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23,949 signal articles · 382 in last 24h · 113,696 total before filter · latest 32m ago
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Wall Street Strategists See Rally Intact After Healthy Tech Drop
Bloomberg66d agoneutral
Wall Street Strategists See Rally Intact After Healthy Tech Drop

(Bloomberg) -- Strategists at some of Wall Street’s biggest banks are looking past Friday’s tech-led selloff, saying earnings growth should support stocks through the end of the year. Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Trump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalWhy Oil’s Not at $200 After the Biggest Supply Shock in HistoryIsrael Strikes Iran After Missile Attack, Imperiling Trump TalksAI Trade Unwind Rocks Korean Trad

How Recent Analyst Shifts Are Rewriting the Story for Exelon (EXC)
Simply Wall St.66d agoneutral
How Recent Analyst Shifts Are Rewriting the Story for Exelon (EXC)

Exelon’s fair value estimate has been trimmed slightly to US$49.33 from US$49.56, keeping the headline price target change relatively small. That modest adjustment sits against mixed analyst commentary, where more cautious views around regulation and recent target cuts contrast with constructive stances from firms like JPMorgan. Some analysts see room for upside if the company sticks to its plan. Read on to see how these shifting targets fit into the broader narrative and what to watch as the...

Morgan Stanley resets CIEN stock target after earnings
TheStreet67d agoneutral
Morgan Stanley resets CIEN stock target after earnings

Ciena (CIEN) just delivered the kind of quarter most companies dream about. Revenue jumped 40%, profit nearly quadrupled, and management raised its full-year outlook. Wall Street liked what it saw. Analyst after analyst lifted price targets on the stock, some by hundreds of dollars. And then shares ...

Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests
24/7 Wall St.67d agoneutral
Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

The Federal Reserve’s asset cap on Wells Fargo came off in 2025. JPMorgan’s board waved through a $50 billion repurchase authorization. Bank of America returned $9.30 billion to shareholders in a single quarter. The post-stress-test capital return cycle is already running, and the cash is being shoveled out the door faster than most retail investors ... Banks Are Paying Again: 5 Financial Dividend Stocks After the Stress Tests

How The Verra Mobility (VRRM) Investment Story Is Shifting After Avis Exit And CEO Change
Simply Wall St.68d agoneutral
How The Verra Mobility (VRRM) Investment Story Is Shifting After Avis Exit And CEO Change

Verra Mobility’s fair value estimate has been reset from US$24.86 to US$9.43, a cut of about 62% that reflects a much more cautious stance in the latest valuation work. This shift lines up with Street research that has turned more guarded after the Avis Budget contract termination and CEO change, even as some analysts point to a valuation reset and potential future contract outcomes as reasons to stay engaged. As you read on, you will see how these evolving views are shaping the current...

How The Halma (LSE:HLMA) Investment Story Is Shifting As Analyst Targets Converge
Simply Wall St.69d agoneutral
How The Halma (LSE:HLMA) Investment Story Is Shifting As Analyst Targets Converge

Halma’s updated fair value is now set at £41.69, compared with the previous £40.33. This puts it broadly in line with price targets that cluster around £45.00, £41.50, 4,500 GBp and 4,150 GBp in recent analyst research. These targets, along with maintained Equal Weight and Neutral ratings, frame an active debate about how much of the revenue and margin story is already reflected in the stock. Read on to see how to interpret these shifting targets and keep track of the evolving analyst...

Morgan Stanley Lifts PT on NetEase, Inc. (NTES)
Insider Monkey69d agoneutral
Morgan Stanley Lifts PT on NetEase, Inc. (NTES)

NetEase, Inc. (NASDAQ:NTES) is one of the top cheap stocks with Strong Buy ratings on Wall Street. Morgan Stanley lifted the price target on NetEase, Inc. (NASDAQ:NTES) to $158 from $154 on May 26 and maintained an Overweight rating on the shares. The firm stated that its revenue estimates are staying “largely unchanged”, but it is […]

Is Micron (MU) One of the Best Cheap Stocks to Buy for Beginners?
Insider Monkey69d agobullish
Is Micron (MU) One of the Best Cheap Stocks to Buy for Beginners?

Micron Technology, Inc. (NASDAQ:MU) is one of the best cheap stocks to buy for beginners. On June 3, Morgan Stanley lifted the price target on Micron Technology, Inc. (NASDAQ:MU) to $1,050 from $520, maintaining an Overweight rating on the shares and stating that there is “no quick fix to the memory shortage” that is going to […]

Bloomberg69d agoneutral
Apollo Wraps Up $35 Billion Debt to Buy AI Chips for Anthropic

(Bloomberg) -- Apollo Global Management Inc. and Blackstone Inc. have finalized a $35 billion financing package for Anthropic PBC to expand its AI infrastructure, marking the latest mega-deal in the artificial intelligence race.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSpaceX Inks $30 Billion Computing Power Deal With GoogleTrump Says

JPMorgan Turns Rosy on Tesla a Day After Dimon Lauds Musk
Bloomberg69d agoneutral
JPMorgan Turns Rosy on Tesla a Day After Dimon Lauds Musk

(Bloomberg) -- The morning after Jamie Dimon offered Elon Musk an audience to talk up SpaceX, JPMorgan Chase & Co.’s new lead autos analyst completely changed the bank’s tune on Tesla Inc.Most Read from BloombergBecerra Advances for California Governor as Hilton Fights SteyerSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PNasdaq 100 Sinks 5% in AI-Led Rout as Yields Climb: Markets WrapWhat to Expect From Apple’s AI, Siri and iOS 27 Launch at WWDCSaylor’s Bitcoin Machine Is Misfiring on Eve

Morgan Stanley makes bold $1.2 trillion bet on AI agents
TheStreet69d agoneutral
Morgan Stanley makes bold $1.2 trillion bet on AI agents

The most consequential business decisions rarely announce themselves. They arrive as a convenience, a small upgrade, a screen you no longer have to look at. By the time you notice what changed, the change has already happened to you. For more than 15 years, the way most employees touched their ...

Bankers’ Sky-High Financial Projections for SpaceX
The Wall Street Journal69d agoneutral
Bankers’ Sky-High Financial Projections for SpaceX

$3.4 Trillion of revenue SpaceX could reach that number in 2040, according to an analysis that Morgan Stanley shared with top investors Thursday. The projections show how bankers are selling the rocket maker’s $1.

3 Financials Stocks That Concern Us
StockStory69d agoneutral
3 Financials Stocks That Concern Us

Financial institutions play a critical role, offering everything from consumer banking to wealth management and specialized financial solutions. But uncertainty about fiscal and monetary policy has tempered enthusiasm, and over the past six months, the industry has pulled back by 2.7%. This drawdown is a noticeable divergence from the S&P 500’s 10% return.

Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040, WSJ reports
Reuters69d agoneutral
Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040, WSJ reports

Morgan Stanley is projecting that SpaceX's revenue could reach $3.4 trillion in 2040, ‌the Wall Street Journal reported on Friday, citing ‌people familiar with the matter. The Wall Street giant is anticipating that ​revenue from SpaceX's AI business will dramatically grow in the coming years, the report said. Elon Musk's SpaceX began meeting with investors on Thursday in its IPO ‌roadshow.