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22,293 signal articles · 396 in last 24h · 107,278 total before filter · latest 1h ago
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Investing.com39d agoneutral
Morgan Stanley continues to recommend exposure to the broadening theme

Investing.com -- Morgan Stanley reaffirmed its constructive stance on market broadening trades in a note on Monday, pointing to improving earnings breadth, falling crude prices and semiconductor volatility as forces redirecting investor capital away from crowded momentum positions toward a wider set of beneficiaries.

Bloomberg39d agoneutral
SpaceX Pushes US Share Sales to Record $251 Billion at Midyear

(Bloomberg) -- Wall Street bankers are on a high after record-setting offerings from SpaceX and Google parent Alphabet Inc., lifting expectations for deal activity in the rest of 2026.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt Global Banks to Pull Cas

Bloomberg40d agoneutral
Wall Street Is Abandoning Bets on a Stronger Euro

(Bloomberg) -- Wall Street banks are capitulating on bets for a stronger euro, as markets see the US outpacing Europe on interest-rate hikes for the rest of this year.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardAnthropic’s Mythos 5 AI Model Cleared by US for Wider UseUS Launches Fresh Strikes on Iran Targets After Drone HitsAn Analyst’s Missed Remark Surfaced in Deadly Iran School Strike ProbeTh

Morgan Stanley (MS) Opens Private Markets Wider As Redemptions Test North Haven Fund
Simply Wall St.40d agoneutral
Morgan Stanley (MS) Opens Private Markets Wider As Redemptions Test North Haven Fund

Morgan Stanley (NYSE:MS) is expanding access to its private markets investment strategies by lowering investment minimums and removing accreditation requirements for certain clients. The firm is making these changes within its wealth management business, aiming to open private market exposure to a broader range of investors. At the same time, the North Haven Private Income Fund, which is affiliated with Morgan Stanley, is facing unusually high redemption requests. In response to these...

Figma Inc. (FIG) is One of the AI Names Under $30, Carrying High Short Interest
Insider Monkey40d agoneutral
Figma Inc. (FIG) is One of the AI Names Under $30, Carrying High Short Interest

Figma Inc. (NYSE:FIG) is one of the 10 worst artificial intelligence stocks under $30 according to short sellers. Back on May 15, Morgan Stanley reduced the target price on Figma Inc. (NYSE:FIG) from $44 to $38 while retaining an Equal Weight rating on the stock. The firm informed investors that paid customer conversion, seat expansion, […]

Does Dividend Hike And US$20 Billion Buyback Change The Bull Case For Morgan Stanley (MS)?
Simply Wall St.40d agobullish
Does Dividend Hike And US$20 Billion Buyback Change The Bull Case For Morgan Stanley (MS)?

Morgan Stanley recently announced that it will raise its quarterly common stock dividend to US$1.15 per share from US$1.00 and reauthorize a multi-year share repurchase program of up to US$20.00 billion, alongside issuing new fixed-rate notes maturing in 2027 and 2033. These moves underline management’s emphasis on returning capital to shareholders while continuing to access bond markets for funding, offering fresh insight into how the firm balances shareholder payouts with ongoing financing...

Morgan Stanley Lifts Price Target on Public Service Enterprise Group (PEG)
Insider Monkey40d agoneutral
Morgan Stanley Lifts Price Target on Public Service Enterprise Group (PEG)

Public Service Enterprise Group Incorporated (NYSE:PEG) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. Public Service Enterprise Group Incorporated (NYSE:PEG) is a predominantly regulated energy company that engages in the provision of electric and gas services. On June 24, Morgan Stanley upped its price target on Public Service […]

Morgan Stanley Lifts Price Target on Duke Energy (DUK). Here is Why
Insider Monkey40d agoneutral
Morgan Stanley Lifts Price Target on Duke Energy (DUK). Here is Why

Duke Energy Corporation (NYSE:DUK) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. Duke Energy Corporation (NYSE:DUK) engages in the distribution of natural gas and energy-related services. The company owns and operates a diverse mix of regulated power plants – including hydro, nuclear, solar, battery storage, etc. On June […]

American Electric Power (AEP) Price Target Bumped Up at Morgan Stanley
Insider Monkey40d agoneutral
American Electric Power (AEP) Price Target Bumped Up at Morgan Stanley

American Electric Power Company, Inc. (NASDAQ:AEP) is included among the 12 Best Utility Stocks to Buy Now According to Hedge Funds. American Electric Power Company, Inc. (NASDAQ:AEP) is one of the nation’s largest electricity producers with approximately 29 GW of diverse generating capacity. On June 24, Morgan Stanley lifted its price objective on American Electric […]

Morgan Stanley Cuts Price Target on Cognizant Technology Solutions (CTSH). Here is Why
Insider Monkey41d agobearish
Morgan Stanley Cuts Price Target on Cognizant Technology Solutions (CTSH). Here is Why

With an annual dividend yield of 3.37%, Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is included among the 12 Best NASDAQ Stocks to Buy for Dividends. Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value. On June 23, Morgan Stanley cut its price target on […]

Week’s Best: SpaceX Is Changing Market Indexes. ETF Investors, Take Note.
Barrons.com42d agoneutral
Week’s Best: SpaceX Is Changing Market Indexes. ETF Investors, Take Note.

In the pre- SpaceX days, it didn’t really matter which major index benchmark an investor chose, whether it was constructed by Standard & Poor’s, the Center for Research in Security Prices (CRSP), or FTSE Russell. Results of exchange-traded funds based on indexes could rise or fall based on whether they include SpaceX. Retirement investors need to account for this new risk, writes guest columnist Daniel P. Wiener, founder and former chairman of RWA Wealth Partners.

Morgan Stanley resets Micron stock price target on strong AI demand
TheStreet42d agoneutral
Morgan Stanley resets Micron stock price target on strong AI demand

Wall Street is getting more bullish on Micron Technology, and for good reason. The memory chip giant just wrapped up a quarter that left analysts scrambling to revise their outlooks upward. Morgan Stanley lifted its price target on Micron (MU) stock to $1,200 from $1,050, keeping its ...

Morgan Stanley sees serious reset in U.S. housing market
TheStreet42d agoneutral
Morgan Stanley sees serious reset in U.S. housing market

Borrowing costs briefly dipped below 6% in February, raising hopes of a housing recovery, National Association of Home Builders noted. Rates then rebounded toward 6.5%, where they have remained, and the brief affordability improvement faded before most buyers could act. Many analysts viewed ...

Pitchbook42d agoneutral
Morgan Stanley BDC holds at 5% redemption cap after requests rise to 11.6%

North Haven Private Income Fund, a non-traded business development company affiliated with Morgan Stanley, has received repurchase requests representing about 11.6% of shares outstanding in Q2. The fund will stick to its 5% quarterly redemption cap, fulfilling about 43% of tender requests on a pro rata basis, according to a June 23 investor letter. Morgan Stanley Private Credit said that more than half of the repurchase requests received in Q2 came from investors whose previous repurchase reques

Investing.com42d agobearish
Morgan Stanley flags Fed hike risk if unemployment drops below 4%

Investing.com -- Morgan Stanley has retained its forecast for the Federal Reserve to hold interest rates through year-end, but warned that a drop in unemployment below 4% or persistently elevated inflation could force a rethink in favor of rate hikes.

Bloomberg42d agobearish
SoftBank’s Shares Tumble After Report of OpenAI’s IPO Delay

(Bloomberg) -- SoftBank Group Corp.’s stock fell by 12% on concerns that OpenAI may hold off on an initial public offering until next year and delay returns for its Japanese backer.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapShip Struck in Hormuz as Oil Supertankers Turn Back AgainGrand Ole Opry House Up For Sale by Owner Ryman Hospital

Bloomberg43d agobullish
China’s Hardware Tech Stocks Look to Earnings to Sustain Rally

(Bloomberg) -- Chinese hardware technology stocks have been on a tear. The next challenge is showing the earnings to back it up.Most Read from BloombergInvestor Who Scored 900% Win in 2008 Crisis Has New Big Short BetApple Shares Sink After Price Hikes Hit iPads and MacsStocks Whipsaw as Micron Surges While Apple Sinks: Markets WrapGrand Ole Opry House Up For Sale by Owner Ryman HospitalityShip Struck in Hormuz as Oil Supertankers Turn Back AgainA surge in AI infrastructure spending by hyperscal

Marathon Petroleum (MPC) Stock Fair Value Edges Higher After Analyst Target Increases
Simply Wall St.43d agoneutral
Marathon Petroleum (MPC) Stock Fair Value Edges Higher After Analyst Target Increases

Analysts have recently lifted fair value estimates for Marathon Petroleum, with one model pointing to an updated assessment of US$271.59 per share compared with a prior US$265.06. Higher price targets from firms such as Wells Fargo are being linked to views on refining margins, updated strip pricing through 2027, and company specific developments like the Garyville refinery visit and capital plans. As you read on, you will see how these shifting targets fit into the broader analyst narrative...

Banks Get the Go-Ahead to Hike Dividends. Where the Best Yields Are.
Barrons.com43d agoneutral
Banks Get the Go-Ahead to Hike Dividends. Where the Best Yields Are.

Banks have been going on a dividend spree after sailing through the Federal Reserve’s latest stress test. Major banks rushed to announce increased dividends and buyback programs after acing the Fed’s latest test of their financial health. JPMorgan Chase Morgan Stanley Citigroup and Goldman Sachs all announced divided increases, while JPMorgan Chase and Morgan Stanley also detailed new buyback initiatives.

Phillips 66 (PSX) Stock Sees Modest Fair Value Lift As Analysts Rework Targets
Simply Wall St.43d agoneutral
Phillips 66 (PSX) Stock Sees Modest Fair Value Lift As Analysts Rework Targets

The fair value estimate for Phillips 66 has been adjusted from US$190.84 to US$194.11 per share, giving investors fresh context for where analysts currently anchor their price targets. Behind this, recent research focuses on refining margins, tight product inventories, and progress on refining and midstream plans, which analysts link to updated valuation work and earnings expectations. As you read on, you will see how these shifting inputs shape the evolving narrative around Phillips 66 and...

A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks
24/7 Wall St.43d agoneutral
A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks

Private credit was supposed to be the safe, sleepy corner of finance where pension money quietly clipped coupons. That story is fraying. Morgan Stanley (NYSE:MS) just capped investor withdrawals at 5% from its $7 billion private credit fund, and Apollo Global Management (NYSE:APO) is again limiting redemptions from its largest non-traded retail private credit fund. ... A Private Credit Veteran Warns ‘A Canary in the Coal Mine Is Coming’ as a $1.8 Trillion Market Cracks