me, Morgan Stanley analysts Nathan Feather and Brian Nowak argue that the market is underestimating how well-positioned both platforms ...

Schwab and Robinhood Stocks Get a Boost on SpaceX IPO Day
Barrons.com64d agoneutral
Schwab and Robinhood Stocks Get a Boost on SpaceX IPO Day

Shares of several retail brokers that offered shares of SpaceX to customers at the IPO price rose on Friday, although not as dramatically as SpaceX's more than 20% gain. Charles Schwab shares were up 3% in late afternoon trading Friday, although the company also had some non-SpaceX good news of its own that probably helped boost the stock: solid growth in new assets and brokerage accounts. Robinhood's stock gained more than 1.5%, despite the fact that the firm reported some technical issues earlier Friday due to the "record-breaking traffic."

Big Winners From the SpaceX IPO? The Bankers.
Barrons.com64d agoneutral
Big Winners From the SpaceX IPO? The Bankers.

SpaceX shares were at almost $173 in late trading on Friday, up 28% from the $135 IPO price and 15% from the $150 opening price. Things are on track for an orderly one-day post-IPO pop. A 10% to 30% pop for a large tech IPO is normal and shows that the deal was priced well and the market was ready to accept the terms offered.