Stick with high-quality AI bonds as debt worries persist, says Morgan Stanley
Morgan Stanley sees a more attractive entry point in high-quality hyperscaler bonds as investors remain wary of the debt funding the AI build-out.
Every headline mentioning Morgan Stanley from Yahoo Finance, Investing.com and CNBC over the last 30 days, each scored for sentiment and importance. Updated automatically through the trading day.
Morgan Stanley sees a more attractive entry point in high-quality hyperscaler bonds as investors remain wary of the debt funding the AI build-out.
Baird downgraded Nvidia on Wednesday and cut its price target to $200. Morgan Stanley still sees the stock reaching $300, and others also remain bullish. Here's what each side is betting on and what investors should watch next week.
Morgan Stanley and Bank of America pulled Nvidia from their best-ideas lists, but nearly all analysts still rate the stock a Buy.
Former Morgan Stanley technology banker returns to operations to help scale Neo amid growing enterprise demand to secure AIBOSTON, Nov. 11, 2026 (GLOBE NEWSWIRE) -- Neo, the AI security control platform, today announced that Anton Mayr…
Democrats won the outcome investors feared most, yet bond traders barely flinched. Morgan Stanley's Andrew Sheets points to a market pattern he admits could be coincidence, and to two forces that could matter far more to your portfolio…
Investing.com -- Strategists at RBC Capital Markets, JPMorgan and Morgan Stanley have told clients in notes that the recent stock market sell-off may be close to running its course, though they warned that fundamentals still matter…
The S&P 500 could decline to the investment bank’s lower end of its downside target in the coming weeks, which would provide a good opportunity to add risk.
Experts are split on where SpaceX stock will go next.
Shares of financial services companies as varied as Robinhood, Webull, Goldman Sachs, and Morgan Stanley fell sharply on Thursday.
The bank's announcement follows the launch of the Depository Trust & Clearing Corporation’s Tokenization Service, or DTS, on Oct. 28.
Morgan Stanley valued SpaceX slightly below the S&P 500 on projected 2028 earnings and forecast positive free cash flow by 2031.
Geothermal technology is in the early stages of its own shale revolution, Morgan Stanley says.
DigitalOcean Holdings, Inc. entered into an equity distribution agreement on November 2, 2026, with Goldman Sachs & Co. LLC, J.P. Morgan Securities LLC, Morgan Stanley & Co. LLC, BofA Securities, Inc., MUFG Securities Americas Inc.,…
D.R. Horton (DHI), Lennar (LEN) and other homebuilder stocks have rallied despite limited catalysts,
Analysts at Morgan Stanley pointed to a slowdown in a number of bookings metrics in the third quarter as worth picking at.
Fintel reports that on November 3, 2026, Morgan Stanley initiated coverage of Pony AI Inc. - Depositary Receipt (NASDAQGS:PONY) (DUSE:08X) with a Overweight recommendation.
Ben Cowen says a widely expected Q4 market selloff still hit, while Morgan Stanley's Mike Wilson sees a buying chance.
Silicon Valley faces a massive spending reckoning.
Analyst Michael Cyprys cited weak crypto trading activity and doubts about an earnings recovery.
The investment bank downgraded the crypto exchange to underweight from equal weight.
Morgan Stanley says the AI correction is not the end of the bull market
Morgan Stanley’s chief stock-market strategist, Mike Wilson, said the midterm elections are a classic “clearing event” whose outcome at this point doesn’t really matter.
Amazon's (AMZN) cloud computing business is poised for strong performance ahead despite seeing "disa
DTCC's tokenization service went live on Canton Network and private chain Besu, with JPMorgan, Citi and Morgan Stanley among 20 firms signed up.
Fintel reports that on October 26, 2026, Morgan Stanley upgraded their outlook for Safehold (NYSE:SAFE) (DB:J0W) from Underweight to Equal-Weight.Safehold Inc. is a real estate investment company based in the United States, specializing…
The chief stock-market strategist for Morgan Stanley is sticking with a forecast that the S&P 500 will end the year at 8,000, but growing caution is on display as he identified that support for the key semiconductor sector could come…
The average one-year price target for Morgan Stanley - Preferred Stock (NYSE:MS.PRQ) has been revised to $27.51 / share. This is an increase of 10.97% from the prior estimate of $24.79 dated June 8, 2026. These figures represent the…
Amazon.com, Inc. (NASDAQ:AMZN) rose recently after Morgan Stanley named it a top pick and raised its price target to $350 from $335, and the stock now heads into its third-quarter report on October 29. It ranks fourth on our list of the…
Morgan Stanley sees strong upside in Amazon stock.
Morgan Stanley expects a handful of stocks that are reporting quarterly results soon to see big gains. Here's the list
Wall Street’s Big Three have generated $52 billion in equity trading revenue this year, capturing about 80% of the market on rising margin lending to hedge funds.
Global fuel markets are set to remain tight until at least the middle of next year as the second quarter of 2027 will see unusually high planned maintenance that refiners have deferred from this year, Morgan Stanley analysts say.…
In an interview with CNBC, Morgan Stanley’s chief investment officer said he expects market volatility to persist for another two to three weeks.
Cryptocurrency bettors aren’t fully bought into Amazon.com Inc. (NASDAQ:AMZN) hitting $300 or higher in October, even as the tech behemoth braces for its third-quarter financial results. Where’s Your Money on? The betting crowd on…
Today, Oct. 19, 2026, Morgan Stanley's upgrade reinforced Amazon Web Services and AI momentum ahead of October 29 earnings.
Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) jumped 3.3% in the morning session after Morgan Stanley named the company a top pick and raised its price target to $350 from $335.
Amazon.com Inc (NASDAQ:AMZN) shares rose more than 5% on Monday after Morgan Stanley (NYSE:MS) named the company a top pick and raised its price target to $350 from $335. The firm sees roughly 40% upside as Amazon Web Services…
Amazon stock rose in early trading on Monday after Morgan Stanley named it a top pick and raised its price target.
Amazon is likely to gain ground on its AI-focused AWS push, in addition to its agentic and physical AI initiatives, per Morgan Stanley.
Since midsummer portfolio managers have been emphasizing free cash flow, profitability, high margins, strong balance sheets and stable earnings when stockpicking.
The largest banks in the world are eyeing new trading opportunities, speeding up payments and a role for advisers as tokenization takes root in Wall Street.
Fintel reports that on October 16, 2026, Morgan Stanley initiated coverage of Bandwidth (NASDAQGS:BAND) (DB:5XB) with an Equal-Weight recommendation.Bandwidth Inc., based in the United States, is a prominent player in the software and…
Fintel reports that on October 15, 2026, Morgan Stanley upgraded their outlook for Quantinuum (NASDAQGM:QNT) (DB:R5P) from Equal-Weight to Overweight.This rating action follows the firm's prior action on June 29, 2026, when Morgan…
The investment bank upgraded Quantinuum to overweight from equal-weight, with a $62 price target that implies roughly 88% upside from Wednesday's close.
There is something in Morgan Stanley’s latest CIO survey that reframes how investors should be watching Microsoft.
Morgan Stanley topped expectations on the top and bottom lines for the third quarter.
Morgan Stanley (NYSE:MS) reported third-quarter 2026 revenue of $20.3 billion, earnings per share of $3.03 and a return on tangible common equity of 22.6%, extending its streak of quarterly ROTCE above 20% to five quarters. Chairman and…
Bank of America falls after earnings take a hit from the $1.2 billion fine issued by the Treasury Department.
The Septembr CPI report came in hot, and Morgan Stanley's equities trading blew past expectations.