Morgan Stanley

Goldman Sachs (NYSE:GS) and Morgan Stanley (NYSE:MS) are organizing separate banking teams to work on potential stock market debuts by OpenAI and Anthropic. The move aims to prevent sensitive information from crossing between two direct competitors. The two banks reportedly expect to be involved...

SpaceX signed a $920 million monthly compute-leasing deal with Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL), granting access to roughly 110,000 Nvidia (NASDAQ:NVDA) GPUs across its data centers through mid-2029, days before its landmark public offering. Who Gets An Exit Clause Under the agreement outlined...

Blackstone Inc. (NYSE:BX) has restricted quarterly withdrawals in its $79 billion Blackstone Private Credit Fund after investors asked to redeem a larger slice of shares in the second quarter. • Blackstone stock is trading near recent lows. What’s the outlook for BX shares? Blackstone's...

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big...

Morgan Stanley (NYSE:MS) is prepping the launch of a structured interval fund focused on credit amid increased pressure for liquidity in the private credit sector. • Morgan Stanley stock is trading near recent highs. What’s the outlook for MS shares? The North Haven Strategic Credit...

Morgan Stanley, in collaboration with AI-powered market intelligence and research platform AlphaSense, held a webinar on Wednesday to discuss the misconceptions surrounding AI versus software, as well as the path to growth for both sectors. Keith Weiss, an equity analyst at Morgan Stanley, believes...

Morgan Stanley's Chief U.S. Equity Strategist Mike Wilson claims the broader equity market correction is nearing its end, but his recent warning that memory stocks have “cooled off” stands in stark contrast to their actual breakneck performance. Market’s Worst Might Be Behind Us...

Although Delta Air Lines Inc (NYSE:DAL) reported fourth-quarter earnings ahead of consensus, its midpoint guidance came in below expectations, according to Morgan Stanley. The Delta Air Lines Analyst: Analyst Ravi Shanker maintained an Overweight rating and price target of $90. The Delta Air Lines...

Xpeng Inc. (NYSE:XPEV) has reportedly hired banks to help set up the automaker's flying car unit, Aeroht's Hong Kong public listing. Morgan Stanley, JP Morgan Hired The Chinese automaker has sought the services of Morgan Stanley, as well as JPMorgan & Chase Co., to prepare for the possible IPO...

Tesla Inc (NASDAQ:TSLA) shareholders may not love hearing that the electric vehicle stock has lost one of its top analysts. Morgan Stanley has assigned a new analyst to cover the stock, and he comes in hot with a downgrade on the stock. Tesla stock is among today’s weakest performers. What...

Shares of semiconductor company Sandisk Corporation (NASDAQ:SNDK) are trading higher on Monday after close. Here's a look at the trading activity and the reason for the higher share price after the close of the market. • SNDK is surging to new heights today. Stay ahead of the curve here....

Growth in artificial intelligence PCs could be a key topic when Dell Technologies Inc (NASDAQ:DELL) reports third-quarter financial results Tuesday after market close. • DELL shares are higher today. Get the complete picture here. Here are the earnings estimates, what experts are saying and...

Semiconductor giant Applied Materials (NASDAQ:AMAT) could highlight new AI-related products and how export restrictions to China are impacting the sector when the company reports fourth-quarter financial results Thursday after market close. Here are the earnings estimates, what analysts are saying...

Affirm Holdings, Inc. (NASDAQ:AFRM) shares extended their rally Friday after the company reported late Thursday strong fiscal first-quarter results, which beat analyst expectations and reignited enthusiasm for the buy-now, pay-later firm's growth prospects. The gains came as Affirm also announced...

Netflix Inc. (NASDAQ: NFLX) analysts say they don't think the company's third-quarter results, which missed estimates, warrant too much concern. Analysts highlight the company's advertising growth as the key catalyst for its future success. NFLX is feeling the pressure from bearish momentum. Check...