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Research analysts from the investment bank recently published a report outlining some key themes surrounding the AI chip market.
Morgan Stanley stock has delivered a very strong 186.2% total return over the past 5 years, yet the core valuation checks now suggest investors are paying a premium to own it, with the Excess Returns intrinsic value estimate pointing to a richer price tag than the current fundamentals fully support. A 186.2% 5 year return signals that long term holders have already captured substantial gains, which can reduce the margin of safety for new buyers at today’s valuation. Growing reliance on...
In early July 2026, Morgan Stanley issued a series of fixed-rate, unsecured global medium-term notes across maturities from 2027 to 2033, while also completing a US$50.6 million 4.450% senior note due 2027. At the same time, analysts raised earnings and revenue estimates for Morgan Stanley ahead of its upcoming results, with growing attention on how its capital-raising in bonds and complex structured products aligns with expectations for expanding Institutional Securities and Wealth...
Lam Research has quietly become one of the biggest winners of the AI buildout, and Wall Street has noticed. The chip equipment maker reports fiscal fourth-quarter earnings on July 29, 2026, and analysts are already lining up with a hard-to-miss message. That message comes straight from the people ...
Honeywell Aerospace (HONA) officially became an independent, publicly traded company on June 29, 2026, and Wall Street has already made up its mind on the stock. The company separated from Honeywell International on June 29, 2026, and landed on the Nasdaq as HONA. The parent kept the HON ticker and ...
Investors came into July expecting a familiar stock market setup leaning on resilient earnings and AI spending, along with a seasonal stretch favoring equities. Though Morgan Stanley doesn’t feel that setup has gone away, it warns of a much narrower margin for error. There's a major $1.2 trillion ...
The 60/40 portfolio held up for decades, but retirees facing 25 or 30 years of rising food, housing, and healthcare costs are discovering a critical flaw baked into the bond-heavy half of that equation.
Taiwan Semi, Goldman and GE Aerospace are big earnings due with the market improving. Nvidia, Sandisk, Micron, Robinhood are near buy points.
TeraWulf Inc. (NASDAQ: $WULF) is reportedly preparing a $3.5 billion debt raise to fund construction at its Justifi...
Investing.com -- Morgan Stanley revealed in a note on Friday that it has upgraded Lenovo to Overweight from Equal-weight and more than doubled its price target to HK$30 from HK$14.20, arguing that AI-driven demand has fundamentally altered the memory market in a way that materially benefits the Chinese technology giant.
GS heads into Q2 earnings release with strong IB and trading momentum, as revenues are expected to rise on market activity and higher advisory fees.
Evaluate the expected performance of Morgan Stanley (MS) for the quarter ended June 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Morgan Stanley (MS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.
Investing.com -- CCC Intelligent Solutions Holdings Inc (NASDAQ:CCC) is reportedly exploring strategic alternatives, including a potential sale of the business. According to reporting from Reuters, citing sources familiar with the matter, the Chicago-based enterprise has retained Morgan Stanley (NYSE:MS) to spearhead the outreach process, which has already involved initial contact with several private equity firms.
CCC Intelligent Solutions is exploring a sale of the company, according to three people familiar with the matter. The Chicago-based company, which provides software and AI-powered workflow tools, has hired Morgan Stanley to advise on a sale process and has reached out to prospective buyers, including private equity firms, the sources said. CCC and Morgan Stanley did not immediately respond to Reuters' requests for comment.
The second quarter was supposed to be a severe test for airlines but Delta’s earnings Friday will likely signal that U.S. carriers passed with flying colors.
Endava’s fair value estimate has been revised lower from £6.51 to £5.66, a reduction of around 13% that crystallises how analyst expectations have shifted after recent updates. This change sits alongside a mix of cautious and constructive commentary, with some analysts focusing on execution risks and repeated guidance cuts, while others still see room for upside if demand pressures ease. Read on to see how this evolving narrative could matter for your view on Endava and what to watch...
By Gertrude Chavez-Dreyfuss NEW YORK, July 9 (Reuters) - U.S. equity funding markets remain stretched in the wake of last month's spike in short-term borrowing costs, as near-record stock prices and a
Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?
Investment banking advisory firms are expected to benefit from large corporate M&A activity, though
(Bloomberg) -- One notable group has been absent from the 2026 stock rally: the American tech giants that have charged a nearly four-year bull run.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Magnifi
Scorpio Tankers' (STNG) recent deleveraging efforts and disciplined, returns-focused approach to ren
Morgan Stanley Expansion Capital has invested in Viken Detection to support the growth and rollout of advanced X-ray imaging and sensing technologies. The partnership focuses on non-intrusive inspection tools used across security, industrial, and government applications. The deal underlines Morgan Stanley's interest in tech-driven businesses beyond its core banking operations. Morgan Stanley (NYSE:MS) is drawing fresh attention from investors with this move into X-ray imaging and sensing,...
In the most recent trading session, Morgan Stanley (MS) closed at $218.07, indicating a -1.79% shift from the previous trading day.
Gilead Sciences, Inc. (NASDAQ:GILD) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. On June 30, Morgan Stanley kept its Buy rating on Gilead Sciences, Inc. (NASDAQ:GILD) and maintained its price target of $168. The research firm’s positive view is based on a number of factors, including the company’s growth outlook […]
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