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Morgan Stanley spots four overlooked Meta profit engines
TheStreet53d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Bloomberg54d agoneutral
Loan Investors Are Pushing Back as Fear Rises

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

Vallourec (ENXTPA:VK) Stock Sees Modest Fair Value Cut As Analysts Split On Outlook
Simply Wall St.54d agoneutral
Vallourec (ENXTPA:VK) Stock Sees Modest Fair Value Cut As Analysts Split On Outlook

Vallourec’s analyst fair value mark has been trimmed from €27.39 to €26.52, highlighting a small reset in what some models see as a central price target area for the stock. Recent research has shown a more mixed tone, with some analysts lifting targets and others moving down toward the €22.30 range as they weigh execution risk and valuation differently. As you read on, you will see how these shifting targets fit into the broader Vallourec story and what to watch as the narrative...

Morgan Stanley (MS) Faces Questions After Mortgage Pressure Allegations Surface
Simply Wall St.55d agoneutral
Morgan Stanley (MS) Faces Questions After Mortgage Pressure Allegations Surface

Allegations have surfaced that Morgan Stanley bankers were pressured to approve mortgages for wealthy clients. The claims focus on internal conduct and risk controls within the wealth management business. Regulators and investors are assessing potential implications for NYSE:MS and its governance practices. Morgan Stanley, trading under NYSE:MS, is facing fresh scrutiny as these conduct allegations intersect with its position as a major wealth manager. The stock last closed at $210.42, with...

How Investors Are Reacting To Morgan Stanley (MS) Balancing New Debt Issuance With a US$1.15 Dividend
Simply Wall St.55d agoneutral
How Investors Are Reacting To Morgan Stanley (MS) Balancing New Debt Issuance With a US$1.15 Dividend

Morgan Stanley recently completed several fixed-income offerings totaling about US$53.27 million, issued a series of senior unsecured fixed-rate notes maturing between 2027 and 2033, and confirmed a total dividend of US$1.15 per share with an ex-dividend date of 31 July 2026. The combination of fresh bond issuance and a continued emphasis on returning cash through a sizable dividend highlights how Morgan Stanley is simultaneously funding its operations and rewarding shareholders through its...

Week’s Best: Wells Fargo’s Recruiting Comeback
Barrons.com55d agoneutral
Week’s Best: Wells Fargo’s Recruiting Comeback

In their wake, the bank’s wealth management unit suffered an exodus of financial advisors. Wedding-related spending has increased 8.5% year over year so far in 2026, according to Bank of America payments data. Inflation is playing a role, but so is social media: A majority of respondents to a BofA survey said the era of digital connections and scrolling has introduced additional expenses, such as hiring content creators to capture and share the special day.

Pitchbook55d agoneutral
Morton Salt completes jumbo, $3.2B leveraged loan backing sponsor dividend

Morton Salt has completed its $3.2 billion, five-year covenant-lite term loan B at S+275, with a 0% floor and an OID of 99.5 through a Morgan Stanley-led arranger group, according to sources. The TLB priced at the tight end of talk, with a $200 million upsizing, in a shift from a concurrent offering of senior unsecured notes. Proceeds from the TLB, together with $245 million of cash on hand and a $1.6 billion two-part bond offering, will be used to refinance existing debt and fund a $1.2 billion

GuruFocus.com56d agoneutral
Morgan Stanley's Dividend Analysis

This article first appeared on GuruFocus. Morgan Stanley (NYSE:MS) recently announced a total dividend of $1.15 per share, with the ex-dividend date set for 2026-07-31. This includes a $1.15 per share cash dividend payable on 2026-08-14.

Morgan Stanley delivers strong new verdict on RTX stock after earnings
TheStreet56d agoneutral
Morgan Stanley delivers strong new verdict on RTX stock after earnings

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

Morgan Stanley Picks 2 ‘Strong Buy’ Quality Stocks Built for a Volatile Market
TipRanks56d agobullish
Morgan Stanley Picks 2 ‘Strong Buy’ Quality Stocks Built for a Volatile Market

The market backdrop has become far more challenging than it was during the AI-led rally of the past few years. While the broader bull market remains intact, volatility has picked up as investors contend with elevated valuations, geopolitical uncertainty, questions surrounding the Federal Reserve’s policy path, and growing questions about whether the hundreds of billions of dollars being invested in AI infrastructure will generate sufficient returns. As a result, earnings reports have become far

Morgan Stanley warns SpaceX approaching its most dangerous moment
TheStreet56d agoneutral
Morgan Stanley warns SpaceX approaching its most dangerous moment

In rocketry, Max Q is the moment of maximum aerodynamic stress on an ascending rocket, the point where the physical forces trying to tear it apart are strongest. Morgan Stanley borrowed that concept in a note shared with me at TheStreet to describe exactly what SpaceX (SPCX) is about to ...

Bloomberg56d agoneutral
Womenswear Firm Reformation Opens Flat After $210.9 Million IPO

(Bloomberg) -- Reformation Inc., a sustainable womenswear brand backed by private equity firm Permira, opened at its IPO price in its trading debut Thursday, after the company raised $210.9 million in a listing that priced at the bottom of its marketed range.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionBond Yields at 19-Year High Send Warsh Credibility WarningMeta Falls After Defending AI Bets t

Bloomberg56d agoneutral
‘Talk Is Cheap’: Wall Street Delivers Harsh Verdict on Warsh Fed

(Bloomberg) -- It had been just six weeks since Federal Reserve Chairman Kevin Warsh vowed to reestablish the central bank’s reputation as an inflation fighter. But as he took to the podium to explain why the Fed again sat on the fence Wednesday — and held interest rates steady even as consumer prices keep rising far faster than its target, month after month — Wall Street analysts found the message far from reassuring.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middl