Morgan Stanley

Tesla Energy Draws Attention, Praise From Analysts, With Potential AI Boom: 'Gaining Market Share Or The Entire Market Is Growing Dramatically In 2024'
What's Going On With Nvidia, Semiconductor Peers Monday?
Federal Reserve To Follow European Bank's Footsteps, Likely To Cut Rates In September Amid Falling Inflation, Morgan Stanley Predicts
What's Going On With Nvidia, Semiconductor Peers Monday?
Federal Reserve To Follow European Bank's Footsteps, Likely To Cut Rates In September Amid Falling Inflation, Morgan Stanley Predicts
Morgan Stanley To Roll Out OpenAI-Powered Assistant For Financial Advisors: 'Quality And Depth Of The Notes Are Just Significantly Better'
FedEx Q4 Results 'Solid,' 2025 Guidance 'Appropriate,' Freight Spinoff 'Tantalizing Opportunity For Investors': 7 Analysts Size Up Results, What's Next

Morgan Stanley Recent News

SoftBank-Backed Fintech Giant Revolut Eyes Valuation Of Over $40B In Employee Share Sale: Report
In a move that could solidify its status as Europe's most valuable startup, Revolut, a UK-based fintech, is reportedly eyeing a valuation of over $40 billion in an employee share sale.
Broadcom Q2 Earnings Preview: AI-Related Revenue In Focus, Will Partnerships With Meta, Google Shine Through In Results, Guidance?
Broadcom's AI-related revenue is a key area of focus in the Q2 earnings according to analysts. Here's a look at what analysts are saying about the company.
Morgan Stanley Picks This Taiwanese Chip Designer As 'Unique Nvidia Proxy'
They anticipate Aspeed will gain additional traction in smart city and factory projects, which should positively influence the company's gross margins.
Morgan Analyst Analyst Expects AI Growth To Weigh Heavier On Power Grid Than EVs
Morgan Stanley also forecasts 90 megatons of annual carbon dioxide emission from U.S. data centers by 2027, equivalent to emissions of about 14 million gas cars.
57% Of Investors Expect Elon Musk's $56B Pay Package To Be Approved As Tesla Inches Closer To Vote: Poll
Survey finds investors expect Tesla CEO Elon Musk's 2018 pay package to be reinstated by shareholder vote.
NVIDIA 'Marching Toward A Three-Trillion Market Cap': 11 Analysts Size Up Q1 Results As AI Leader 'Shows No Sign Of Slowing Down'
Nvidia stock is up over 200% in the last year. Analysts see more upside and a $3 trillion market capitalization coming after the company's Q1 results and guidance.
Why Did Snowflake Cut Margin Outlook After A Solid Q1? 11 Analysts Dive Deeper
Snowflake reported "strong" results for the quarter, with product revenue growing 34% year-on-year to $789.6 million.
Macy's 'Bold New Chapter' Gains Traction: Analysts Say Retailer Delivers In Q1 Results, While Some Risk Remains
Macy's shares rose on strong earnings and increased outlook. Analysts give positive takeaways.
Lowe's Reports Gains Despite Tough Market Conditions: 8 Analysts Break Down Q1 Results
Lowe's (LOW) reported better-than-expected Q1 results during an exciting earnings season. Analysts have mixed views on the company's performance.
Datadog's Strong Start To 2024: Analysts Optimistic About Ongoing Market Leadership, 'More/Faster Cloud Software Creation Is Better"
Morgan Stanley reiterated Overweight on Datadog with a $137 price target. Truist Securities maintains Buy with $155 target. DA Davidson stays Neutral at $115.
Disney, Comcast Seek Advisor To Figure Out How Much Hulu Is Really Worth: Report
Walt Disney Co and Comcast Corporation are working to resolve a valuation dispute regarding Disney's planned acquisition of Comcast's 33% stake in Hulu, with discussions to hire a financial advisor for an independent valuation after significant discrepancies arose between their respective bank assessments.
El-Erian Warns Fed's Data Dependence Risks Global Market Havoc: 'That Is What We've Got To Keep An Eye On'
El-Erian emphasized the risks associated with the Fed's data-driven policy, especially in light of the weak jobs report.
Mobileye Global Hit By Surprise EV Slowdown; This Analyst Turns Bearish
Mobileye Global reported a 48% year-on-year decline in revenues for the first quarter.
Alphabet's Blockbuster Results Highlight Its Transition From AI Laggard To Going 'On The Offensive': 11 Analysts Revise Forecasts After Q1 Results
Alphabet shares rose after reporting strong Q1 results amid AI hype. Analysts raise price targets, optimistic about growth and AI innovation.
Snap Investors Celebrate Q1 Earnings, But Analysts Aren't Ready To Party Just Yet: 'The Most Expensive Name In Social'
Snap shares up on strong Q1 earnings, with Goldman Sachs, Raymond James, Morgan Stanley, JPMorgan, Oppenheimer analysts weighing in.
Microsoft Q3 Shines Light On 'AI Innovation Cycle': Analysts See 'Plenty Of Runway For Growth'
Analysts highlight the growth of artificial intelligence segments from Microsoft's Q3 report and the opportunity ahead.
Move Over Nvidia: Experts Bullish On Intel's AI Chip, Predict Surge In These Three Global Stocks
Charlie Chan and his team at Morgan Stanley forecast that the total Gaudi shipment volume could hit 300-400k units in 2025, generating $2-3bn revenue for Intel.
Spotify Q1 Earnings Preview: Price Increase, Audiobooks, Taylor Swift Among Top Items To Watch
Music streamer Spotify could increase its revenue with a price increase on subscribers. Analysts weigh in on the monetization efforts.
Alcoa Makes 'Solid Progress' Addressing Operational Concerns, Analyst Is No Longer Bearish
Alcoa Corp. reported Q1 results with a slight revenue beat. Morgan Stanley upgraded Alcoa's rating to Equal-Weight with a $36.50 target price. The company is making progress in cost saving measures and may benefit from IRA tax credits.
American Express' Q1 Wins Keep Analysts Steady In Their Views
American Express (NYSE: AXP) reported Q1 results with 6% card member spending growth. Analysts have mixed views, with some raising PTs and some maintaining ratings.
Morgan Stanley Identifies Top 'Alpha' Stocks In APAC, One With Potential 28% Upside
The global investment bank Morgan Stanley has recently released a list of top "alpha" stocks in the Asia-Pacific region, which includes a South Korean bank with a potential 28% upside.
Why This Tesla Bull Feels More Optimistic About Energy Storage Than Robotaxis Or FSD V12
Tesla recently announced that its cars have driven one billion miles with the help of its full self-driving (FSD) software.
Block's Growth Fueled by Cash App Expansion, Square Ecosystem Focus, Says Analyst
Mizuho analyst maintains Buy rating for Block and raises price target to $106, citing potential upside from Cash App and Square ecosystems.