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

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Elon Musk Touts $3.5 Trillion Revenue For SpaceX By 2033, Seven Years Earlier Than Morgan Stanley's Prediction
Benzinga28d agoneutral
Elon Musk Touts $3.5 Trillion Revenue For SpaceX By 2033, Seven Years Earlier Than Morgan Stanley's Prediction

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk says that the commercial spaceflight company could exceed $3 trillion in revenue by 2033. Morgan Stanley Touts $3.5 Trillion Revenue, Elon Musk Chimes in User DogeDesigner took to the social media platform X, sharing an investor note by investment bank Morgan Stanley (NYSE:MS) stating that SpaceX was “attractively valued” and that investors were underestimating Starship’s scale. The note also said that SpaceX could conduct 5,800 St

Prediction market traders bet Oura will list above its $16bn target
Proactive28d agoneutral
Prediction market traders bet Oura will list above its $16bn target

Traders on Polymarket, the cryptocurrency-based prediction market, are pricing in a strong debut for Oura, the Finnish-American maker of the health-tracking smart ring. The market on Oura's closing market capitalisation on its first day of trading gives a 28% probability to a valuation of $20...

How Morgan Stanley’s AI Observability Call on Dynatrace Will Impact Dynatrace (DT) Investors
Simply Wall St.28d agoneutral
How Morgan Stanley’s AI Observability Call on Dynatrace Will Impact Dynatrace (DT) Investors

Morgan Stanley previously upgraded Dynatrace to Overweight and highlighted its view that the company can sustain strong growth and margin improvement as demand for AI-driven observability and automation increases. At the same time, Dynatrace’s push into AI, including its planned acquisition of Arize to enhance AI model evaluation, underscores how central observability has become to managing complex, AI-infused systems. Next, we’ll explore how Morgan Stanley’s confidence in Dynatrace’s AI...

How ‘Cash Returns’ Are Replacing AI Momentum
Barrons.com29d agoneutral
How ‘Cash Returns’ Are Replacing AI Momentum

“Over the last two months investors have shifted to paying up for certainty of cash returns while paring back their willingness to pay for future expected cash returns related to AI investments,” he wrote. Among 16 different stock factors 22V tracks, cash return, defined as dividends and buybacks as a share of net income, has performed the best this year, gaining 14.2% year to date. In addition to worries about profit growth, investors appear to be focused on rising bond yields.

Want Double-Digit Gains From Insurance Stocks? Morgan Stanley Suggests 2 Names to Consider
TipRanks29d agoneutral
Want Double-Digit Gains From Insurance Stocks? Morgan Stanley Suggests 2 Names to Consider

Insurance has spent the past 20 years doing many of the things investors usually appreciate, without getting much credit for them. The industry has returned cash through dividends and buybacks, produced relatively dependable earnings, and attracted famous long-term investors such as Warren Buffett. What it has not done particularly well is turn steady business growth into equally strong profit growth. McKinsey estimates that global insurance premiums have grown at an annual rate of about 4.9% si

Morgan Stanley Sees a New High for ConocoPhillips (COP). Should Investors Buy?
Insider Monkey30d agobullish
Morgan Stanley Sees a New High for ConocoPhillips (COP). Should Investors Buy?

ConocoPhillips (NYSE:COP) is a leading hydrocarbon exploration and production company with operations and activities in 13 countries. The stock has surged by almost 39% since the beginning of 2026 and is currently nearing its all-time high of $138.49, achieved during the energy crunch in 2022. The strong gains are supported by the soaring energy prices […]

Investing.com30d agobullish
Dynatrace upgraded by Morgan Stanley as observability demand boosts growth

Investing.com -- Morgan Stanley upgraded Dynatrace Inc to Overweight from Equal-weight on Tuesday, saying improving demand for observability software, a large customer renewal cycle and stronger artificial intelligence capabilities could drive a sustained acceleration in growth.