News — AI supercycle headlines

GuruFocus.com2d agobearish

Morgan Stanley Cuts South Africa 2026 Growth Forecast to 1.2%

Higher oil prices could pressure consumers, inflation and investment while keeping South Africa's reform trajectory in focus.

24/7 Wall St.2d agobearish

Morgan Stanley Cuts Figma Price Target Despite 46% Revenue Growth: Is AI Competition the Risk?

Morgan Stanley lowered its price target on Figma (NYSE:FIG) to $38 from $44, maintaining an Equal Weight rating following the design software maker’s first-quarter results. The price target cut arrives despite a second straight quarter of accelerating revenue growth to 46% year over year, highlighting an unusual tension in the analyst community. Piper Sandler analyst ... Morgan Stanley Cuts Figma Price Target Despite 46% Revenue Growth: Is AI Competition the Risk?

TheStreet7d agobearish

Morgan Stanley drops one big takeaway in CVS stock earnings beat

Healthcare stocks have had a rough stretch. Rising medical costs, Medicaid pressure, and persistent skepticism about managed care margins have kept investors on edge all year. Walking into a CVS Health earnings report in that environment felt like bracing for bad news. The bad news, however, didn't ...

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TheStreet9d agobearish

Morgan Stanley drops massive AMD stock price target after earnings

You know that feeling when you've been backing a friend's idea for months, and then suddenly the whole room starts paying attention? That's roughly where Morgan Stanley finds itself with Advanced Micro Devices (AMD). For the better part of six months, the firm had been quietly bullish on AMD's ...

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The Wall Street Journal10d agobearish

Corporate Layoffs Are Down 10% This Year, but the AI Reckoning Has Come For Tech

While overall layoffs dropped in the first four months of 2026, AI helped drive more than 85,000 job cuts at technology companies.

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