The Latest Breaking News from Morgan Stanley

Wall Street's 6 Top World Cup Stock Picks

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

Kiplinger · May 27

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 · May 27

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 · May 27

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 · May 25

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 · May 25

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.

The Economic Times · May 22

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.

Barchart · May 22

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 · May 22

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.

The Economic Times · May 22

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 · May 22