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China Robotics Firms Line Up IPOs to Pitch Next Phase of AI
Bloomberg73d agoneutral
China Robotics Firms Line Up IPOs to Pitch Next Phase of AI

(Bloomberg) -- China is pitching itself as the global fulcrum for the next phase of artificial intelligence and a legion of robotics companies is lining up initial public offerings to test investor appetite.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAlphabet to Raise $80 Billion in Equity for AI SpendingStocks Rise on Trump’s Iran Re

Morgan Stanley resets Microsoft stock price target
TheStreet73d agoneutral
Morgan Stanley resets Microsoft stock price target

Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...

Morgan Stanley Discusses Microsoft (MSFT) AI Revenue Outlook
Insider Monkey73d agoneutral
Morgan Stanley Discusses Microsoft (MSFT) AI Revenue Outlook

Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing […]

Morgan Stanley sends a message to wealthy clients chasing AI stocks
TheStreet73d agoneutral
Morgan Stanley sends a message to wealthy clients chasing AI stocks

The AI trade made Morgan Stanley's wealthiest clients a lot of money. Now the firm wants them to start looking beyond it. Kathleen Entwistle, managing director and private wealth advisor at Morgan Stanley Private Wealth Management, appeared on CNBC's Fast Money on May 26 to lay out where she is ...

Bloomberg73d agoneutral
For Goldman’s Top Bankers, It’s All AI Data Centers All the Time

(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I

Regulators Didn’t Speak to US Fund at Heart of Segantii Trial
Bloomberg74d agoneutral
Regulators Didn’t Speak to US Fund at Heart of Segantii Trial

(Bloomberg) -- The insider trading trial of hedge fund Segantii Capital Management enters a critical moment this week, as the prosecution wraps up its side of the case following testimony from an official at Hong Kong’s securities regulator. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Sign

Why The Flutter Entertainment (FLUT) Investment Narrative Is Shifting As Expectations And Valuations Reset
Simply Wall St.74d agoneutral
Why The Flutter Entertainment (FLUT) Investment Narrative Is Shifting As Expectations And Valuations Reset

Flutter Entertainment’s fair value estimate has been reset from $187.54 to $162.72, a move that trims the central valuation view by about 13.2%. This adjustment sits alongside a clear split in analyst opinion, with some treating lower targets as a reset of expectations, while others see them as a sign that growth and earnings assumptions may have been too optimistic. As you read on, you will see how this evolving narrative could shape the way you interpret future updates on the stock. Stay...

Morgan Stanley flags unexpected Dell stock update after earnings
TheStreet74d agoneutral
Morgan Stanley flags unexpected Dell stock update after earnings

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

HSBC CEO Pitches HK Clients, Hires More Bankers After Setbacks
Bloomberg74d agoneutral
HSBC CEO Pitches HK Clients, Hires More Bankers After Setbacks

(Bloomberg) -- HSBC Holdings Plc is redoubling efforts to revive its flagging Hong Kong investment banking franchise, deploying its top leadership to win back market share as competition intensifies in Asia’s biggest financial hub.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarQ

Morgan Stanley slashes targets on 3 software stocks after earnings
TheStreet74d agoneutral
Morgan Stanley slashes targets on 3 software stocks after earnings

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

Morgan Stanley revisits NetApp stock price target after earnings
TheStreet74d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

Investing.com74d agoneutral
Saudi contractor MGC seeks up to $799 million in Riyadh IPO

Investing.com -- Saudi Arabia’s Mutlaq Al-Ghowairi Contracting Co. (MGC) is seeking to raise as much as 3 billion riyals ($799 million) through an initial public offering in Riyadh, according to a statement cited by Bloomberg on Sunday.

Morgan Stanley Trims Stanley Black & Decker (SWK) Forecast Despite Operational Progress
Insider Monkey75d agoneutral
Morgan Stanley Trims Stanley Black & Decker (SWK) Forecast Despite Operational Progress

With an annual dividend yield of 4.19% as of May 29, Stanley Black & Decker, Inc. (NYSE:SWK) is included among the Dividend Aristocrats Ranked By Yield: Top 10 Stocks. On May 28, Morgan Stanley cut the firm’s price recommendation on Stanley Black & Decker, Inc. (NYSE:SWK) to $84 from $87. It reiterated an Equal Weight rating […]

How The Fiserv (FISV) Story Is Shifting As Analysts Reset Growth And Valuation Targets
Simply Wall St.75d agoneutral
How The Fiserv (FISV) Story Is Shifting As Analysts Reset Growth And Valuation Targets

Fiserv’s updated fair value estimate has been trimmed from US$84.75 to US$69.96, bringing the modeled target closer to current revenue assumptions and recent model revisions. Bullish and bearish analysts alike are recalibrating around this range, with price targets spanning roughly US$58 to US$65 as they weigh merchant survey data, execution comments, and differing views on the company’s growth reset. As you read on, you will see how these shifting targets shape the evolving narrative and...

Paramount Is Pulling Every Lever to Sell LBO Debt
Bloomberg75d agobearish
Paramount Is Pulling Every Lever to Sell LBO Debt

(Bloomberg) -- Paramount Skydance Corp. stretched, then stretched, then stretched again in its audacious $110 billion takeover bid for Warner Bros. Discovery Inc.Most Read from BloombergAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarSingapore Hands Byju's Founder His First Ever Jail TermNow the companies

Bloomberg75d agoneutral
Danish Pension Blacklists SpaceX Over ‘Catastrophic Governance’

(Bloomberg) -- A $25 billion Danish pension fund that earlier this year made headlines by ditching Treasuries as Donald Trump was threatening to seize Greenland now says it won’t touch SpaceX.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermStrait of Hormuz Ship Transits Are Rising Thanks to Help From USCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekSpaceX Said to Cut IPO Value Goal to at Le

Morgan Stanley resets MongoDB stock price target after earnings
TheStreet76d agoneutral
Morgan Stanley resets MongoDB stock price target after earnings

There is a specific kind of earnings report that is genuinely hard to read. The one that beats on revenue, raises full-year guidance, shows improving margins, but still leaves investors asking whether the most important growth driver has actually arrived yet. MongoDB (MDB) just delivered exactly ...

Morgan Stanley discloses Bitcoin, XRP, SOL holdings
TheStreet76d agoneutral
Morgan Stanley discloses Bitcoin, XRP, SOL holdings

Morgan Stanley (NYSE: MS) disclosed major crypto-related holding in its SEC 13F filing for Q1 2026. It revealed exposure to Bitcoin (BTC), Solana (SOL), XRP and other digital asset-linked equities. The filing shows the Wall Street giant significantly increased its institutional crypto ...

MongoDB climbs after first-quarter beat and stronger full-year guidance (MDB)
InvestorsHub76d agobullish
MongoDB climbs after first-quarter beat and stronger full-year guidance (MDB)

Shares advance as results exceed expectationsMongoDB (NASDAQ:MDB) gained more than 4% in pre-market trading on Friday, adding to a 10. 6% rise from the previous session, after the database software provider delivered first-quarter fiscal 2027 results that surpassed analyst forecasts across key financial metrics and increased its outlook for the full year.

RealTek sees mixed demand trends as second-half visibility remains limited (RLTQY)
InvestorsHub76d agoneutral
RealTek sees mixed demand trends as second-half visibility remains limited (RLTQY)

Morgan Stanley flags uncertainty beyond the first halfMorgan Stanley analysts believe RealTek Semiconductor (USOTC:RLTQY) faces a less predictable operating environment in the second half of 2026, despite solid demand trends across several end markets. Following discussions at the Asia AI Summit, the brokerage said visibility for the remainder of the year remains limited, with business conditions expected to be less favourable than those seen during the first six months of 2026.