Notícias

Analysts have recently lifted fair value estimates for Marathon Petroleum, with one model pointing to an updated assessment of US$271.59 per share compared with a prior US$265.06. Higher price targets from firms such as Wells Fargo are being linked to views on refining margins, updated strip pricing through 2027, and company specific developments like the Garyville refinery visit and capital plans. As you read on, you will see how these shifting targets fit into the broader analyst narrative...

Affirm stock sinks as Morgan Stanley downgrades it to "Equal Weight." Here’s why the bank is recommending stepping to the sidelines in AFRM shares.

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

The fair value estimate for Phillips 66 has been adjusted from US$190.84 to US$194.11 per share, giving investors fresh context for where analysts currently anchor their price targets. Behind this, recent research focuses on refining margins, tight product inventories, and progress on refining and midstream plans, which analysts link to updated valuation work and earnings expectations. As you read on, you will see how these shifting inputs shape the evolving narrative around Phillips 66 and...

Private credit was supposed to be the safe, sleepy corner of finance where pension money quietly clipped coupons. That story is fraying. Morgan Stanley (NYSE:MS) just capped investor withdrawals at 5% from its $7 billion private credit fund, and Apollo Global Management (NYSE:APO) is again limiting redemptions from its largest non-traded retail private credit fund. ... A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks

The Dow Jones Industrial Average and S&P 500 were up in late-morning trading Thursday, while the Nas

Micron Technology (MU) sees artificial intelligence keeping DRAM memory demand well above supply bey

Following the successful clearance of the 2026 stress test, State Street intends to increase its quarterly dividend 10%.

Morgan Stanley is expected to announce its second-quarter results in July, and analysts project a double-digit earnings growth.

Investing.com -- Morgan Stanley upgraded Qualcomm to Equal-weight from Underweight and increased its price target to $231 from $146 in a note to clients on Thursday after the chipmaker's investor day revealed a $5 billion data center revenue forecast for fiscal 2027 that the bank said "clearly pushes them into the AI beneficiaries category."

Ryman Hospitality Properties (RHP) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

By Naomi Rovnick LONDON, June 25 (Reuters) - Morgan Stanley was among the first Wall Street backers of Market Financial Solutions Ltd., lending credibility to the British private credit business

In the most recent trading session, Morgan Stanley (MS) closed at $220.35, indicating a -2.51% shift from the previous trading day.

The tech sell-off was nerve-wracking for investors, but Morgan Stanley’s Andrew Slimmon feels the market might be getting exactly what it needed. In a recent CNBC interview, Slimmon made the case that AI winners weren’t collapsing due to fundamentals being broken. They fell because the trade became ...

JPMorgan and Bank of America passed the tests with flying colors after the Federal Reserve last year began releasing details of the tests in advance.

(Bloomberg) -- All of the biggest US banks cleared the Federal Reserve’s annual stress test, setting the stage for lenders to boost buybacks and dividends. Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesChipmakers Fall Anew in Run-Up to Micron’s Results: Markets WrapThe Debasement Trade Is Unraveling and Kevin Warsh Is One Big Rea

Financial stocks were decreasing in late Wednesday afternoon trading, with the NYSE Financial Index

Financial stocks were decreasing in Wednesday afternoon trading, with the NYSE Financial Index down

Large national brokerages are offering top financial advisors compensation packages that seem more like acquisitions than hiring incentives.

Investors sought to pull 11.6% of units in the second quarter, but the fund will honor less than half of those requests

Coca-Cola HBC has seen its headline price target adjusted from 4,700 GBp to 4,600 GBp, a small move that still matters if you are tracking the risk and reward trade off at current levels. Analysts link this refinement to a more precise read on valuation, with the cut reflecting tighter headroom rather than a change in the core outlook for growth or margins. Read on to see what this shift could mean for your own view and how to keep up with the evolving Coca-Cola HBC story. Analyst Price...

(Bloomberg) -- Elon Musk is no stranger to financial alchemy. His latest feat: adding billions of dollars of debt onto his cash-burning business empire while simultaneously cutting its annual interest burden.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some RolesSpaceX Falls for Third Day, Erases $600 Billion in Market ValueKorean Stocks Tumble 10% as Extreme Volatility Rattles Investors‘FOMO Really Go

I have been watching the memory chip cycle long enough to know that when Morgan Stanley's Joseph Moore, a 5-star analyst ranked 139 out of 12,314 Wall Street analysts, says something is a "fundamental repricing," it is worth stopping to understand exactly what he means. The note Moore shared ...

SpaceX has barely settled into life as a public company, yet it’s already eyeing a $20 billion bond sale. What could that mean for SPCX investors?

Shares of IT solutions provider CDW (NASDAQGS:CDW) jumped 5.5% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight, citing unexpectedly strong demand for enterprise servers.

Merrill Lynch hires teams based in Florida, Iowa, and California from rivals Wells Fargo, Baird, and Morgan Stanley.

Investing.com -- SPS Commerce Inc (NASDAQ:SPSC) is exploring a potential sale following pressure from activist investors Anson Funds and Irenic Capital, Reuters reported, citing three sources familiar with the matter. According to the report, the company recently tapped Morgan Stanley to assist with the process, which is expected to attract significant interest from private equity firms.

UMB Financial's arm integrates iCapital's DLT into its fund services platform to streamline operations and improve efficiency in alternative investments.

The Wall Street bank says concerns around AI disruption and weak software sales have created an attractive entry point in CDW.

Morgan Stanley (NYSE:MS) has filed for spot Ethereum and Solana ETFs with a 0.14% management fee. The proposed ETFs return 95% of on-chain staking rewards to shareholders. The launch extends Morgan Stanley’s crypto product lineup beyond bitcoin ETFs. The filings intensify the fee competition among large Wall Street crypto ETF providers. Morgan Stanley is a global financial services company with a large footprint in wealth management, investment banking, and asset management. The move into...