News

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...

While Morgan Stanley has outpaced the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook about the stock’s prospects.

(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

(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

(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

(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’

Morgan Stanley said that it sees Spotify’s shares being down year-to-date ahead of the company’s likely new product in the coming months, including new AI features, presenting “an attractive opportunity.”

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 […]

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."

Alphabet, Amazon and Meta all raised 2026 guidance

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Morgan Stanley (MS) have what it takes? Let's find out.

RBC Bearings (RBC) is positioned for structural margin expansion following a strong start to fiscal

Cheaper models may pressure API pricing while increasing inference volumes and shifting workloads across cloud, private data centers and edge infrastructure. NVIDIA and on-site power providers appear among the beneficiaries…

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.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.

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 ...

(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 upgrades Korean stocks to overweight with a 9,000 KOSPI target as Samsung and SK Hynix extend losses.

SpaceX's IPO paid Wall Street $100 million and lifted Morgan Stanley past $10 trillion. SpaceX earnings land August 4.

The investment bank has quickly ramped up its crypto ETF offerings.

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 ...

Financial stocks have been among the market’s best performers this month. The Fed’s next move, however, may determine how much further the rotation can run.

Morgan Stanley is betting a wave of upcoming IPOs will deliver windfalls worth tens of billions of dollars in client assets for its wealth management...

(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’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...

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...

Investing.com -- The U.S. Treasury intervened in currency markets on Friday by purchasing yen, joining Japan’s efforts to support the currency from near four-decade lows, the Financial Times reported.

Morgan Stanley recently completed several fixed-income offerings totaling about US$53.27 million, issued a series of senior unsecured fixed-rate notes maturing between 2027 and 2033, and confirmed a total dividend of US$1.15 per share with an ex-dividend date of 31 July 2026. The combination of fresh bond issuance and a continued emphasis on returning cash through a sizable dividend highlights how Morgan Stanley is simultaneously funding its operations and rewarding shareholders through its...

The Standard & Poor's 500 index rose 1.1% this week as hyperscalers showed the mega spend on the art

In their wake, the bank’s wealth management unit suffered an exodus of financial advisors. Wedding-related spending has increased 8.5% year over year so far in 2026, according to Bank of America payments data. Inflation is playing a role, but so is social media: A majority of respondents to a BofA survey said the era of digital connections and scrolling has introduced additional expenses, such as hiring content creators to capture and share the special day.