(Bloomberg) -- China is pitching itself as the global fulcrum for the next phase of artificial intelligence and a legion of robotics companies is lining up initial public offerings to test investor appetite.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAlphabet to Raise $80 Billion in Equity for AI SpendingStocks Rise on Trump’s Iran Re
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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...
Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing […]
The AI trade made Morgan Stanley's wealthiest clients a lot of money. Now the firm wants them to start looking beyond it. Kathleen Entwistle, managing director and private wealth advisor at Morgan Stanley Private Wealth Management, appeared on CNBC's Fast Money on May 26 to lay out where she is ...
(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I
Zscaler stock rises after Guggenheim analysts upgrade shares to a Buy rating. The firm sees the cybersecurity company’s offerings growing in relevance in the AI world.
Dell stock was gaining again after it unveiled its XPS 13 laptop, a direct rival to the Apple MacBook Neo.
UBS cuts hundreds of jobs across EMEA as the bank accelerates Credit Suisse integration and targets $13.5B in cost savings by 2026.
SpaceX IPO shares are expected to be available through Fidelity, E-Trade, Robinhood, Charles Schwab, and SoFi, but allocations aren’t guaranteed.
SpaceX IPO shares are expected to be available through Fidelity, E-Trade, Robinhood, Charles Schwab, and SoFi, but allocations aren’t guaranteed.
(Bloomberg) -- The insider trading trial of hedge fund Segantii Capital Management enters a critical moment this week, as the prosecution wraps up its side of the case following testimony from an official at Hong Kong’s securities regulator. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Sign
Flutter Entertainment’s fair value estimate has been reset from $187.54 to $162.72, a move that trims the central valuation view by about 13.2%. This adjustment sits alongside a clear split in analyst opinion, with some treating lower targets as a reset of expectations, while others see them as a sign that growth and earnings assumptions may have been too optimistic. As you read on, you will see how this evolving narrative could shape the way you interpret future updates on the stock. Stay...
A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...
(Bloomberg) -- HSBC Holdings Plc is redoubling efforts to revive its flagging Hong Kong investment banking franchise, deploying its top leadership to win back market share as competition intensifies in Asia’s biggest financial hub.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarQ
Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...
Goldman Sachs has underperformed the S&P 500 Index over the past year, and analysts remain moderately optimistic about the stock’s future outlook.
NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...
Investing.com -- Saudi Arabia’s Mutlaq Al-Ghowairi Contracting Co. (MGC) is seeking to raise as much as 3 billion riyals ($799 million) through an initial public offering in Riyadh, according to a statement cited by Bloomberg on Sunday.
With an annual dividend yield of 4.19% as of May 29, Stanley Black & Decker, Inc. (NYSE:SWK) is included among the Dividend Aristocrats Ranked By Yield: Top 10 Stocks. On May 28, Morgan Stanley cut the firm’s price recommendation on Stanley Black & Decker, Inc. (NYSE:SWK) to $84 from $87. It reiterated an Equal Weight rating […]
Fiserv’s updated fair value estimate has been trimmed from US$84.75 to US$69.96, bringing the modeled target closer to current revenue assumptions and recent model revisions. Bullish and bearish analysts alike are recalibrating around this range, with price targets spanning roughly US$58 to US$65 as they weigh merchant survey data, execution comments, and differing views on the company’s growth reset. As you read on, you will see how these shifting targets shape the evolving narrative and...
(Bloomberg) -- Paramount Skydance Corp. stretched, then stretched, then stretched again in its audacious $110 billion takeover bid for Warner Bros. Discovery Inc.Most Read from BloombergAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarSingapore Hands Byju's Founder His First Ever Jail TermNow the companies
As Morgan Stanley has outperformed the Nasdaq Composite over the past year, analysts remain fairly upbeat about the stock’s prospects.
(Bloomberg) -- A $25 billion Danish pension fund that earlier this year made headlines by ditching Treasuries as Donald Trump was threatening to seize Greenland now says it won’t touch SpaceX.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermStrait of Hormuz Ship Transits Are Rising Thanks to Help From USCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekSpaceX Said to Cut IPO Value Goal to at Le
There is a specific kind of earnings report that is genuinely hard to read. The one that beats on revenue, raises full-year guidance, shows improving margins, but still leaves investors asking whether the most important growth driver has actually arrived yet. MongoDB (MDB) just delivered exactly ...
Morgan Stanley (NYSE: MS) disclosed major crypto-related holding in its SEC 13F filing for Q1 2026. It revealed exposure to Bitcoin (BTC), Solana (SOL), XRP and other digital asset-linked equities. The filing shows the Wall Street giant significantly increased its institutional crypto ...
Goldman Sachs and Morgan Stanley are near all-time highs after accelerating earnings and sales growth in the first quarter.
Morgan Stanley believes AppLovin’s AI-powered advertising engine is only beginning to unlock its monetization potential. And this might drive the stock toward a massive $1,100 bull-case valuation.
Moelis (MC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Shares advance as results exceed expectationsMongoDB (NASDAQ:MDB) gained more than 4% in pre-market trading on Friday, adding to a 10. 6% rise from the previous session, after the database software provider delivered first-quarter fiscal 2027 results that surpassed analyst forecasts across key financial metrics and increased its outlook for the full year.
Morgan Stanley flags uncertainty beyond the first halfMorgan Stanley analysts believe RealTek Semiconductor (USOTC:RLTQY) faces a less predictable operating environment in the second half of 2026, despite solid demand trends across several end markets. Following discussions at the Asia AI Summit, the brokerage said visibility for the remainder of the year remains limited, with business conditions expected to be less favourable than those seen during the first six months of 2026.