MORGAN STANLEY (MS)

Morgan Stanley Details What Caused NVIDIA’s Blackwell Hiccup, Asserts That The Blackwell Production Ramp-Up Appears “Quite Strong”

Morgan Stanley is out with its take on NVIDIA's Blackwell hiccup, noting that the low-yields issue resulted in a loss of "CoWoS and HBM3e."

Jim Cramer's top 10 things to watch in the stock market Thursday

Wall Street was lower after September inflation data came in slightly hotter than expected and initial jobless claims topped estimates.

Here are Thursday's biggest analyst calls: Nvidia, Microsoft, Netflix, CVS, Honeywell, Nike, AIG, Sunnova & more

Here are Thursday's biggest calls on Wall Street.

Jim Cramer analyzes PepsiCo's share movement in the wake of a revenue miss

As earnings season begins, CNBC's Jim Cramer advised investors on how to analyze stock movements just before reports come out.

Construction underway for Morgan Stanley local HQ

Affirm Stock Upgraded, Shift4 Started At Buy As Fintechs Claw Back

Affirm stock won an upgrade from Morgan Stanley while Barclays initiated coverage of Shift4 with an overweight rating.

Morgan Stanley’s Sheets: 4% Yields Good for Credit Spreads

Andrew Sheets, global head of corporate credit research at Morgan Stanley, sees an environment where higher yields are good for credit spreads and bringing more demand into the market. (Source: Bloomberg)

Deutsche Bank Turns to Morgan Stanley for Commerzbank Advice

Deutsche Bank AG has been speaking with advisers including Morgan Stanley to help evaluate possible responses to UniCredit SpA’s potential takeover of competitor Commerzbank AG, as it wants to remain prepared in an evolving situation.

Some stocks could see further downside as investors sell to save on taxes, Morgan Stanley found

The major averages have enjoyed a strong 2024, but a few names could be marked for steep declines as the year winds down, according to the investment bank.

Tesla robotaxi event: Analysts weigh in on what to expect

Wall Street analysts are weighing in on what they expect to hear from Tesla at the company’s “We, Robot” event on Thursday night and what the ramifications may be for the company.

This 'Best Leading Indicator' Flashes Bullish Signal For S&P 500 Earnings, As Big Banks Tee Up

Another S&P 500 earnings season is upon investors. Here is what to expect as banks tee up.

Verizon Lines Up $10 Billion in Debt for Frontier Acquisition

Verizon Communications Inc. has lined up $10 billion of short-term bank funding to help fund its purchase of Frontier Communications Parent Inc., according to people familiar with the matter.

One Wall Street Titan Thinks NVIDIA’s Blackwell GPU Production Volume Will Hit A Whopping 750K – 800K Units By Q1’25

Morgan Stanley expects NVIDIA's Blackwell-derived revenues to exceed those related to its Hopper architecture in Q1'25.

Should You Buy Apple Stock? Analysts and Billionaires Are Sending Investors Mixed Signals.

Here's what to expect from Apple stock over the long term.

Morgan Stanley Now #51 Largest Company, Surpassing NextEra Energy

BlackRock Showing Third-Quarter EPS Upside on Likely Net Flows Beat, Morgan Stanley Says

BlackRock Showing Third-Quarter EPS Upside on Likely Net Flows Beat, Morgan Stanley Says

Tennet Is Said to Select Banks for IPO of German Operations

Tennet Holding BV has picked banks to help arrange a potential initial public offering of its German operations, according to people familiar with the matter.

Ex-Goldman CFO Returns to Wall Street Atop $55 Billion Housing Giant

Stephen Scherr, the former chief financial officer of Goldman Sachs Group Inc., is seeking a Wall Street comeback by joining the leadership of one of the biggest investors in US housing.

Bloomberg Brief (10/07/2024)

“Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda. Today's guests: James Lord, Morgan Stanley Head of FX & EM Strategy; Cayla Seder, State Street Macro Multi-Asset Strategist. (Source: Bloomberg)

Wall Street Strategists Say Jobs Surprise Bodes Well for Stocks

Two of Wall Street’s top strategists have turned more optimistic about US stocks on signs of a robust labor market, economic resilience and easing interest rates.

Dow Suffers Worst Day In A Month As Rising Bond Yields A New Wrench For Investors

“The bond market is becoming less skeptical” the U.S. will successfully avoid a recession, noted Morgan Stanley strategists.

Morgan Stanley's Slimmon says the U.S. infrastructure sector is 'very powerful,' naming a stock to buy

Investors who want to diversify away from popular names and themes can look at this sector, says Morgan Stanley Investment Management's Andrew Slimmon.

An analyst upgraded Morgan Stanley to a buy. Why we're not ready to follow suit

Shares jumped on Friday after positive Wall Street research and better-than-expected economic data.

Keep buying these top stock picks in October, Morgan Stanley says

The Wall Street investmebnt bank says these stocks are top picks the rest of the way in October.