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THE TRUTH ABOUT: 5 | History Defined

Ford’s EV Pivot Was Disastrous. Now It’s Trying to Compete with Tesla on Energy Storage.

Ford, which failed to meet its ambitious EV targets, is now betting on the energy storage business. Can the company compete with Tesla there?

Barchart

Amazon vs Walmart: Great American race begins for $1 trillion annual sales. How will this benefit customers in rural U.S?

Amazon last year invested $4 billion to bring same-day or next-day deliveries to 4,000 smaller cities, towns and rural communities.

The Economic Times

Battle of the shopping giants as Walmart and Amazon race to speed up deliveries to rural America

Walmart and Amazon are racing to speed up order deliveries in small, rural areas of the USA

The Independent UK

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Crude oil surges 8% in a week to near $110 as Iran war tensions simmer again. Where are prices headed?

Oil prices surged this week as U.S. President Trump and Iran's foreign minister exchanged remarks, dampening hopes for a near-term agreement on ship attacks around the Strait of Hormuz. Brent crude futures rose 7.84% and WTI gained 10.48% amid uncertainty over the fragile ceasefire and the potential for prolonged disruptions…

The Economic Times

Salesforce Received a New $72 Million Contract From the U.S. Air Force. It’s Exciting, But Not a Game-Changer for CRM Stock.

Salesforce's government win adds credibility to its AI push, yet CRM stock still hinges on whether enterprise demand accelerates.

Barchart

GitLab Stock Crashes After AI Job Cuts Trigger Major Analyst Downgrade

GTLB stock fell following a workforce reduction announcement and analyst downgrade.

Barchart

Muthoot Finance shares crash 8% even after Q4 net profit soars 105% YoY. Here’s what Jefferies, Morgan Stanley say

Muthoot Finance's shares plunged over 8% despite reporting a 105% year-on-year surge in net profit to Rs 3,086 crore for Q4 FY26. The company also saw a significant 68.5% rise in revenue and a 95% increase in full-year profit. Analysts from Jefferies and Morgan Stanley maintained 'Buy' and 'Overweight' ratings…

The Economic Times

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Oil Price Today (May 15): Crude oil above $105 as Iran war resolution stagnates. Where is liquid gold headed?

Oil prices climbed Friday amid fears of ship attacks and seizures, despite Iran's claims of safe passage through the Strait of Hormuz. Traders are also watching US-China trade talks closely. Geopolitical tensions remain high, with disruptions significantly tightening global oil supplies and potentially impacting prices until late 2027.

The Economic Times

Cisco (CSCO) Stock Just Hit a Record High Amid Layoffs Announcement

Cisco shares rallied on blowout Q3 earnings and a new round of layoffs affecting nearly 4,000 jobs. Morgan Stanley analysts continue to see CSCO stock as “cheap” at current levels.

Barchart

Jio Financial block deal: Goldman Sachs sells over 26.75 lakh shares worth Rs 62 crore

Jio Financial Services saw a ₹62 crore block deal as Goldman Sachs sold 26.75 lakh shares to Morgan Stanley. The stock gained 1.12% despite weak one-year performance and a 14% YoY profit decline in Q4FY26, even as revenue and AUM posted strong growth during the quarter.

The Economic Times

Why market rose today? Sensex rises 790 points, Nifty closes near 23,700. 5 key drivers behind surge

Indian stock markets are experiencing a significant rally. The BSE Sensex and Nifty 50 indices have climbed over 1 percent each. This surge has added over Rs 3 lakh crore to the market capitalization of BSE-listed companies. The markets are extending gains for a second consecutive session. This positive movement…

The Economic Times

Bharti Airtel shares gain over 2% after Q4 results. Why Morgan Stanley sees more upside

Shares of Bharti Airtel rose over 2% on Thursday despite a 34% YoY fall in March-quarter consolidated net profit to Rs 7,325 crore. Investors focused on strong operational performance, with revenue climbing 16% to Rs 55,383 crore. Growth was led by steady momentum in the India business and resilient Africa…

The Economic Times

Kaynes Technology shares plunge 19%. Why JPMorgan, Nuvama downgraded the EMS stock

Kaynes Technology shares plunged after the company’s Q4 results disappointed investors on multiple fronts, including a revenue guidance miss, weaker balance sheet metrics, and a sharp drop in profit. The stock fell to Rs 3,760.10 on the BSE as brokerages turned cautious following the earnings report.

The Economic Times

TVS Motor shares fall 4% after Q4 results. Here’s why Morgan Stanley, Goldman Sachs remain bullish

TVS Motor Company's shares fell over 4% after reporting a 19% YoY net profit jump to Rs 772 crore for Q4 FY26. Despite a 30% revenue increase, sequential profit declined 8%.

The Economic Times

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The Economic Times

Oil Price Today (May 14): Crude oil above $105 per barrel. Here’s why Trump-Xi meeting is important for Strait of Hormuz

Oil prices edged higher as investors awaited talks between U.S. President Trump and Chinese President Xi Jinping, focusing on economic gains and geopolitical issues like the Iran war. Despite concerns over interest rate hikes, crude futures saw slight increases, with analysts warning of potential price surges if the Strait of…

The Economic Times

US stocks today: Chip stocks lift Nasdaq, S&P to record closing highs; hot inflation kills rate-cut hopes

US stocks advanced with the S&P 500 and Nasdaq hitting record closing highs as AI-linked tech and chip stocks powered gains despite hotter inflation data. Producer prices surged, reinforcing expectations of prolonged Fed tightening. Markets also tracked Trump-Xi talks and rising geopolitical risks, while Morgan Stanley lifted its S&P target.

The Economic Times

Ford shares soar after Morgan Stanley’s bullish call on energy

Ford shares jumped as much as 15% after Morgan Stanley highlighted strong potential in its energy storage business. The broker sees possible supply deals with large commercial clients and hyperscalers, while Ford’s CATL partnership is viewed as a key advantage. Analysts also see growing value in its energy segment.

International Business Times UK

Will Gold Hit $6,300 in 2026? JPMorgan's Bold Forecast Keeps Investors Watching Closely

JPMorgan forecasts gold could reach $6,300 per ounce by 2026, driven by central bank buying and global tensions. Analysts remain divided, with some predicting lower prices.

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The Economic Times

Sensex to hit 89,000? Why Morgan Stanley is betting big on India Inc after 6-quarter slowdown

Morgan Stanley has turned more bullish on India, forecasting the BSE Sensex could rise to 89,000 by June 2027, implying around 15% upside from current levels. Strategist Ridham Desai said India is emerging from a six-quarter earnings slowdown into a stronger growth phase after a “mid-cycle” pause.

The Economic Times

Dr Reddy's shares in focus after Q4 net profit tumbles 86% YoY; Morgan Stanley, Goldman Sachs weigh in

Dr. Reddy's Laboratories shares: The pharma major posted a sharp 86% YoY drop in Q4FY26 consolidated net profit to Rs 221 crore, compared with Rs 1,587 crore a year ago. Following the weak earnings performance, several brokerages cut their target prices on the stock.

The Economic Times

Oil Price Today (May 13): Crude oil snaps 3-day fall ahead of Trump’s China visit. What are experts saying?

Oil prices dipped after a three-day climb as investors monitored the fragile Iran ceasefire and an upcoming U.S.-China summit. The Strait of Hormuz remains effectively shut, impacting global supply and raising inflation concerns, with analysts warning of further price surges if disruptions persist.

Fortune

Your employees are going to live to 100. Is your benefits package ready?

Morgan Stanley leaders argue longevity isn't just a retirement issue — it's a talent, productivity, and retention challenge that demands a new playbook.

The Economic Times

IHCL shares in focus after Q4 results; firm highlights Iran-US war impact. Here’s what Morgan Stanley, other brokerages say

The Indian Hotels Company Limited (IHCL) reported a 15% year-on-year rise in net profit to Rs 600 crore for Q4 FY26, despite a 36% sequential decline. Revenue also saw a year-on-year increase but a sequential dip. The company acknowledged the impact of the Iran-US war on its operations, particularly in…

The Economic Times

Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, Morgan Stanley says

Global hedge funds significantly increased their investments in South Korea, Japan, and Taiwan last week, reaching a decade-high in stock buying. This surge, driven by AI beneficiaries and the region's dominance in the tech supply chain, saw net exposure to these markets hit its highest point since 2010.

The Economic Times

Global Market Update | Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, says Morgan Stanley

Global hedge funds have heavily invested in Asian stocks, particularly in South Korea, Japan, and Taiwan. This buying spree, the largest in a decade, focuses on technology firms. Investors are seeking exposure to artificial intelligence beneficiaries. Major chipmakers in these countries are driving this trend. Asia's tech supply chain is…

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