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FORGOTTEN HISTORY: 2 - The Untold Story

Morgan Stanley Says AI Productivity Boom Could Keep Interest Rates Above Post-2008 Levels

Morgan Stanley (NYSE:MS) said Thursday that artificial intelligence (AI) could keep U.S. interest rates above post-2009 financial crisis levels if the technology boosts productivity without triggering widespread job losses.

TCS shares jump over 3% after Q1 results. What are Morgan Stanley, Citi and other brokerages saying?

TCS shares jump over 3% after Q1 results. What are Morgan Stanley, Citi and other brokerages saying?

TCS shares climbed 3.5% after the IT major reported a 5% year-on-year rise in Q1FY27 net profit to Rs 13,349 crore and a 14% increase in revenue. While most brokerages retained their ratings, views remained mixed on the outlook, with optimism over AI-led growth offset by concerns around weak discretionary…

The Economic Times

US markets brace for renewed funding pressure as leverage rises

US markets brace for renewed funding pressure as leverage rises

US equity funding markets remain strained as high demand for leverage, driven by tech and AI stock enthusiasm, keeps repo rates elevated. Despite some easing, risks persist due to limited dealer balance sheet capacity and concentrated positions, raising concerns that any market correction could be sharper and more disruptive.

The Economic Times

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Stocks Weighed Down by Geopolitical Risks

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.28%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.27%. September E-mini S&P futures (ESU26 ) fell -0.35%, and September E-mini Nasdaq futures...

Morgan Stanley Turns Bullish on SpaceX Stock with $300 Price Target — That Would Value SPCX at $4 Trillion

The bank's call is one of the boldest on Wall Street so far, landing just as SpaceX joins one of the world's most exclusive stock indexes.

Musk's SpaceX Wins Goldman Buy Rating: Here's Why The Stock Could Climb 30%

Weeks after the largest initial public offering in history, Goldman Sachs initiated coverage of Space Exploration Technologies Corp. (NASDAQ:SPCX) with a Buy rating, planting itself firmly among Wall Street’s biggest bulls on the newly public rocket and AI giant.

TCS, Infosys and other Indian IT stocks rise up to 4% after AI worries trigger Kospi selloff

Indian IT stocks climbed despite a sharp sell-off in Asian chipmakers, as investors positioned for Q1 earnings. Indian IT stocks have had a rough ride in recent months because investors worry that AI could hurt billing growth, reduce manpower-linked revenue and force companies to pass productivity benefits to clients. With…

The Economic Times

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Forget rockets: Morgan Stanley sets $300 SpaceX target based on a secret AI weapon

Forget rockets: Morgan Stanley sets $300 SpaceX target based on a secret AI weapon

Morgan Stanley has initiated coverage on SpaceX with an Overweight rating and a $300 target price, arguing its biggest opportunity lies beyond rockets. The brokerage believes SpaceX's vertically integrated AI infrastructure, combining terrestrial and orbital compute, could transform it into one of the world's most powerful AI infrastructure platforms.

The Economic Times

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memory chip boom may be peaking. Analysts said strong earnings were already priced in, while concerns over slowing AI infrastructure spending triggered a sharp sell-off across semiconductor stocks.

The Economic Times

Rs 18,000 crore crash in Trent shares explained, and should you buy the dip

Rs 18,000 crore crash in Trent shares explained, and should you buy the dip

Trent shares fell sharply on Tuesday, erasing nearly Rs 18,000 crore in market value, after its Q1 revenue growth of 19% missed Street estimates. While weak store productivity and slowing expansion raised concerns, most brokerages remain bullish, calling the slowdown seasonal, though Citi warns of structural challenges and intensifying competition.

The Economic Times

Stock Indexes Settle Higher as Big Tech and Chip Stocks Rally

Stock Indexes Settle Higher as Big Tech and Chip Stocks Rally

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.72%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.26%. September E-mini S&P futures (ESU26 ) rose +0.82%, and September E-mini Nasdaq futures...

Chip Stock Rally Boosts the Broader Market

Chip Stock Rally Boosts the Broader Market

The S&P 500 Index ($SPX ) (SPY ) today is up +0.60%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.52%. September E-mini S&P futures (ESU26 ) are up +0.63%, and September E-mini Nasdaq futures...

AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

Morgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants such as Alphabet and Amazon. This shift is fueled by expectations of reduced rate hikes and a decline in oil prices, which favor sectors like consumer discretionary, transport, and biotech. As major…

The Economic Times

25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham Desai

25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham Desai

Morgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improving macroeconomic fundamentals. The brokerage's base case targets 89,000 by June 2027, while assigning an equal 25% probability to a bear-case decline to 66,000.

The Economic Times

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The Q1 verdict: Can TCS, Infosys, other IT results stop a Rs 17 lakh crore AI-led rout?

India's top IT firms like TCS and Infosys face a crucial earnings season after a massive Rs 17 lakh crore market value erosion. Analysts anticipate muted results and weak future guidance, citing client spending slowdowns, pricing pressures, and the disruptive impact of AI. Investors are keenly watching if current valuations…

Dear UnitedHealth Stock Fans, Mark Your Calendars for July 16

UnitedHealth has clawed its way back impressively from last year’s lows, and July 16 could be its biggest health check yet. Will another strong quarter keep the momentum rolling?

The Economic Times

Explained: Why aluminium is emerging as manufacturers' preferred alternative to copper

Record copper prices are accelerating manufacturers' shift toward aluminium, driven by lower costs and lighter weight. Automakers are expanding aluminium use as supply shortages, energy transition demand and geopolitical disruptions keep copper prices elevated and strengthen aluminium's long-term growth prospects.

The Economic Times

Citi sees brent crude sliding to $60/bbl as supply fears ease

Geopolitical tensions easing around the Strait of Hormuz are expected to drive Brent crude prices down to $60 a barrel by year-end, according to Citi. Global energy markets are normalizing, with shipping resuming and Gulf producers increasing output. Despite this, Chinese buyers remain absent, and inventories are lower than anticipated,…

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The Economic Times

Delhi EV policy's real challenge for automakers could come if other states follow: Morgan Stanley

Delhi's ambitious EV Policy 2026 aims to accelerate clean mobility by phasing out internal combustion engine vehicles in select segments, with incentives for electric adoption. While immediate impact on automakers is modest, the risk lies in similar policies spreading nationwide. The report highlights challenges for the motorcycle segment and emphasizes…

International Business Times

Independent Private-Market Platforms After Industry Consolidation

How remaining independent platforms operate following major acquisitions in the sector

Stocks Settle Higher as Chipmakers Rally

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.68%. September E-mini S&P futures (ESU26 ) rose +0.63%, and September E-mini Nasdaq futures...

Dear Tesla Stock Fans, Mark Your Calendars for July 2

Tesla's Upcoming delivery report could determine whether the EV giant's recent rally has more room to run.

Signs of Economic Resilience Boost Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.34%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.26%, and September E-mini Nasdaq futures...

Stock Indexes Supported by Strong Demand for Technology Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.09%, and September E-mini Nasdaq futures...

The Economic Times

US Stocks: Oppenheimer makes rare cuts to top US investment banks, backs alternative asset managers

Oppenheimer has downgraded major U.S. investment banks like Goldman Sachs and Morgan Stanley, citing limited upside despite a positive environment. The brokerage advises selling these large-cap banks and instead investing in alternative asset managers, whose shares have seen a significant sell-off. Oppenheimer believes investment banks are in the late stages…

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