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UNBELIEVABLE: 2 - The Untold Story

Okta Stock Could Have More Upside After Its 28% Rally, Analysts Say

Okta's growth remains moderate, but its strong margins, free cash flow, and AI potential should support a premium valuation.

Barchart

A $3.5 Trillion Reason to Buy SpaceX Stock Today

Elon Musk believes SpaceX’s revenue will hit $3.5 trillion by 2033. But does that warrant buying SPCX shares today?

Barchart

HDFC Bank shares gain 3% as CEO Jagdishan rejects new term; Morgan Stanley, Jefferies, others weigh in

HDFC Bank share price rose up to 3% on Monday after the lender's Managing Director and CEO Sashidhar Jagdishan opted against reappointment, prompting brokerages to uphold their positive stance on the bank's stock.In light of this announcement, the board has hastened efforts to find a suitable successor. Analysts appreciate this…

The Economic Times

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Elon Musk Predicts $3.5T SpaceX Revenue by 2033; Morgan Stanley Foresees It by 2040

Elon Musk aims for $3.5 trillion in SpaceX revenue by 2033, surpassing Wall Street forecasts. Explore Starlink, AI, and SpaceX's plan to redefine growth and market expectations.

International Business Times UK

Global Market: China stocks steady as property shares offset Biotech, chip losses

Chinese stocks were largely steady on Friday as gains in property shares offset losses in biotechnology and semiconductor stocks. The Shanghai Composite edged up 0.1%, while the CSI300 slipped 0.1%. Hong Kong equities advanced, supported by Wall Street gains and Nvidia’s upbeat outlook, which boosted global AI sentiment.

The Economic Times

Nvidia rises after signaling longer AI spending runway

The world's most valuable company projected 70% revenue growth next fiscal year and forecast current-quarter sales above Wall Street estimates, signaling that the AI spending boom remains intact.

The Economic Times

Cisco Could Be Entering a More Lasting Growth Phase, Says Morgan Stanley

There are several key catalysts, including upgrades to networking equipment, demand for artificial intelligence, and cybersecurity.

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SpaceX's Stock Is Whipsawing Around Its IPO Price. Morgan Stanley Says It's 'Attractively Valued.'

An analyst from the bank said the company's announcement about its intention to spend $100 billion to build a spaceport in Louisiana would increase its launch cadence and position it to top forecasts.

International Business Times

Stocks Slip Ahead of Nvidia Earnings as Bond Yields Rise

The S&P 500 Index ($SPX ) (SPY ) is down by -0.02% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.10%. E-mini S&P futures (ESU26 ) are down -0.03%, and September E-mini...

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Gold Price Predictions: Why Morgan Stanley Sees Gold Prices Breaking Above $5,000 in 2027

Gold has already raced past Morgan Stanley’s earlier target. Could the yellow metal really make its way above $5,000 in 2027?

Barchart

Global market: Mainland China stocks slip as metal shares drop, investors await Jackson Hole cues

Mainland Chinese stocks declined, led by non-ferrous metals, amid Middle East tensions and caution ahead of Jackson Hole. Investors await Fed Chair Kevin Warsh’s remarks for policy clues, while Hong Kong equities also fell. Unitree’s sharp post-IPO decline raised valuation concerns, though Morgan Stanley expects potential catalysts from September.

The Economic Times

TCS-Porsche deal: Why Morgan Stanley, Citi, other brokerages still see up to 20% downside potential

TCS shares rose after the IT major signed a five-year €1.25 billion deal with Porsche AG and agreed to acquire its IT arm, MHP, for €320 million in an all-cash transaction. The acquisition, expected to close in 3–4 months, will deepen TCS’ relationship with Porsche and strengthen its AI transformation…

The Economic Times

Stocks Pause for Nvidia Earnings, Warsh Remarks: Stock Market Today

Investors, traders and speculators expect direction from the leaders of the AI revolution and the world's most important central bank.

Kiplinger

Y Combinator sells Meesho shares worth Rs 970 crore in block deals; Morgan Stanley, Goldman Sachs, Citigroup among buyers

Y Combinator-linked entities sold 4.85 crore Meesho shares worth Rs 970 crore through block deals at Rs 200.01 apiece. Institutional buyers including Nippon India Mutual Fund, HDFC Life, Morgan Stanley, Goldman Sachs and Citigroup acquired significant stakes.

The Economic Times

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Fortune

Target, Starbucks and Nike are writing the 2026 turnaround playbook. Here are the key lessons

We saw potential where the market was wary. Here's why Target's Fiddelke and Starbucks' Niccol are making progress, and Hill bears watching.

The Economic Times

Vishal Mega Mart shares soar 10% after CEO reappointment. Here's why Morgan Stanley sees 41% upside

Vishal Mega Mart surged after the company reappointed Gunender Kapur as Founder, MD & CEO for a five-year term through August 2031. Morgan Stanley retained its ‘Overweight’ rating, saying the move eases succession concerns and provides continuity to the retailer’s growth strategy, while maintaining a Rs 146 target price, implying…

The Economic Times

Lenskart Large Trade: 2.6% equity traded in a $300 million block deal; Softbank Vision likely seller

On Monday, Lenskart Solutions witnessed a noteworthy block deal, with speculation surrounding the SoftBank Vision Fund's possible share divestment. The company's impressive first-quarter results for FY27 showcased net profit soaring by 182.3% and a robust year-on-year revenue increase of 33.6%. Furthermore, enhanced product and EBITDA margins highlighted operational efficiencies. Brokerages,…

Barchart

Duquesne Entered a New Position in Riot Platforms During Q2. What This Means for RIOT Stock.

Stanley Druckenmiller’s Duquesne Family Office entered a new 754,800-share position in Riot Platforms during the second quarter as the company expands into AI data center capacity with a major long-term agreement.

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Fortune

'Capital alone no longer clears a site': Morgan Stanley says data centers' big money era is over

Political backlash must now be "underwritten like land, power or labor," the investment bank said.

The Economic Times

Power Finance Corporation and REC shares fall up to 3% after Morgan Stanley downgrade

PFC and REC shares fell on Thursday after Morgan Stanley downgraded both stocks to Equal-Weight and cut their target prices. The brokerage flagged slower loan growth and lowered earnings estimates for FY28 and FY29. The downgrade comes ahead of the proposed PFC-REC merger, with both stocks already under pressure.

Barchart

Morgan Stanley Just Upgraded Honeywell Aerospace Stock. Here's Why.

Honeywell Aerospace stock rallies on a bullish Morgan Stanley research note. Here’s why analyst Kristine Liwag recommends buying HONA shares at current levels.

Ballotpedia

SEC makes shareholder proposal no-action pause permanent

In this week’s edition of Economy and Society:

Benzinga

Anthropic's Pre-IPO Credit Line Is Growing — and Banks Are Angling for Underwriting Roles

Anthropic’s revolving credit facility is set to exceed its approximately $10 billion target, as the artificial intelligence company lays the groundwork for its highly anticipated initial public offering.

The Economic Times

Anthropic pre-IPO credit facility set to climb past $10 billion

Anthropic is broadening its revolving credit facility past the initial target to prepare for its much-anticipated initial public offering. Multiple banks are looking to partake in the credit line, establishing their positions in the upcoming IPO. Bolstered by a surge in revenue, Anthropic is geared for its entrance onto Wall…

Barchart

How to Play Cerebras Stock Here as Cloud Revenue Surges 287%

Cerebras’ explosive 287% growth in core cloud and services revenue is giving investors a compelling reason to look beyond the Q2 revenue miss. What should be your move?

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