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The Latest Breaking News from Morgan Stanley

Why Morgan Stanley Is Betting That $1,100 Is in Store for AppLovin Stock

Morgan Stanley believes AppLovin’s AI-powered advertising engine is only beginning to unlock its monetization potential. And this might drive the stock toward a massive $1,100 bull-case valuation.

Barchart

20% of European Bank jobs at risk due to AI replacement, Morgan Stanley says

400,000 European bankers could lose their jobs by the start of the next decade with AI adoption boosting productivity across the board.

TechRadar

Ashok Leyland shares fall 2% after Q4 results. Do Goldman Sachs, Morgan Stanley see any upside?

Ashok Leyland's shares dipped 2% despite a 14% YoY rise in net profit to Rs 1,291 crore for Q4 FY26. Revenue grew over 17% to Rs 17,246 crore. Analysts remain cautious, citing diesel price hikes and commodity inflation as headwinds, with mixed target price adjustments.

The Economic Times

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Ford Stock Is Moving Like Tesla Now. Its Results Can’t Justify the Premium.

Ford stock has rallied over the last month amid optimism over its energy storage business. Is the stock still a buy?

Barchart

Commodity upcycle: Why copper and aluminium could explode in coming quarters. Should Indians invest?

As the precious metals rally matures, market attention is shifting towards industrial commodities like copper and aluminium. Analysts believe structural supply shortages, booming AI and energy-transition demand, geopolitical disruptions and low inventories could drive a multi-year commodity upcycle, with MCX metals increasingly emerging as a key opportunity for Indian investors.

The Economic Times

Wall Street's 6 Top World Cup Stock Picks

The World Cup could give the global economy a $40 billion jolt. These are some of the stocks analysts think could benefit.

Kiplinger

Hindalco, Nalco shares jump up to 5% after aluminium prices hit 4-year high. Where is metal headed?

Hindalco and Nalco shares climbed as aluminium prices hit a four-year peak. Geopolitical tensions in Iran and possible production curbs in China, the world's top producer, are driving the rally. Traders are concerned about China's review of energy consumption and emissions. This situation tightens global supply, benefiting Indian aluminium producers.…

The Economic Times

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The aluminium boom is here: Why Morgan Stanley says Hindalco is set to explode

Morgan Stanley initiated coverage on Hindalco Industries with an ‘Overweight’ rating and a target price of Rs 1,325, citing a favourable aluminium demand-supply outlook, strong free cash flow generation and India’s multi-year growth cycle. The brokerage believes Hindalco is well positioned for margin expansion and long-term value unlocking.

The Economic Times

FirstCry shares fall 3% despite Q4 net loss narrowing to Rs 30 crore. What is Morgan Stanley saying?

FirstCry-parent Brainbees Solutions saw its shares dip over 3% despite a 61% narrowing of its Q4 net loss to Rs 30.30 crore. While revenue grew 12% year-on-year to Rs 2,163 crore, it declined sequentially. The company anticipates improved growth in FY27, with plans to expand its offline store presence.

The Economic Times

Chirayu Rana's lawyer exits case, informs court Rana will represent himself against Lorna Hajdini

At the first hearing of the high-octane Chirayu Rana case where the Nepali-origin ex-JPMorgan banker alleged sexual harassment by co-worker Lorna Hajdini, Chirayu Rana's lawyer informed the court that he will be exiting the case. Daniel Kaiser, who previously represented Jeffret Epstein accusers, filed a consent to be discharged as…

The Times of India

All In FutureTech Alliance Inc. Announces Filing of Form 8-K for HyalRoute Acquisition Transaction and Releases HyalRoute Business Overview and Financial Data

NEW YORK, May 26, 2026 (GLOBE NEWSWIRE) -- All In FutureTech Alliance Inc. (Nasdaq: AGAE) (“AIFA” or the “Company”) today announced that it has filed a Current Report on Form 8-K with the U.S. Securities and Exchange Commission (the “SEC”) relating to the Company’s previously announced transaction to acquire HyalRoute…

AAP

Pine Labs shares rise over 4% after Q4 results. Why Morgan Stanley forecasts 67% upside

Pine Labs shares surged after the company reported a significant turnaround, posting a Rs 59 crore net profit in Q4FY26 against a loss last year. Full-year profits also swung to Rs 113 crore. Despite a recent share price dip, Morgan Stanley maintains an "Equal-weight" rating with a Rs 245 target,…

The Economic Times

Bitunix Analyst: The Stock Market Is About to Have a Very Bad Summer

The 10-year Treasury yield has broken above 4.5%. The 30-year is back above 5%. Morgan Stanley has warned that current yield levels are entering a danger zone.

International Business Times

Eicher Motors shares rally 5% after Q4 results. What Goldman Sachs, Morgan Stanley, others are saying

Eicher Motors shares surged following robust March quarter results. The Royal Enfield maker reported a 12% profit jump and 16% revenue growth. Analysts remain divided, with some recommending a buy and others a reduce. Capacity expansion is on track, but commodity costs and export uncertainties are noted.

The Economic Times

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The Economic Times

Uber said to study full takeover of European rival Delivery Hero

The ride-hailing giant this week disclosed it had boosted its stake in Frankfurt-listed Delivery Hero. It’s working with advisers to study ways to increase its holding further, according to the people. Uber has also been speaking to other investors in Delivery Hero about its interest in a deal, they said.

Barchart

Analysts Think DRAM Prices Are Headed Higher Through 2027. That’s Reason to Buy Micron Stock

DRAM prices are rising fast on tight supply and AI demand, giving Micron a strong pricing tailwind through 2027.

The Economic Times

Titan shares a golden compounder? Why Morgan Stanley thinks Tata Group stock could rally to Rs 5,182

Morgan Stanley has named Titan Company its top pick, calling it 'The Golden Compounder'. Recent concerns about regulatory restrictions have overshadowed the company's strong performance. Despite a recent duty hike on gold and silver, Morgan Stanley sees an attractive entry opportunity. Nomura also believes the impact on Titan is manageable.…

The Economic Times

LG Electronics India shares fall 4% after Q4 results. What is Morgan Stanley saying?

LG India shares fell to ₹1,474 on BSE after Q4FY26 net profit dropped 8% YoY to ₹693 crore, even as revenue grew 8% to ₹8,054 crore. Sequentially, however, the picture was stronger — profit surged 672% and revenue nearly doubled QoQ from a weak Q3.

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The Economic Times

ITC shares fall 2% after Q4 results. What Goldman Sachs, Morgan Stanley and others are saying?

ITC shares slipped on Friday despite a 5% rise in Q4 standalone profit and strong FMCG growth. Brokerages remained cautious, with Goldman Sachs, Morgan Stanley, and Nomura flagging pressure from cigarette tax hikes. While FMCG and paper segments showed resilience, analysts expect cigarette volume decline and margin stress to weigh…

The Economic Times

Oil Price Today (May 22): Crude oil snaps 3-day fall amid mixed signals on Iran war peace talks. What are experts saying?

Oil prices saw an increase on Friday. Investors are watching Iran peace talks closely. Conflicting reports are creating uncertainty. Concerns about oil supply persist. The Strait of Hormuz remains a critical point. Disruptions could impact global markets. Developing economies may face significant challenges. The situation remains dynamic.

Tom’s Hardware

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

AAP

AAP Rolling News Bulletin May 21, 2330

AAP Rolling News Bulletin for May 21 at 2330

AAP

AAP Rolling News Bulletin May 21, 2300

AAP Rolling News Bulletin for May 21 at 2300

AAP

AAP Rolling News Bulletin May 21, 2230

AAP Rolling News Bulletin for May 21 at 2230

AAP

AAP Rolling News Bulletin May 21, 2200

AAP Rolling News Bulletin for May 21 at 2200

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