Amazon spent years telling Wall Street that AWS could become a few hundred billion dollar revenue business. Then on its…
Morgan Stanley sounds the alarm on hyperscaler creditworthiness. Should Microsoft investors be worried?…
Morgan Stanley says the artificial-intelligence boom is entering a more capital-intensive phase, raising a new question for investors in Microsoft…
In February 2026, mortgage rates fell below 6% for the first time in three and a half years, briefly pushing…
Morgan Stanley says disinflation is here, but risks to 2027 rate outlook remain…
SpaceXs acquisition of Cursor could mean big things for Elon Musks company.…
The spending is going up. The margins are going down. Free cash flow is negative. And a Wall Street analyst…
Morgan Stanley flags four catalysts for SpaceX stock through year-end…
Morgan Stanley sees Fed on hold through year-end on disinflation…
Morgan Stanley’s Top Pick Bets on Artist Deals to Unlock Streaming Value…
There is a number making the rounds on Wall Street right now that would have seemed disconnected from reality 12…
Behind the eye-popping $600 price target lies a tower of assumptions.…
Hims & Hers Health (HIMS) reported a mixed Q2, with upside in its US business from branded GLP-1 str…
SpaceX has worked to become a bigger player in AI by acquiring startup Cursor, and that should add considerable value…
Can Bank of Americas diversified banking franchise and lower valuation offer a compelling edge over MS despite Morgan Stanleys strong…
More than 900 million SpaceX shares became eligible for sale on August 6. At midday prices, that tranche was worth…
Hewlett Packard Enterprise has even more room to run as demand for hardware remains strong due to the AI boom,…
On further analysis, Morgan Stanley notes, while revenue and gross profit were in line with forecasts in the June quarter,…
Amazon became the fifth company to reach a $3 trillion market cap on August 3, and its founder quickly moved…
Morgan Stanley says European earnings show strongest season in years…
Morgan Stanley hires BofA’s Kweskin to cover diversified industries…
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Morgan Stanley says moving $700 million of costs into 2026 could improve Citi’s 2028 returns.…
Smurfit Westrock Leads Paper & Packaging Sector, Morgan Stanley Says…
Morgan Stanley index shows industrial momentum rising in July…
Morgan Stanley sees India’s market performance turning positive…
Circle split as Morgan Stanley cuts to Underweight, TD Cowen starts at Buy…
Morgan Stanley updates European property sector performance data…
Morgan Stanley updates European property sector performance data…
TD Cowen thinks a turnaround for Circle Internet Group may be in the cards, yet Morgan Stanley thinks it may…
(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip…
Bristol Myers Squibb (BMY) just gave investors a strong quarter and a bigger outlook. Morgan Stanley read the same report…
Apples earnings reminded investors that the company is not immune to the challenges of the AI race. Shares of Apple…
The investment bank has quickly ramped up its crypto ETF offerings.…
Nine years ago, Tesla nearly drained its cash reserves trying to scale a new vehicle line, a stretch of chaos…
Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta…
Nexus Data Centers is closing in on $15 billion in financing to build an AI campus in Hubbard, Texas, which…
Amazon (AMZN) stock closed the July 31 trading session up 15.32% at $271.58, as it soared following the release of…
Morgan Stanley says that despite doubts about AI spending, there remains a major opportunity for investors.…
Bloom’s raised forecast and wider backlog ease concerns about delays at Oracle’s Project Jupiter.…
Morgan Stanley is the lead banker engaging in advanced talks to lend $15 billion to Nexus Data Centers, CNBC confirmed.…
Morgan Stanley Highlights Top Beverage Stock on Strong Growth…
Besides this second quarter, I had the chance to cover Morgan Stanleys note on RTX in April after their impressive…
In rocketry, Max Q is the moment of maximum aerodynamic stress on an ascending rocket, the point where the physical…
Top China AI Networking Stocks, According to Morgan Stanley…
Its analysts have tempered optimism on the sector, writing that the robot industry faces several headwinds that could slow growth.…
Marina Zavolock, chief European equity strategist at Morgan Stanley, says she hasnt seen such a strong earnings season in Europe…
Chief U.S. equity strategist Mike Wilson says the market rotation bodes well for quality stocks. The firm is overweight on…
Morgan Stanley Names Top Picks in Japan’s Space Sector…
Morgan Stanley Names Top Picks in Japan’s Space Sector…