The Latest Breaking News from Morgan Stanley

Amazon's $350 Price Target Faces a Big Earnings Test

Morgan Stanley named Amazon its Top Pick with a $350 target, citing AWS growth, but shares have slipped ahead of the Oct. 29 earnings report amid AI spending worries.

MarketBeat · 16h ago

Infosys shares fall 4% after IT major lowers FY27 guidance. What are Goldman Sachs, Nomura, others saying?

Infosys shares fell sharply on Monday after the IT major cut its FY27 revenue growth guidance to 1-2% from 1.5-3%, citing pricing pressure and a challenging demand environment. While Nomura remains bullish, Goldman Sachs, Morgan Stanley, Citi and Choice Institutional Equities flag growth concerns, with differing ratings and target prices.

The Economic Times · 23h ago

Morgan Stanley Sees Amazon Stock Surging 100% with AWS Hitting $1 Trillion in Revenue Sooner Than People Think

Morgan Stanley sees AI, AWS growth, and warehouse robotics driving Amazon’s long-term upside, with a $350 price target, but reaching $1 trillion in AWS revenue depends on sustaining rapid growth and improving profits.

Barchart · Oct 25

Ahead of Western Digital Earnings, Here's What Barchart Data Says Comes Next for WDC Stock

Western Digital is scheduled to report its fiscal Q1 earnings on Oct. 22. Options data suggests WDC stock will rip higher on the back of its quarterly print.

Barchart · Oct 22

AI Agents Are Accessing U.S. Bank Accounts Without Their Approval. Lenders Are Pushing Back.

Some automated assistants appear to be taking actions beyond users' instructions, prompting questions about account security and who bears responsibility when something goes wrong.

International Business Times · Oct 22

Dear Western Digital Stock Fans, Mark Your Calendars for October 22

Western Digital reports Q1 2027 results on Oct. 22. AI demand is booming, but will earnings impress investors, or is Wall Street getting ahead of itself?

Barchart · Oct 22

Rogue AI? US banks alarmed over unauthorised access by third-party agents, says report

Top US banks, including Morgan Stanley and JPMorgan Chase, are implementing restrictions on third-party AI access amid security worries. These institutions fear that unverified AI agents could potentially gain unauthorized access to customer accounts and conduct transactions autonomously. Some banks are open to allowing read-only permissions, but they remain vigilant…

The Times of India · Oct 22

Dan Ives Calls the Selloff in NVDA Stock a Buying Opportunity as Analysts See 53% Upside

Nvidia shares have stumbled as AI debt concerns shake the chip sector, but Dan Ives sees a buying opportunity.

Barchart · Oct 21

Netflix on the ropes? Subscribers are in decline as streaming service hunts for ways to keep you hooked

The streaming platform fired two key executives and 1,000 employees this month

The Independent UK · Oct 20

Could Quantinuum's Breakthrough Make Its Sell-Off a Bargain?

Quantinuum hit 99.9995% logical fidelity on its Helios system and holds $2.1 billion in cash, even as shares trade near 52-week lows and Morgan Stanley issues an Overweight rating.

MarketBeat · Oct 20