Notícias

Morgan Stanley says the bull market has room to run, but higher rates are changing which stocks could lead, putting a premium on companies with strong earnings and cash flow.

United Rentals guidance shift and conference spotlight United Rentals (URI) heads into Morgan Stanley's Laguna Conference after lifting its guidance on stronger than expected construction equipment rental demand, with specialty operations and large project activity drawing fresh attention from investors. Management has pointed to a solid queue of big jobs and heavier use of its specialty fleet as key drivers, while also stressing the role of technology and AI in tightening service quality and...

TD Synnex's (SNX) fiscal Q3 earnings should help the stock regain momentum on strength in its Hyve h

Oracle's (ORCL) fiscal first-quarter results showed surging cloud growth, but margin pressure and a

Morgan Stanley sees massive AI growth ahead for the chip giant

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

Here’s what could happen to ESTC shares next.

Following historic performance, here’s what could happen to CRWD shares next.

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...

Walmart stock keeps falling Friday but some on Wall Street believe it’s an opportunity to buy shares on the cheap.

Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its last earnings call, management revised that estimate up, significantly. The new figure was $1 trillion. Not as a stretch goal. As what they now believe is a real possibility. ...

Morgan Stanley sees U. S. corporate earnings momentum spreading well beyond the largest technology companies, creating opportunities in quality stocks, artificial intelligence adopters, large-cap financials and consumer discretionary goods.

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

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

Overweight maintained as the broker calls the margin ramp increasingly credible

Moby summary of Morgan Stanley Direct Lending Fund's Q2 2026 earnings call

(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’

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

SpaceX's IPO paid Wall Street $100 million and lifted Morgan Stanley past $10 trillion. SpaceX earnings land August 4.

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 ...

EVR posts record Q2 revenues on stronger deal activity and higher AUM, but rising expenses and special charges weighed on earnings.

All three major US stock indexes were down in late-morning trading Wednesday after President Trump v

Most reporting banks in the US have beaten earnings forecasts for the second quarter, driven by favo

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

Charles Schwab just delivered one of its strongest quarters on record, and the stock still dropped. That disconnect caught Morgan Stanley's attention, prompting the firm to double down on its bullish stance. Schwab reported second-quarter adjusted earnings of $1.62 per share on record revenue of ...

Morgan Stanley (MS) is back in focus after recent news highlighted upward revisions in earnings estimates and a track record of topping consensus earnings and revenue forecasts over the past four quarters. See our latest analysis for Morgan Stanley. At a share price of $218.50, Morgan Stanley has a 1 day share price return of 0.97%, a 90 day share price return of 15.82%, and a year to date share price return of 20.12%. The 1 year total shareholder return of 57.35% and 5 year total shareholder...

Wall Street banks are having their best run in over a decade, while Blackstone Inc. (NYSE:BX), heading into its second-quarter earnings today, has missed nearly all of it. Banks Pull Ahead of Private Capital Shares of the largest U.S. private capital groups have slumped more than 15% this year and over 20% in the past […]

Morgan Stanley upgraded Global Payments to ‘Overweight,’ saying the competitive positioning for its products would support a durable mid-single-digit growth for the company.

Does JPM's lower valuation, rising NII and diversified earnings base bolster its case as the better buy compared with MS after blockbuster Q2 earnings?