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Bloomberg40d agoneutral
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

(Bloomberg) -- US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Supertanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, Tumbling Prices Rekindle Fears

Bloomberg42d agoneutral
Investors Looking for Shelter From AI Storm Are Turning to India

(Bloomberg) -- After losing out big on the global AI rally, Indian equities are regaining the attention of investors seeking to weather the latest market turbulence.Most Read from BloombergWhy the Great American State Fair Looks So EmptyOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutExxon to Change Name for First Time in Decades After RedomicileBrazil Freezes $2 Billion, Pursues Arrests After US SanctionTankers U-Turn in Hormuz, With Some Taking Iran Route InsteadWith the artifi

Morgan Stanley unveils key Monster stock price prediction
TheStreet42d agoneutral
Morgan Stanley unveils key Monster stock price prediction

Monster Beverage (MNST) shares have spent the summer moving toward record highs, and Morgan Stanley just gave investors a fresh reason to keep watching. The bank reiterated its Overweight rating and $103 price target on the energy drink maker this week. Morgan Stanley is standing by a call it has ...

Bloomberg42d agoneutral
Oil’s Stunning Reversal Rekindles Fears of a Global Glut

(Bloomberg) -- Oil prices are tumbling everywhere as a peace deal between the US and Iran unleashes a wave of supply, overwhelming demand from buyers and prompting talk of a glut of crude.Most Read from BloombergWhy the Great American State Fair Looks So EmptyExxon to Change Name for First Time in Decades After RedomicileThe AI Trade Is Losing One of Its Key SignalsGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonTrump Pardons Six People Pursued for ‘Fixing Their Car’It’s a staggeri

Investing.com43d agoneutral
Which Retailer Can Deliver My Order the Fastest?

Investing.com -- Delivery speed is emerging as a key competitive advantage for retailers as AI-powered shopping assistants become more common, with Morgan Stanley’s latest analysis finding Walmart offers the strongest overall fulfillment model. At the same time, Amazon Now leads on raw delivery speed.

Morgan Stanley resets Southwest Airlines stock price target
TheStreet43d agoneutral
Morgan Stanley resets Southwest Airlines stock price target

Southwest Airlines has spent the past year and a half tearing up its own playbook. For a company that built its identity on being different from every other airline, that is a big deal. Now Wall Street is starting to agree the bet is paying off. Morgan Stanley just gave Southwest Airlines (LUV) a ...

Jersey Mike's Subs files for IPO, targets NYSE listing
Proactive44d agoneutral
Jersey Mike's Subs files for IPO, targets NYSE listing

Jersey Mike's Subs, the sandwich chain backed by Blackstone, has filed for an initial public offering, seeking to capitalize on a rebound in the United States IPO market. The company plans to list its Class A common stock on the New York Stock Exchange under the ticker symbol ‘JMKE.’ The...

Bloomberg44d agoneutral
Morgan Stanley Among Banks Challenging Growing Dollar Optimism

(Bloomberg) -- Currency strategists at Credit Agricole, Morgan Stanley and TD Securities are among those bucking the consensus call for a stronger dollar.Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae With No Shares on MisunderstandingThe Bloomber

Bloomberg44d agoneutral
SpaceX Analyst Debut Set to Test $2.2 Trillion Valuation

(Bloomberg) -- Investors in SpaceX have been largely flying blind since the company’s record-breaking IPO last month, with few financial projections to help determine what the stock is actually worth. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksSpaceX IPO Left Mirae

Bloomberg45d agoneutral
Mirae Says a Lead Underwriter Confirmed Its SpaceX IPO Orders

(Bloomberg) -- Mirae Asset Securities Co. said it carried out all its work related to SpaceX’s initial public offering in coordination with the lead underwriters on the deal, disputing a Bloomberg News report published June 30.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerExxon to Change Name for First Time in Decades After RedomicileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling

Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.
Barrons.com45d agoneutral
Wells Fargo Stock Has Lagged Other Banks. Earnings Can Change That.

The concerns for Wells Fargo starts with its failure to reach elite returns on equity—analysts see 15.3% this year versus a range of 17% to over 22% for Morgan Stanley JPMorgan Chase & Co. and Goldman Sachs Group Wells has seen falling net interest margins (the percent of the interest it earned on longer-term assets after subtracting the cost of interest-bearing accounts). Given that net interest margins are expected to drop 24 basis points year over year, net interest income growth would result from higher volumes.

Bloomberg45d agoneutral
Alphabet’s $2 Trillion Gain Turns ‘Rock Star’ Into Question Mark

(Bloomberg) -- Alphabet Inc. has had a remarkable 12 months by just about any measure you can imagine.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsWhatsApp Opens Username Reservations to 3 Billion UsersYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanThe stock price has more than doubled, raising its market capitalization by more t

Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.
24/7 Wall St.46d agoneutral
Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

Morgan Stanley’s Chief Investment Officer and Chief U.S. Equity Strategist Michael Wilson appeared on CNBC this morning with a framing that should give every AI-chip investor pause. The 2026 semiconductor rally, in his read, looks like the next leg of a commodity rotation set off by Fed money printing, with the AI structural story riding ... Morgan Stanley’s CIO: Chip Stocks Following Rare Earths and Gold As Next “Commodity Boom.” Here’s Why That Should Worry You.

Bloomberg46d agoneutral
SpaceX IPO Left Korea Broker With No Shares on Misunderstanding

(Bloomberg) -- It was supposed to be the deal that vaulted Mirae Asset Securities Co. into the global big leagues.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanUS Stocks Get Tech Boost After AI-Fueled Selloff: Markets WrapCook Stays at Fed But Trump Wins Power Over Other AgenciesPrabowo Risks Prompt Global Banks to Pull Cash Out of IndonesiaBut SpaceX’s record-breaking initial public offering

Bloomberg47d agoneutral
SpaceX Pushes US Share Sales to Record $251 Billion at Midyear

(Bloomberg) -- Wall Street bankers are on a high after record-setting offerings from SpaceX and Google parent Alphabet Inc., lifting expectations for deal activity in the rest of 2026.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt Global Banks to Pull Cas

Bloomberg48d agoneutral
Wall Street Is Abandoning Bets on a Stronger Euro

(Bloomberg) -- Wall Street banks are capitulating on bets for a stronger euro, as markets see the US outpacing Europe on interest-rate hikes for the rest of this year.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeTh

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 ...

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.

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

Bloomberg53d agoneutral
Musk’s SpaceX Adds Billions in Debt While Cutting Interest Costs

(Bloomberg) -- Elon Musk is no stranger to financial alchemy. His latest feat: adding billions of dollars of debt onto his cash-burning business empire while simultaneously cutting its annual interest burden.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles Investors‘FOMO Really Go

Bloomberg53d agoneutral
Sony Plans First Dollar-Bond Sale in Nearly Three Decades

(Bloomberg) -- Sony Group Corp. was still marketing the original PlayStation when it last tapped the US investment-grade bond market. Almost three decades later, it’s readying a comeback. Most Read from BloombergSpaceX Falls for Third Day, Erases $600 Billion in Market ValueOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesKorean Stocks Tumble 10% as Extreme Volatility Rattles InvestorsStocks Fall as SpaceX’s Rout Offsets US-Iran Hopes: Markets WrapMeta Invests $900 Million in Cred

Bloomberg55d agoneutral
Aluminum’s War Shock Blunted by Dark Transits and Chinese Supply

(Bloomberg) -- The Iran war caused one of the biggest supply shocks to ever hit the aluminum market, but the runaway price surge that many were bracing for has been blunted by the ingenuity of producers from the Middle East to China. Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USDOJ Rejects Judge Request to Certify $1.8 Billion Fund NixedTr