
MKTX's international expansion, platform innovation and strong cash generation support growth, but U.S. credit weakness and valuation warrant caution.
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MKTX's international expansion, platform innovation and strong cash generation support growth, but U.S. credit weakness and valuation warrant caution.

Goldman Sachs estimates that the total number of robotaxis on the road will increase from around 7,000 last year to 1 million by 2030
Supply constraints may be leaving more upside on table

The latest trading day saw Morgan Stanley (MS) settling at $211.04, representing a -1.07% change from its previous close.
Bond investors may be watching the wrong risk

A global bond selloff pushed the 10-year Treasury yield to 4.79% this afternoon, above its prior 52-week high of 4.75% set on July 31. Rising long rates typically help banks, yet the money-center group is soft, and so is the sector fund. Notably, the Financial Select Sector SPDR ETF (NYSEARCA:XLF) was is 5% year to […]
Welltower (WELL) and other senior housing REITs could see stronger growth in 2027 as occupancy rises

Morgan Stanley sees massive AI growth ahead for the chip giant

GS's IB fees jump 52% in 1H26, fueled by broad-based gains. A record advisory backlog could keep momentum going.

KRE bundles roughly 140 regional banks into one tidy package, but that diversification comes at a quiet cost to dividend growth and total return that most income investors never stop to measure.

Robinhood Markets (NASDAQ:HOOD) shares rose 2. 4% in pre-market trading after Morgan Stanley upgraded the fintech brokerage to “Overweight” from “Equalweight” and increased its price target to $150 from $124.

Robinhood Markets stock has often moved with the price of Bitcoin but not today. Shares of the mobile trading platform were up 2.7% ahead of the open Tuesday, even as other crypto-exposed stocks Coinbase Global and Strategy were down more than 2%. Bitcoin was down 1% to $77,898.

As Morgan Stanley has outperformed the Dow Jones Industrial Average over the past year, analysts remain fairly upbeat about the stock’s prospects.
Demographics are creating a durable new real estate opportunity

A number that’s unparalleled in modern corporate history is attracting attention on Wall Street.

The game-changer could boost a little-known tech company that’s critical to internet infrastructure.

HP just beat earnings, yet one Wall Street firm thinks the stock still has a long way to fall.

Investment banks are poised for growth as deal activity, trading and technology spending create opportunities for Morgan Stanley, Schwab and IBKR.

Marvell just gave Wall Street a strong quarter, and one major bank became more confident about where the money is coming from.

Morgan Stanley explains what $40 trillion in national debt means for households and companies.

David Einhorn and Morgan Stanley are looking at the same Space Exploration Technologies Corp. (NASDAQ:SPCX) and arriving at almost opposite conclusions. Einhorn’s Greenlight Capital called SpaceX’s $1.75 trillion IPO valuation a marker that a speculative top may be near. Morgan Stanley’s Adam Jonas now says the post-IPO decline has created a “unique opportunity” and carries […]

Morgan Stanley (NYSE:MS) and other mortgage bond investors are assessing how the rapid use of AI in mortgage refinancing could affect income from mortgage-backed securities. Mortgage lenders are using AI tools to speed up refinancing decisions, which can change repayment timelines for home loans that back these securities. Faster refinancing activity can alter cash flow patterns for institutional investors that hold mortgage-backed securities, including large banks and asset managers. The...

Here’s what could happen to ESTC shares next.

Following historic performance, here’s what could happen to CRWD shares next.
Morgan Stanley expects investor focus to shift to readouts from the next part of the same trial in patients with severe hypertriglyceridemia due in the back half of the year and other second-half readouts.

Wells Fargo is expanding its wealth business by recruiting independent advisers and upgrading technology. Can the revamp drive stronger growth?

Barclays has gained 34.2% over the past year as core growth and stronger earnings support momentum, while elevated costs and regulatory demands pose risks.

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF™ (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]
The forecast would require an extraordinary growth acceleration
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