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Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock
Insider Monkey86d agoneutral
Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Morgan Stanley (NYSE:MS) ranks 9th on this list. Morgan Stanley (NYSE:MS) is another relatively new addition to the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2024. This position […]

One of the Stock Market’s Biggest Bulls Sees a Historic Rally Coming
Barrons.com87d agobullish
One of the Stock Market’s Biggest Bulls Sees a Historic Rally Coming

U.S. stocks are likely set for a historic run over the next two years, with gains not seen on Wall Street since the dot-com era of the late 1990s. The compelling push to mark stocks higher has prompted a response from one of Wall Street’s longstanding bears, who now sees U.S. stocks rising to as high as 8000 points by the end of this year, and to 8300 points over the next 12 months, amid a hot domestic economy, public to private rebalancing, and broadening earnings performance beyond the megacap tech space. Morgan Stanley’s Mike Wilson, famously one of Wall Street’s most skeptical analysts during the bull market that developed after the launch of OpenAI’s ChatGPT in November 2022, sees stocks powering to record highs this year and next, with a 12-month price target for the that would suggest gains of around 130% on a five-year basis.

Morgan Stanley Deepens Digital Bond Push With LTX AI Partnership
Simply Wall St.87d agobullish
Morgan Stanley Deepens Digital Bond Push With LTX AI Partnership

Morgan Stanley (NYSE:MS) has joined AI-driven bond trading platform LTX as a fully integrated liquidity provider. The move connects Morgan Stanley to an electronic corporate bond marketplace that uses AI tools to support trading and liquidity. This development reflects ongoing efforts across fixed income markets to increase electronic trading and improve access to liquidity for institutional clients. Morgan Stanley, trading at $191.88, has delivered a return of 51.9% over the past year and...

How The Story On Advanced Enzyme Technologies (NSEI:ADVENZYMES) Is Evolving Around A ₹370 Fair Value
Simply Wall St.87d agoneutral
How The Story On Advanced Enzyme Technologies (NSEI:ADVENZYMES) Is Evolving Around A ₹370 Fair Value

The fair value estimate for Advanced Enzyme Technologies is held at ₹370, with analysts choosing not to shift their valuation anchor despite refreshed model inputs. That steady price target lines up with commentary that the key question now is execution against the current plan rather than a change in the core story. As you read on, you will see how this stable ₹370 figure fits into the evolving analyst narrative and what it means for your own view on the stock. Stay updated as the Fair Value...

China’s Profit Outlook to Improve Further, Morgan Stanley Says
Bloomberg87d agoneutral
China’s Profit Outlook to Improve Further, Morgan Stanley Says

(Bloomberg) -- Chinese companies’ second‑quarter profit outlook is set to improve after encouraging first‑quarter results, with rising exports and early signs of reflation boosting revenues, according to Morgan Stanley. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysIn the f

China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain
Bloomberg87d agoneutral
China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain

(Bloomberg) -- By any measure, Tom Hu should be in default on a $730,000 bank loan for his plastics business in China. He barely brings in enough revenue to pay expenses and can’t cover the debt costs.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Makes New Offer on Uranium in Response to US, WSJ SaysMamdani Scraps Property Tax Hike, Counts Second-Home RevenueYet rather than calling in

Citi Raises Morgan Stanley (MS) Price Target Following Coverage Transfer
Insider Monkey87d agoneutral
Citi Raises Morgan Stanley (MS) Price Target Following Coverage Transfer

With a 5-year average dividend growth rate of 23.36%, Morgan Stanley (NYSE:MS) is included among the 14 Best Dividend Stocks to Buy for Steady Growth. On May 8, Citi raised its price recommendation on Morgan Stanley (NYSE:MS) to $194 from $170. It reiterated a Neutral rating on the stock. The firm updated targets across the banking sector […]

12 Investment Must Reads for This Week (May 12, 2026)
Wealth Management88d agoneutral
12 Investment Must Reads for This Week (May 12, 2026)

Hedge funds are upping their bets on soyabean oil, which is used to produce biodiesel, amid the global oil market crunch. Morningstar unveiled its latest batch of medalist ratings for evergreen funds. These are among the investment must reads for financial advisors this week.

China Earns $500 Million an Hour From Exports Supercharged by AI
Bloomberg88d agoneutral
China Earns $500 Million an Hour From Exports Supercharged by AI

(Bloomberg) -- The US and Chinese economies may still be on their way to decoupling but both are drawing strength from the same source.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexModi Asks Indians to Stop Buying Gold, Hitting Jewelry StocksJust as an AI-driven boom in business investment bolstered US economic growth at the start of this yea

Morgan Stanley revisits Walmart stock price target pre-earnings
TheStreet88d agoneutral
Morgan Stanley revisits Walmart stock price target pre-earnings

There's a version of Walmart most people still picture. Fluorescent lights, crowded aisles, maybe a cart with a wobbly wheel. That version still exists. But the company Wall Street is paying 43 times forward earnings for? That's a different beast entirely.As of 2026, Walmart is a 63-year-old ...

Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data
Bloomberg88d agoneutral
Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data

(Bloomberg) -- Goldman Sachs & Co and Bank of America Corp are the latest in a growing cohort of Wall Street banks pushing back their forecasts for interest-rate cuts, arguing that both jobs and inflation data make a case for the Federal Reserve to keep rates on hold until at least the end of the year.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Un

How The Omda (OB:OMDA) Investment Narrative Is Shifting As Guidance And Valuation Debates Grow
Simply Wall St.88d agoneutral
How The Omda (OB:OMDA) Investment Narrative Is Shifting As Guidance And Valuation Debates Grow

Omda's fair value price target of NOK 57.0 is unchanged, providing a steady reference point while assumptions around discount rates and growth are fine tuned. Recent analyst research shows price targets moving both higher and lower as models are refreshed after Q4 results, updated revenue outlooks and shifting views on growth drivers such as GLP-1 related and multi condition programs. As you read on, you will see how this evolving narrative can shape the way you track Omda's equity story over...

Morgan Stanley sees writing on wall for Citi before major change
TheStreet88d agoneutral
Morgan Stanley sees writing on wall for Citi before major change

Banks have had a stellar first quarter. The major U.S. banks raked in nearly $50 billion in profits in the first three months of the year, The Guardian reported. That was largely due to Wall Street bank traders, who profited from a volatile stock exchange, Reuters showed. But even without the extra ...

Bloomberg88d agoneutral
Verizon’s Worldwide Hybrid Bond Sale Drive Hits $12 Billion

(Bloomberg) -- Verizon Communications Inc. is selling $4 billion of hybrid bonds in the US dollar investment-grade debt market for the first time after issuing the equivalent of $8 billion of them in other currencies over the last six months.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold, Hitting Jew

Bloomberg89d agoneutral
AI Chipmaker Cerebras Seeks $4.8 Billion in Upsized US IPO

(Bloomberg) -- Cerebras Systems Inc. increased the size of its initial public offering, now seeking to raise as much as $4.8 billion, as demand for the artificial intelligence chipmaker and data center operator’s shares continues to build.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyModi Asks Indians to Stop Buying Gold, Hitting Jewelr

Bloomberg89d agoneutral
Blackstone and Halliburton Said to Invest $1 Billion in VoltaGrid

(Bloomberg) -- Blackstone Inc. and Halliburton Co. are investing a combined $1 billion into VoltaGrid in a deal that values the energy startup at more than $10 billion, according to people familiar with the matter.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Revie

Bloomberg89d agoneutral
US, Iran Wrangle Over Terms of Deal to End War And Reopen Hormuz

(Bloomberg) -- The US and Iran remain far apart on a framework to end their war and reopen the Strait of Hormuz, with President Donald Trump calling the Islamic Republic’s reply to his proposed peace plan unworkable.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Rev

Bloomberg89d agoneutral
Oil Market in ‘Race Against Time’ on Hormuz, Morgan Stanley Says

(Bloomberg) -- The oil market is in “a race against time” as the factors that combined to restrain price rises from the Iran war stand to come under strain if the Strait of Hormuz stays closed into June, according to Morgan Stanley.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan Resp