
Tech investments, active trading and stronger underwriting and advisory businesses are likely to support Zacks Investment Bank industry players, like Morgan Stanley, Schwab and Interactive Brokers.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Tech investments, active trading and stronger underwriting and advisory businesses are likely to support Zacks Investment Bank industry players, like Morgan Stanley, Schwab and Interactive Brokers.
Adam Jonas, Morgan Stanley's lead aerospace analyst, framed the announcement bluntly: "We do not believe investors appreciate the scale of what SpaceX is planning with Starship."

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the commercial spaceflight company could exceed $3 trillion in revenue by 2033. Morgan Stanley Touts $3.5 Trillion Revenue, Elon Musk Chimes in User DogeDesigner took to the social media platform X, sharing an investor note by investment bank Morgan Stanley (NYSE:MS) stating that SpaceX was “attractively valued” and that investors were underestimating Starship’s scale. The note also said that SpaceX could conduct 5,800 St
Musk said in a post on X on Thursday that SpaceX could hit $3.5 trillion annual revenue “roughly around 2033.”

Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.

Elon Musk's SpaceX revenue forecast beats Wall Street by seven years. See what the stock actually prices in.

SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
Pricing strength is masking a more difficult operating picture
Financial stocks were lower in Thursday afternoon trading, with the NYSE Financial Index shedding 0.

Joby Aviation has never looked stronger as a business. Could it be a once-in-a-decade opportunity?
Nvidia (NVDA) delivered solid fiscal Q2 results, supported by a stronger long-term outlook, with man
JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

Lenders say artificial intelligence will help homeowners whose mortgages are ripe for refinancing secure a new, cheaper loan far faster. The result could also squeeze investors in the $9 trillion market for mortgage bonds.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Traders on Polymarket, the cryptocurrency-based prediction market, are pricing in a strong debut for Oura, the Finnish-American maker of the health-tracking smart ring. The market on Oura's closing market capitalisation on its first day of trading gives a 28% probability to a valuation of $20...

Morgan Stanley previously upgraded Dynatrace to Overweight and highlighted its view that the company can sustain strong growth and margin improvement as demand for AI-driven observability and automation increases. At the same time, Dynatrace’s push into AI, including its planned acquisition of Arize to enhance AI model evaluation, underscores how central observability has become to managing complex, AI-infused systems. Next, we’ll explore how Morgan Stanley’s confidence in Dynatrace’s AI...

There are several key catalysts, including upgrades to networking equipment, demand for artificial intelligence, and cybersecurity.

GSR’s Andy Baehr says bitcoin’s $80,000 breakout marks a new regime as ETF demand and short liquidations reset the market.

“Over the last two months investors have shifted to paying up for certainty of cash returns while paring back their willingness to pay for future expected cash returns related to AI investments,” he wrote. Among 16 different stock factors 22V tracks, cash return, defined as dividends and buybacks as a share of net income, has performed the best this year, gaining 14.2% year to date. In addition to worries about profit growth, investors appear to be focused on rising bond yields.

Insurance has spent the past 20 years doing many of the things investors usually appreciate, without getting much credit for them. The industry has returned cash through dividends and buybacks, produced relatively dependable earnings, and attracted famous long-term investors such as Warren Buffett. What it has not done particularly well is turn steady business growth into equally strong profit growth. McKinsey estimates that global insurance premiums have grown at an annual rate of about 4.9% si

Keysight Technologies has notably outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

Morgan Stanley's strong 1H26 growth, improving diversification, IB recovery and solid capital position support its long-term growth prospects.

Morgan Stanley Investment Management’s Vishal Khanduja, a top-performing fixed-income investor, is scaling back bets against long-term US bonds, saying Treasury Secretary Scott Bessent is prepared to do “whatever it takes” to keep yields from rising.

ConocoPhillips (NYSE:COP) is a leading hydrocarbon exploration and production company with operations and activities in 13 countries. The stock has surged by almost 39% since the beginning of 2026 and is currently nearing its all-time high of $138.49, achieved during the energy crunch in 2022. The strong gains are supported by the soaring energy prices […]

ExxonMobil Holdings Corporation (NYSE:XOM) is the largest oil company in the United States, and one of the largest integrated energy companies in the world. The stock hit an all-time high earlier in March and has gained more than 34% this year, fuelled by soaring energy prices and solid earnings amid the disruptions in the Middle […]
Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.

Morgan Stanley (NYSE:MS) has warned that the global economy may be entering a new phase that could reshape bond markets. The bank sees a possible shift in the economic cycle that could lead to higher and more volatile bond yields. Analysts at Morgan Stanley compare the potential path for yields to conditions seen in the decades after World War II. The view carries implications for fixed income portfolios and broader asset allocation decisions for investors. Consider broadening your research...
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.