News

Wall Street banks are having their best run in over a decade, while Blackstone Inc. (NYSE:BX), heading into its second-quarter earnings today, has missed nearly all of it. Banks Pull Ahead of Private Capital Shares of the largest U.S. private capital groups have slumped more than 15% this year and over 20% in the past […]

Based on “shareholder yield,” which includes share buybacks, financials yield close to 5%, compared with less than 3% for REITs.

Bank of America CEO Brian Moynihan turned heads during a NewsNation debate, warning that sticky inflation may leave the Federal Reserve with no choice but to raise interest rates again later this year. Moynihan argued that pipeline costs, energy pressures, and persistent household expenses ...

(Bloomberg) -- Wall Street banks have started buying and selling an initial piece of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion, with the biggest private credit deal ever now being offered to a wider pool of investors.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandHegset

Financial stocks were lower in late Wednesday afternoon trading, with the NYSE Financial Index and t

Morgan Stanley‘s (NYSE: MS) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global ... Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Eli Lilly's expanding GLP-1 portfolio and pipeline remain in focus as demand stays strong ahead of its second-quarter earnings results.

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP

Ten dividend stocks all hit their ex-dates in the same four-day stretch, but missing even one buy-by deadline locks you out of the payment entirely. The yields, payout coverage, and last-day-to-buy deadlines vary widely across these names.

Eli Lilly's GLP-1 portfolio, pipeline progress and 2026 acquisitions are driving growth despite pricing pressure and rising competition.

Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) fell 11.3% in the morning session after Morgan Stanley downgraded the company's stock rating from Equal Weight to Underweight. The Wall Street firm kept its price target at $9, implying significant downside from where the stock was trading. Analysts pointed to fundamental challenges in the vulnerability management sector caused by new artificial intelligence-focused competitors. Morgan Stanley noted that this segment was a less defens

The future looks bright for these companies, but that doesn't make them automatic buys right now.

Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.

Existing grid connections could make former mining campuses valuable AI infrastructure, especially when paired with onsite generation that bypasses years-long utility queues.

Zacks.com users have recently been watching Morgan Stanley (MS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Morgan Stanley’s upgrade of Global Payments (GPN) to Overweight has put the stock back in focus, as the broker pointed to execution, product feedback and capital returns as key positives. See our latest analysis for Global Payments. The recent Morgan Stanley upgrade coincides with a strong near term run, with Global Payments showing a 23.16% 1 month share price return and a 9.06% year to date share price return. However, the 5 year total shareholder return is down 54.75%, suggesting current...

Morgan Stanley recently upgraded Global Payments to Overweight, citing improving execution, stronger share repurchase capacity, and constructive feedback on its Genius and Worldpay payment platforms. The brokerage’s focus on Global Payments’ competitive positioning in integrated small-business solutions and enterprise processing highlights how product traction is shaping expectations for the company’s outlook. We’ll now examine how Morgan Stanley’s increased confidence in Global Payments’...

The wirehouse will now let some clients buy and sell various cryptocurrencies on its self-directed platform.

Morgan Stanley leads a $570 billion AI bond market boom as pension funds and insurers bankroll data centers in 2026.

Micron is flush with cash, and could buy back 40% of its stock by 2028.

Scott Melker discusses Morgan Stanley's (MS) E-Trade rolling out crypto trading, allowing users to trade bitcoin (BTC-USD), ether (ETH-USD), and Solana (SOL-USD). "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Sandisk stock is still cyclical, but the end of this cycle looks a long way off.

Morgan Stanley’s Mike Wilson expects stocks to stumble through the seasonally weak late-summer months before a broader rally lifts the S&P 500 to 8,000 by year-end.

BlackRock is leading a debt sale targeting at least $12 billion for its massive new El Paso data-center project backed by Meta Platforms people familiar with the matter said. The world’s largest investment firm, along with its infrastructure and private-credit arms, owns an 80% stake in the Texas data-center project, while Meta Platforms, which will use the data centers, owns the other 20%. BlackRock has been plowing tens of billions of dollars into data-center investments over the past year, including a $40 billion deal to buy Aligned Data Centers.

Dollar Tree, Morgan Stanley, and Accenture recently announced $2.5 billion, $20 billion, and $2 billion buyback plans, respectively, totaling $24.5 billion amid a record year for S&P 500 repurchases.

Morgan Stanley upgraded Global Payments to ‘Overweight,’ saying the competitive positioning for its products would support a durable mid-single-digit growth for the company.

Morgan Stanley has emerged as Wall Street’s chief architect of the financing structures underpinning the AI boom, devising new debt and equity...

The AI boom has transformed the memory chip market into one of technology’s hottest — and tightest — segments. As hyperscale data centers race to build AI infrastructure, demand for high-bandwidth memory (HBM) has exploded, driving DRAM revenue sharply higher while keeping supply under intense pressure. That imbalance isn’t likely to disappear anytime soon. TrendForce ... AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up

Nvidia's GPUs keep getting faster, but a deeper problem is quietly throttling AI's progress and reshaping where the next wave of infrastructure spending lands. Three stocks are positioned to profit from the shift.

Morgan Stanley recently boosted its outlook for Wyndham Hotels & Resorts and other lodging companies, expecting second-quarter results to benefit from strong US room revenue helped by major events like the FIFA World Cup. This upbeat sector view arrives even as Wyndham faces questions about weaker revenue per room, declining returns on capital, and the effectiveness of recent investments. Next, we’ll examine how Morgan Stanley’s optimism about US room revenue resilience interacts with...