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21,106 signal articles · 529 in last 24h · 103,813 total before filter · latest 30m ago
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Bloomberg7h agoneutral
Carry Trade Is Powering On as Investors Sidestep Yen’s Gains

(Bloomberg) -- Emerging-market carry trades, some of this year’s most popular foreign-exchange bets, are showing resilience even after joint US-Japan currency intervention dented the appeal of this yen-funded strategy.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met W

Bloomberg8h agobearish
Circle Revenue Misses Estimates as Crypto Markets Mired in Rout

(Bloomberg) -- Circle Internet Group Inc. reported second-quarter revenue that missed Wall Street expectations after circulation of its stablecoin USDC fell from a peak amid a protracted slide in cryptocurrency markets. Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallSpaceX’s AI Spl

Chambal Fertilisers And Chemicals (NSEI:CHAMBLFERT) Stock Fair Value Edges Lower On Margin Concerns
Simply Wall St.14h agoneutral
Chambal Fertilisers And Chemicals (NSEI:CHAMBLFERT) Stock Fair Value Edges Lower On Margin Concerns

The fair value estimate for Chambal Fertilisers and Chemicals has been revised from ₹615.0 to ₹574.5. This resets the reference point many investors use when thinking about upside and downside. This shift reflects changing analyst views on how growth, profitability and execution risk fit together, and what that implies for the stock’s valuation anchor. As you read on, you will see how to track this evolving narrative and what to watch next in the story around Chambal Fertilisers and...

Morgan Stanley (MS) Stock May Be Slightly Overvalued Following New Crypto ETF Launch
Simply Wall St.20h agoneutral
Morgan Stanley (MS) Stock May Be Slightly Overvalued Following New Crypto ETF Launch

Morgan Stanley stock has delivered a very strong 168.9% return over the past three years, and the current checks now point to a price that looks roughly in line with an intrinsic value estimate based on the Excess Returns model and with market based multiples that sit in the about right range. That combination leaves the stock looking less like an obvious bargain and more like one where recent gains and valuation are closely matched. The 168.9% three year return highlights how much value the...

Bloomberg1d agoneutral
Blackstone Has Pitched Mega Debt Package for Anthropic Chip Deal

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

Bloomberg1d agoneutral
Bond Dealers Expect US Will Avoid Signaling Auction Increases

(Bloomberg) -- The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Lead

Bloomberg1d agoneutral
AI Power Demands Spur Builders to Seek Billions in Bank Pledges

(Bloomberg) -- Power utilities across the US are already strained from AI data centers. But they’re increasingly facing an even bigger threat: that developers will be forced to walk away from projects, leaving households on the hook for massive infrastructure bills.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business

Bloomberg1d agobearish
SpaceX’s First Earnings Offer a Chance to Reverse Stock’s Plunge

(Bloomberg) -- SpaceX’s first earnings report following its blockbuster initial public offering is one of the most anticipated events of the summer on Wall Street. Whether it’ll give investors a reason to buy the sinking stock is another matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’

Forkast News1d agoneutral
Wall Street Splits on Circle: $38 Bear vs. $140 Bull Two Days Before Q2

Wall Street has a funny way of looking at the same balance sheet and seeing two entirely different companies. Ahead of Circle’s Q2 earnings on August 5, the analyst community is currently engaged in a high-stakes disagreement over the firm’s future. On one side, you have Morgan Stanley’s James Faucette, who has slashed his price […]

Nasdaq Nears 2% Gains. The Tech Trade Is So Back.
Barrons.com2d agoneutral
Nasdaq Nears 2% Gains. The Tech Trade Is So Back.

Deutsche Bank research strategists said this is part of the rotation into tech after hitting a bottom last week. It marks a reversal of the rotation out of the sector seen in recent months. "We see the rotation into Tech having further to go," they wrote, explaining, "This would be the 5th such rotation in the last 3 years with the market focus repeatedly swinging between stellar growth and bubbles fears at an increasing rate."

Why Circle Internet Stock Is Slumping Today Even After a Fresh Buy Rating
Barrons.com2d agoneutral
Why Circle Internet Stock Is Slumping Today Even After a Fresh Buy Rating

Wall Street is split on Circle Internet Group after two firms issued clashing calls on the stock, with one aggressive downgrade pulling the stock lower. The biggest blow came from Morgan Stanley as analysts cut their rating on Circle shares to Underweight from Equal Weight with a $38 price target, down sharply from $106. Circle stock tumbled 7% to $58.15 shortly after the market opened Monday.

Investing.com2d agoneutral
Circle split as Morgan Stanley cuts to Underweight, TD Cowen starts at Buy

Investing.com -- Wall Street analysts took sharply divergent views on Circle Internet Group on Monday, with Morgan Stanley downgrading the stablecoin issuer to Underweight and slashing its price target, while TD Cowen initiated coverage with a Buy rating, arguing the company's broader financial infrastructure ambitions remain underappreciated.

Morgan Stanley uncovers major Bristol Myers stock signals
TheStreet2d agoneutral
Morgan Stanley uncovers major Bristol Myers stock signals

Bristol Myers Squibb (BMY) just gave investors a strong quarter and a bigger outlook. Morgan Stanley read the same report and kept its rating exactly where it was. (The source of much of this article is a Morgan Stanley report shared with me.) Morgan Stanley sees the stock falling to $40, well ...

Bloomberg2d agoneutral
Morgan Stanley’s Wilson Tips Earnings to Revive Momentum Trade

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

Morgan Stanley spots four overlooked Meta profit engines
TheStreet3d agoneutral
Morgan Stanley spots four overlooked Meta profit engines

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Bloomberg3d agoneutral
Loan Investors Are Pushing Back as Fear Rises

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

Vallourec (ENXTPA:VK) Stock Sees Modest Fair Value Cut As Analysts Split On Outlook
Simply Wall St.4d agoneutral
Vallourec (ENXTPA:VK) Stock Sees Modest Fair Value Cut As Analysts Split On Outlook

Vallourec’s analyst fair value mark has been trimmed from €27.39 to €26.52, highlighting a small reset in what some models see as a central price target area for the stock. Recent research has shown a more mixed tone, with some analysts lifting targets and others moving down toward the €22.30 range as they weigh execution risk and valuation differently. As you read on, you will see how these shifting targets fit into the broader Vallourec story and what to watch as the narrative...

Morgan Stanley (MS) Faces Questions After Mortgage Pressure Allegations Surface
Simply Wall St.4d agoneutral
Morgan Stanley (MS) Faces Questions After Mortgage Pressure Allegations Surface

Allegations have surfaced that Morgan Stanley bankers were pressured to approve mortgages for wealthy clients. The claims focus on internal conduct and risk controls within the wealth management business. Regulators and investors are assessing potential implications for NYSE:MS and its governance practices. Morgan Stanley, trading under NYSE:MS, is facing fresh scrutiny as these conduct allegations intersect with its position as a major wealth manager. The stock last closed at $210.42, with...