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HISTORICAL FACTS: 12 - The Untold Story

Morgan Stanley's Lisa Shalett Says Nvidia At the Center Of A Possible 'Cisco Moment' For AI In 24 Months: 'Not Going To Be Pretty'

Lisa Shalett, the chief investment officer at Morgan Stanley’s (NYSE:MS) wealth management business, has expressed her concerns about the current market boom, which she believes is heavily reliant on massive capital investments in generative artificial intelligence.

Benzinga

Global Copper Surplus Set To Flip Into Deficit, M&A Not A Solution

The global copper market is going from surplus to shortage, according to the latest International Copper Study Group (ICSG) report. The 178,000-ton surplus projected for 2025 could flip to a 150,000-ton deficit as supply struggles to keep pace with demand.

Benzinga

Analysts Say Micron Has ‘More Room to Run.’ Should You Buy MU Stock Here?

Micron’s AI-fueled rally may not be done yet, but investors should weigh the memory boom’s upside against a potential cyclical cooldown.

Barchart

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IPhone 18, iPhone Fold Rumours: Apple's New Phones and AI Tech To Spark 'Massive Upgrade' Cycle

The upcoming iPhone 18 and iPhone Fold could trigger better and stronger upgrade cycle in 2026. They could also bring Apple more sales.

International Business Times UK

Eli Lilly To Rally More Than 12%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley's top analyst is 'very concerned'

The long bull market since 2022 is a "one-note narrative" since the explosion of ChatGPT, according to Lisa Shalett, CIO of Morgan Stanley Wealth Management.

Fortune

Elon Musk Names Former Morgan Stanley Banker Anthony Armstrong As xAI CFO Amid $200 Billion Valuation Push: Report

Elon Musk has reportedly appointed former Morgan Stanley (NYSE:MS) banker Anthony Armstrong as the new chief financial officer of his artificial intelligence firm xAI.

Benzinga

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Here's Why Paul Tudor Jones Just Called Bitcoin 'Very Very Appealing'

Billionaire investor Paul Tudor Jones has pointed out Bitcoin (CRYPTO: BTC) as an appealing asset in the current market conditions.

Benzinga

Trump's tariffs may be bringing in a lot of revenue but they've also been a 'tax on capital, so far,' top economist says

The “mystery” of the 2025 economy is vastly different from the record profit margins of 2021 and 2022, Morgan Stanley’s Michael Gapen says.

Fortune

Micron Technology Analyst Turns Positive On Potential For Double-Digit Price Hikes, Higher Earnings

Micron Technology Inc (NASDAQ:MU) can potentially generate substantially higher earnings ahead, driven by multiple quarters of double-digit price hikes, according to Morgan Stanley.

Benzinga

Microsoft To Rally More Than 30%? Here Are 10 Top Analyst Forecasts For Monday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Goldman Sachs, Morgan Stanley To Lead Amazon-Backed Beta Technologies $300M GE Deal And IPO As Military-Trained Electric Aircraft Firm Expands

Beta Technologies, an electric aircraft manufacturer backed by Amazon (NASDAQ:AMZN), on Monday filed for an initial public offering in the U.S. at a moment when Wall Street’s appetite for growth stories has rarely been stronger.

Benzinga

Wall Street Can’t Get Enough of Alibaba Stock. Should You Buy BABA Here?

Alibaba’s AI bets and global expansion excite investors, though heavy spending clouds its near-term profitability.

Barchart

The iPhone 17 series is reportedly selling well – but one model is lagging behind

Morgan Stanley reports higher demand than expected for most iPhone 17 models, but demand for the iPhone Air is weaker.

TechRadar

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Digital Camera World

Adobe has been posting record-breaking profits. Stock market analysts say it’s not enough. Is bringing more AI models to Creative Cloud Adobe’s new strategy?

Adobe has been posting record-breaking profits, so why have analysts at Morgan Stanley downgraded Adobe's stock rating?

Benzinga

Apple To Rally Around 17%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

Robinhood Stock Is Hitting New Highs Today: What's Driving Shares Higher?

Robinhood Markets Inc (NASDAQ:HOOD) shares are hitting new all-time highs on Thursday following positive analyst coverage from BofA Securities.

The Guardian - UK

Rachel Reeves could raise £45bn in taxes and keep promises, report says

Chancellor has ways to cover UK deficit without breaching spirit of Labour manifesto, Morgan Stanley claims

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Barchart

This ‘Strong Buy’ Stock Is Staring Down a $3 Trillion Opportunity

With robust cash flow, a streamlined focus on hard disk drives, and Wall Street betting on a 32.9% surge in revenue next year, Western Digital stands out as a leading beneficiary of the global shift toward AI-powered storage.

Benzinga

The Insider Report: Are Bulls Allowed to Ever Rest?

Bulls finally took a breather last week, and despite hitting new all-time highs across the board, stocks finished lower. The Nasdaq was down the most, as it sold off 0.65%. The SP 500 was down 0.31%, while the Dow Jones Industrial Average was down 0.15%. Crypto also saw some major…

Benzinga

What's Going On With Celsius Holdings Stock Today?

Shares of Celsius Holdings Inc. (NASDAQ:CELH) jumped on Tuesday, extending a week-long streak of gains for the energy company’s stock. Morgan Stanley upgraded its rating to Overweight and raised the price target to $70 from $61.

Barchart

Dear AppLovin Stock Fans, Mark Your Calendars for October 1

The soon-to-be-launched tool for non-gaming advertisers has led to a significant rally in the stock.

Benzinga

Morgan Stanley, Charles Schwab, Leidos And More On CNBC's 'Final Trades'

On CNBC's “Halftime Report Final Trades,” Joe Terranova, senior managing director at Virtus Investment Partners, picked Morgan Stanley (NYSE:MS) as his final trade.

Evening Standard

FTSE 100 held back by weak oil after bright start

The FTSE 100 index closed up 0.2% at 9,299.84.

Barchart

As Morgan Stanley Moves to Offer Crypto Trading, Should You Buy, Hold, or Sell MS Stock?

As Wall Street doubles down on digital assets, Morgan Stanley is going crypto, partnering with ZeroHash for retail trading.

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