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Morgan Stanley sends a stark message on the 2026 US economy
TheStreet93d agoneutral
Morgan Stanley sends a stark message on the 2026 US economy

The title of Morgan Stanley's midyear US economic outlook, published May 12, is four words: "Capex Over Consumption." It is the bank's clearest possible signal about what is holding the American economy together heading into the second half of 2026, and what is beginning to buckle beneath the ...

China’s Economy Is Entering Another Quarter of K-Shaped  Growth
Bloomberg93d agoneutral
China’s Economy Is Entering Another Quarter of K-Shaped Growth

(Bloomberg) -- Chinese consumption probably expanded far slower than the pace of industry in April, as trade remained a notable bright spot despite the global reverberations from the Iran war.Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That China Will Open Up MoreTrump Says China Offered Help on Ira

Cerebras soars 109% in market debut as AI chip frenzy grips Wall Street
Proactive94d agobullish
Cerebras soars 109% in market debut as AI chip frenzy grips Wall Street

Cerebras Systems made a stunning stock market debut on Thursday, with shares of the artificial intelligence chipmaker surging as much as 109% above its IPO price as investor appetite for AI-linked plays showed no sign of cooling. The company's shares opened at $350, against an IPO price of...

AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad
Bloomberg94d agoneutral
AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad

(Bloomberg) -- Bankers were still putting the final touches on Alphabet Inc.’s blockbuster $17 billion of bond sales when word started to spread Monday morning on Wall Street: the company is already hawking more debt.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboThis

Space Stock Craze Comes to Europe as One British Fund Quadruples
Bloomberg94d agoneutral
Space Stock Craze Comes to Europe as One British Fund Quadruples

(Bloomberg) -- It’s not just US retail investors piling into any asset connected to space exploration. Europeans want in, too. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboShares in British SpaceX supplier Filtronic Plc are up 257% in a year, while German satellite

How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge
Simply Wall St.94d agoneutral
How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge

Price targets for GE Aerospace now span from recent cuts of US$7 to US$27 at the low end, up to US$425 at the high end, marking a wide spread in what analysts think the stock could be worth. Those shifts track a split narrative, with bullish firms lifting targets to US$405 and US$425 on greater confidence in earnings and cash flow, while more cautious voices trim numbers and flag that a lot of good news may already be priced in. Read on to see how to keep up with this evolving story and what...

Morgan Stanley cuts to chase on Chevron, oil stock prices
TheStreet94d agobearish
Morgan Stanley cuts to chase on Chevron, oil stock prices

Oil companies entered earnings season with higher commodity prices at their backs, but investors are still watching one issue more closely than almost anything else: spending discipline. In the Morgan Stanley note given to TheStreet, analyst Devin McDermott and his team said oil exploration and ...

Bloomberg95d agoneutral
Musk’s xAI Races to Get Wall Street Firms to Use Grok Chatbot

(Bloomberg) -- Elon Musk’s xAI has recruited multiple Wall Street firms with ties to the billionaire’s business empire to test its Grok chatbot, according to people familiar with the matter, part of a push to bolster revenue ahead of parent company SpaceX’s initial public offering.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands

Bloomberg95d agoneutral
Musk’s xAI Races to Get Wall Street Firms to Use Grok Chatbot

(Bloomberg) -- Elon Musk’s xAI has recruited multiple Wall Street firms with ties to the billionaire’s business empire to test its Grok chatbot, according to people familiar with the matter, part of a push to bolster revenue ahead of parent company SpaceX’s initial public offering.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Yea

Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock
Insider Monkey95d agoneutral
Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Morgan Stanley (NYSE:MS) ranks 9th on this list. Morgan Stanley (NYSE:MS) is another relatively new addition to the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2024. This position […]

One of the Stock Market’s Biggest Bulls Sees a Historic Rally Coming
Barrons.com95d agobullish
One of the Stock Market’s Biggest Bulls Sees a Historic Rally Coming

U.S. stocks are likely set for a historic run over the next two years, with gains not seen on Wall Street since the dot-com era of the late 1990s. The compelling push to mark stocks higher has prompted a response from one of Wall Street’s longstanding bears, who now sees U.S. stocks rising to as high as 8000 points by the end of this year, and to 8300 points over the next 12 months, amid a hot domestic economy, public to private rebalancing, and broadening earnings performance beyond the megacap tech space. Morgan Stanley’s Mike Wilson, famously one of Wall Street’s most skeptical analysts during the bull market that developed after the launch of OpenAI’s ChatGPT in November 2022, sees stocks powering to record highs this year and next, with a 12-month price target for the that would suggest gains of around 130% on a five-year basis.

Morgan Stanley Deepens Digital Bond Push With LTX AI Partnership
Simply Wall St.95d agobullish
Morgan Stanley Deepens Digital Bond Push With LTX AI Partnership

Morgan Stanley (NYSE:MS) has joined AI-driven bond trading platform LTX as a fully integrated liquidity provider. The move connects Morgan Stanley to an electronic corporate bond marketplace that uses AI tools to support trading and liquidity. This development reflects ongoing efforts across fixed income markets to increase electronic trading and improve access to liquidity for institutional clients. Morgan Stanley, trading at $191.88, has delivered a return of 51.9% over the past year and...

How The Story On Advanced Enzyme Technologies (NSEI:ADVENZYMES) Is Evolving Around A ₹370 Fair Value
Simply Wall St.95d agoneutral
How The Story On Advanced Enzyme Technologies (NSEI:ADVENZYMES) Is Evolving Around A ₹370 Fair Value

The fair value estimate for Advanced Enzyme Technologies is held at ₹370, with analysts choosing not to shift their valuation anchor despite refreshed model inputs. That steady price target lines up with commentary that the key question now is execution against the current plan rather than a change in the core story. As you read on, you will see how this stable ₹370 figure fits into the evolving analyst narrative and what it means for your own view on the stock. Stay updated as the Fair Value...

China’s Profit Outlook to Improve Further, Morgan Stanley Says
Bloomberg95d agoneutral
China’s Profit Outlook to Improve Further, Morgan Stanley Says

(Bloomberg) -- Chinese companies’ second‑quarter profit outlook is set to improve after encouraging first‑quarter results, with rising exports and early signs of reflation boosting revenues, according to Morgan Stanley. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysIn the f

China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain
Bloomberg95d agoneutral
China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain

(Bloomberg) -- By any measure, Tom Hu should be in default on a $730,000 bank loan for his plastics business in China. He barely brings in enough revenue to pay expenses and can’t cover the debt costs.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Makes New Offer on Uranium in Response to US, WSJ SaysMamdani Scraps Property Tax Hike, Counts Second-Home RevenueYet rather than calling in

Citi Raises Morgan Stanley (MS) Price Target Following Coverage Transfer
Insider Monkey95d agoneutral
Citi Raises Morgan Stanley (MS) Price Target Following Coverage Transfer

With a 5-year average dividend growth rate of 23.36%, Morgan Stanley (NYSE:MS) is included among the 14 Best Dividend Stocks to Buy for Steady Growth. On May 8, Citi raised its price recommendation on Morgan Stanley (NYSE:MS) to $194 from $170. It reiterated a Neutral rating on the stock. The firm updated targets across the banking sector […]

12 Investment Must Reads for This Week (May 12, 2026)
Wealth Management96d agoneutral
12 Investment Must Reads for This Week (May 12, 2026)

Hedge funds are upping their bets on soyabean oil, which is used to produce biodiesel, amid the global oil market crunch. Morningstar unveiled its latest batch of medalist ratings for evergreen funds. These are among the investment must reads for financial advisors this week.