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The Latest Breaking News from Morgan Stanley

Tempus AI Sold Off After a Beat—But the Rebound Case Is Building

Tempus AI posted an 83% revenue jump and raised guidance, yet shares fell. See analyst targets, institutional buying, margin trends, and key risks.

MarketBeat

Stock Index Futures Mixed With Focus on Trump’s SOTU Address and U.S. Economic Data

March S&P 500 E-Mini futures (ESH26) are down -0.04%, and March Nasdaq 100 E-Mini futures (NQH26) are up +0.21% this morning as sentiment remains cautious following yesterday’s selloff on Wall Street triggered by concerns over the disruptive impact of AI.

Barchart

Morgan Stanley hails rare ‘reindustrialization renaissance’ of AI economy—but it’s better for computers than humans

Prospects for data-center capex: booming. Prospects for the average human in this economy: "unremarkable."

Fortune

From analysis to the latest developments in health,
read the most diverse news in one place.

Trump has already hit peak tariff, Morgan Stanley says. His new 15% levy might not even be legal

Morgan Stanley has written many tariff diaries over the past nine months or so. It’s calling a peak in its latest.

Fortune

CoreWeave Falls Below Key Support Levels Amid Hyperscaler Panic. Should You Buy the CRWV Stock Dip?

CoreWeave stock slips as Blue Owl Capital reportedly fails to secure debt financing for data center project. But Morgan Stanley cautions against buying CRWV shares on Feb. 20.

Barchart

Why 1 Analyst Just Raised His Micron Stock Price Target by 30%

Morgan Stanley raised its price target to $450 on Micron, citing raised estimates for earnings in 2026.

Barchart

Analysis: Will Big Tech's colossal AI spending crush Europe's data sovereignty?

Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.

Euronews

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Dear Cipher Mining Stock Fans, Mark Your Calendars for February 24

With earnings just around the corner, Cipher Mining is a name investors may want firmly on their radar screens.

Barchart

Marc Andreessen made a dire software prediction 15 years ago. Now it’s happening in a way nobody imagined

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Fortune

3 Software Stocks to Buy on the Dip Now, According to Analysts

Following a significant plunge in software valuations, Morgan Stanley sees a rare buy-the-dip opportunity in resilient leaders like Atlassian, Shopify, and Palo Alto Networks.

Barchart

Mortgage Rates Are Stuck Near 6% — Should You Buy, Refinance or Wait?

Learn about what near-6% mortgage rates mean for buyers and homeowners and how to decide whether to purchase, refinance or wait.

GOBankingRates

A $680 Billion Headwind Faces These 4 Tech Stocks. Should You Sell Them Now?

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

Barchart

Western Digital Stock Just Got a New Street-High Price Target. Should You Buy WDC Now?

Western Digital (WDC) has quietly staged a strong comeback over the past few months as investor enthusiasm around AI infrastructure and cloud storage continues to build. The data-storage specialist has benefited from rising demand for high-capacity drives, with Wall Street warming up to the idea that AI-driven data growth could...

Barchart

Disney’s new D’Amaro-land: a dream team succession saga comes to life

Bob Iger was a returning general to Disney in 2022, but he built a roster of top lieutenants helping with his succession plan.

Fortune

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Bored Panda

64 Memes That Combine Modern Humor With Classical Art And Revive Old Paintings (New Pics)

Classical art was probably never meant to be this hilarious, but here we are... Free for all and funny as hell, you don't even need to leave your couch, or dress up, to enjoy a gallery of art masterpieces. Just click here and keep scrolling for a wall of classical…

Fortune

Trump’s tariffs ‘woke the rest of the world up to the formula’ of leveraging economic firepower against trade partners, says Morgan Stanley CIO

“Our view is that this is a multiyear phenomenon that is worth investing in,” Morgan Stanley Wealth Management’s Lisa Shalett said.

The Independent UK

‘Hard money hawk’ Kevin Warsh is nominated by Trump to replace Powell as Fed Reserve chair

The finance wunderkind has previously called for “regime change” at the Fed, and has close family connections to President Trump

Barchart

Tesla’s Pain Is General Motors' Gain: Can GM Stock Rally Any Further?

While Trump's policies have added to EV firms' woes, legacy automakers like General Motors are making merry.

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Fortune

How not to say that thing you'll regret forever: 3 rules for family conversations about money

I'm Morgan Stanley’s head of Family Governance & Wealth Education and my family isn't that different from yours.

MarketBeat

This Country's Stock Market Was the World's Top Performer in 2025

This country's stock market beat the brakes off the U.S. when it came to performance in 2025, delivering a return of nearly 100%.

MarketBeat

Space Stock Boom: Why Retail and Wall Street Are Aligning

Retail investors and major Wall Street banks are uniting behind the orbital economy as space technology matures into a viable industrial asset class.

Barchart

Why 1 Analyst Just Slashed Their Price Target on Oracle Stock by More than 30%

Oracle is ramping up its AI ambitions. But Morgan Stanley’s analyst just slashed its price target, warning heavy infrastructure spending could pressure earnings and cap near-term growth.

Barchart

Will Elon Musk Reveal FSD Gen 3 in February? That Could Be 1 of the Biggest Catalysts for Tesla Stock This Year.

Tesla’s FSD Gen 3 reveal in February could be a major catalyst because it links today’s expensive valuation to a robotaxi market that may reach $1.2 trillion by 2030 and push self-driving cars toward 10% of the global fleet.

The Guardian - UK

AI is hitting UK harder than other big economies, study finds

Britain is losing more jobs than it creates owing to artificial intelligence, Morgan Stanley research suggests

The Independent UK

How weight-loss jabs are changing the way we spend money

Around 2.5 million people are currently estimated to be on weight-loss medications in the UK

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People

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