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Big bank earnings on tap: Why these 2 could surprise to the upside
Yahoo Finance Video31d agoneutralVIDEO
Big bank earnings on tap: Why these 2 could surprise to the upside

Big banks are kicking off second quarter earnings season on Tuesday, Jul. 14, with reports from JPMorgan (JPM), Goldman Sachs (GS), Wells Fargo (WFC), Bank of America (BAC), and Citigroup (C). Morgan Stanley (MS) posts its results on Wednesday. RBC Capital Markets analyst Gerard Cassidy shares which banks he thinks could surprise markets and investors.

Morgan Stanley (MS) Stock Looks Above Fair Value Today
Simply Wall St.32d agoneutral
Morgan Stanley (MS) Stock Looks Above Fair Value Today

Morgan Stanley stock has delivered a very strong 186.2% total return over the past 5 years, yet the core valuation checks now suggest investors are paying a premium to own it, with the Excess Returns intrinsic value estimate pointing to a richer price tag than the current fundamentals fully support. A 186.2% 5 year return signals that long term holders have already captured substantial gains, which can reduce the margin of safety for new buyers at today’s valuation. Growing reliance on...

Will Fresh Bond Issuance and Higher Estimates Shift Morgan Stanley's (MS) Earnings Power Narrative?
Simply Wall St.32d agoneutral
Will Fresh Bond Issuance and Higher Estimates Shift Morgan Stanley's (MS) Earnings Power Narrative?

In early July 2026, Morgan Stanley issued a series of fixed-rate, unsecured global medium-term notes across maturities from 2027 to 2033, while also completing a US$50.6 million 4.450% senior note due 2027. At the same time, analysts raised earnings and revenue estimates for Morgan Stanley ahead of its upcoming results, with growing attention on how its capital-raising in bonds and complex structured products aligns with expectations for expanding Institutional Securities and Wealth...

Hidden AI chip supplier poised to blow past Wall Street targets
TheStreet32d agoneutral
Hidden AI chip supplier poised to blow past Wall Street targets

Lam Research has quietly become one of the biggest winners of the AI buildout, and Wall Street has noticed. The chip equipment maker reports fiscal fourth-quarter earnings on July 29, 2026, and analysts are already lining up with a hard-to-miss message. That message comes straight from the people ...

Morgan Stanley drops timely Honeywell stock opinion
TheStreet32d agobearish
Morgan Stanley drops timely Honeywell stock opinion

Honeywell Aerospace (HONA) officially became an independent, publicly traded company on June 29, 2026, and Wall Street has already made up its mind on the stock. The company separated from Honeywell International on June 29, 2026, and landed on the Nasdaq as HONA. The parent kept the HON ticker and ...

Morgan Stanley says stock market rally faces $1.2 trillion question
TheStreet33d agobullish
Morgan Stanley says stock market rally faces $1.2 trillion question

Investors came into July expecting a familiar stock market setup leaning on resilient earnings and AI spending, along with a seasonal stretch favoring equities. Though Morgan Stanley doesn’t feel that setup has gone away, it warns of a much narrower margin for error. There's a major $1.2 trillion ...

Investing.com34d agoneutral
Morgan Stanley more than doubles Lenovo price target on AI-driven growth

Investing.com -- Morgan Stanley revealed in a note on Friday that it has upgraded Lenovo to Overweight from Equal-weight and more than doubled its price target to HK$30 from HK$14.20, arguing that AI-driven demand has fundamentally altered the memory market in a way that materially benefits the Chinese technology giant.

Investing.com34d agoneutral
Software provider CCC Intelligent Solutions weighs sale, Reuters reports

Investing.com -- CCC Intelligent Solutions Holdings Inc (NASDAQ:CCC) is reportedly exploring strategic alternatives, including a potential sale of the business. According to reporting from Reuters, citing sources familiar with the matter, the Chicago-based enterprise has retained Morgan Stanley (NYSE:MS) to spearhead the outreach process, which has already involved initial contact with several private equity firms.

Reuters34d agoneutral
Exclusive-Software firm CCC explores sale, sources say

CCC Intelligent Solutions is exploring a sale of ‌the company, according to three people familiar ‌with the matter. The Chicago-based company, which provides software and AI-powered ​workflow tools, has hired Morgan Stanley to advise on a sale process and has reached out to prospective buyers, including private equity firms, the sources ‌said. CCC and Morgan ⁠Stanley did not immediately respond to Reuters' requests for comment.

Endava (DAVA) Stock Sees Fair Value Cut After Guidance Cuts And Q3 Miss
Simply Wall St.34d agobearish
Endava (DAVA) Stock Sees Fair Value Cut After Guidance Cuts And Q3 Miss

Endava’s fair value estimate has been revised lower from £6.51 to £5.66, a reduction of around 13% that crystallises how analyst expectations have shifted after recent updates. This change sits alongside a mix of cautious and constructive commentary, with some analysts focusing on execution risks and repeated guidance cuts, while others still see room for upside if demand pressures ease. Read on to see how this evolving narrative could matter for your view on Endava and what to watch...

MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?
24/7 Wall St.35d agobullish
MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?

Shares of Marathon Digital (NASDAQ:MARA) are up 18% in midday trading Thursday, changing hands at $14.27. The move puts Marathon Digital stock at the top of the crypto miner leaderboard on July 9, 2026, ahead of peers Riot Platforms (NASDAQ:RIOT), CleanSpark (NASDAQ:CLSK), and TeraWulf (NASDAQ:WULF), all of which are also higher. The rally caps a ... MARA Is Up 19% Today: Is It Outperforming Other Crypto Stocks Like Riot and CleanSpark?