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Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]

Charles Schwab stock recovered only modestly on Wednesday morning, a day after leading a wide swath of brokerage, bank and other financial stocks lower as AI-fueled competition heats up. Rapid adoption of Meta Platforms' Muse personal AI agent and a growing threat from Altruist, an AI platform for financial advisors that was recently acquired by Vanguard, have highlighted two very different type of risks to Schwab's business.

Royal Caribbean Group (NYSE:RCL) shares are sliding in Wednesday morning trading after the cruise operator confirmed overnight that it has signed an agreement to buy a stake in Sandals and Beaches Resorts. Royal Caribbean Group stock is at $224.03, down 5%, extending a sharp Tuesday decline as the market gets its first session to trade […]

Accelevation extends a recovering underwriting cycle, but final pricing and Morgan Stanley's fee remain undisclosed.

A private meeting with Amgen management left Morgan Stanley with a very different read than the broader market’s.

Morgan Stanley cut Expedia Group, Inc. (NASDAQ:EXPE) to Underweight from Equal Weight on September 16 as a new analyst took over coverage, with a $235 price target about 20% below where the stock had been trading. Analyst Matthew Cost’s argument is that Expedia is losing the race for users. By Morgan Stanley’s count, its monthly […]

Morgan Stanley sees storm clouds gathering over the stock market, and the threats range from bond yields stealing investors away from equities to oil prices quietly strangling consumer spending. The next few months could test whether the bull market has enough resilience to survive them all.

Rack-scale AI systems are improving compute economics while consuming far more electricity, increasing the value of powered sites and onsite generation through 2028.

Key Stats for Booking Holdings StockPrice change for Booking Holdings stock in last 1 year: -23%$BKNG Stock Price as of Sep. 16: $17152-Week High: $225$BKNG Stock Price Target: $239What Happened?Booking Holdings (BKNG) stock is under pressure even though Morgan Stanley just gave the company one of its most bullish calls in the online travel sector.

Morgan Stanley (MS) reached $202.42 at the closing of the latest trading day, reflecting a -1.87% change compared to its last close.

Expedia Group (NASDAQ:EXPE) shares declined 2. 7% in premarket trading after Morgan Stanley initiated coverage of the online travel company with an Underweight rating and a $235 price target.

Coinbase stock jumped 8% on a bearish analyst's upgrade, days after Morgan Stanley warned the market could crack in 30 days.

Novo faces a tougher growth outlook as Morgan Stanley downgrades the stock to Underweight, citing muted growth, patent risks and rising pressure from Lilly.

One date in the next decade is quietly doing all the work in Wall Street’s newest bear case.

Morgan Stanley warns stocks could correct in 30 days. Why investors are watching Monday's open after the AI slowdown pact.

Morgan Stanley keeps Novo price target at 250 DKK

Jim Cramer watched a parade of fintech and blockchain listings ring the opening bell and walked away unimpressed, pivoting instead to a quiet incumbent that just crossed a milestone most new listings can only dream about.

Investing.com -- Morgan Stanley downgraded Peloton to Underweight from Equal Weight on Tuesday, warning that a consumer shift toward strength training and gyms will keep pressure on the connected fitness company's subscriber base.

Bond investors may be watching the wrong risk

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

The forecast would require an extraordinary growth acceleration

Asian stocks were set for broad declines Tuesday after a tech-led selloff on Wall Street outweighed a drop in oil, as traders weighed Treasury Secretary Scott Bessent’s plan to isolate Iran from the global economy.

Morgan Stanley Turns Bearish on Baidu Stock as Advertising Revenue Slumps

FOREIGN EXCHANGE The WSJ Dollar Index is down 0.07 point or 0.07% today to 95.96 —Down for two consecutive trading days —Down 0.30 point or 0.31% over the last two trading days —Largest two-day point and percentage decline since Friday, July 31, 2026 —Off 8.

Cerebras stock crashes after earnings, but Wall Street sees long-term AI upside

The bank maintained its Overweight rating after a strong quarter, but 65 million additional fully diluted shares reduced the value assigned to each share.

Investing.com -- Morgan Stanley downgraded its view on cross-border e-commerce platform Global-e Online to Equal-weight from Overweight, saying the market now better reflects the company’s durable growth and competitive position. The bank nevertheless raised its price target to $44 from $37 as it rolled its valuation framework forward to 2028 and incorporated the impact of the Passport acquisition.

(Bloomberg) -- The price of a key Chinese steel product has dropped to the lowest in almost a decade as a prolonged property downturn sapped construction demand and swelled inventories.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordIran Says Agreement on Hormuz Shipping Reached With OmanTrump Administration Considers Order on Autism and VaccinesIshbia’s Mortgage Firm Suffers Record Drop on Div

(Bloomberg) -- Circle Internet Group Inc. reported second-quarter revenue that missed Wall Street expectations after circulation of its stablecoin USDC fell from a peak amid a protracted slide in cryptocurrency markets. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Spl

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’