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Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,465 signal articles · 149 in last 24h · 154,208 total before filter · latest 49m ago
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David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside
Insider Monkey25d agoneutral
David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside

David Einhorn and Morgan Stanley are looking at the same Space Exploration Technologies Corp. (NASDAQ:SPCX) and arriving at almost opposite conclusions. Einhorn’s Greenlight Capital called SpaceX’s $1.75 trillion IPO valuation a marker that a speculative top may be near. Morgan Stanley’s Adam Jonas now says the post-IPO decline has created a “unique opportunity” and carries […]

Morgan Stanley (MS) Faces Mortgage Bond Return Risk From AI Refinancing
Simply Wall St.26d agoneutral
Morgan Stanley (MS) Faces Mortgage Bond Return Risk From AI Refinancing

Morgan Stanley (NYSE:MS) and other mortgage bond investors are assessing how the rapid use of AI in mortgage refinancing could affect income from mortgage-backed securities. Mortgage lenders are using AI tools to speed up refinancing decisions, which can change repayment timelines for home loans that back these securities. Faster refinancing activity can alter cash flow patterns for institutional investors that hold mortgage-backed securities, including large banks and asset managers. The...

Morgan Stanley (MS) is Well Positioned to Benefit from AI Capital Raising
Insider Monkey27d agoneutral
Morgan Stanley (MS) is Well Positioned to Benefit from AI Capital Raising

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Financials ETF”. A letter can be downloaded here. In the quarter ended June 30, 2026, Baron Financials ETF™ (the Fund) increased by 1.82%, underperforming both the MSCI USA Financials Index (up 8.93%) and the FactSet Global FinTech Index (up 6.14%). […]