A $289 Billion Reason to Buy RTX Stock Speaking at Morgan Stanley’s Laguna Conference, RTX CEO Chris Calio highlighted a $289 billion backlog that could support the company’s growth for years. Barchart · Sep 17
Explained: What US Fed’s first 25 bps rate hike in 3 years means for Indian stock market The US Federal Reserve has raised interest rates for the first time since 2023, taking the benchmark rate to 3.75%-4.00% as stubborn inflation limits its room to ease policy. The move could have implications for Indian markets, affecting the rupee, bond yields and foreign flows. With inflation still elevated, markets… The Economic Times · Sep 17
SpaceX vs. Nvidia: 1 Stock Has More Upside After Elon Musk’s Orbital AI Bet Musk says SpaceX could launch Nvidia-powered AI systems into orbit as early as 2027. The move could create a new growth market for both companies as demand for AI infrastructure explodes. Barchart · Sep 16
This Analyst Just Downgraded Expedia Stock. Here's Why. Expedia stock sinks on a bearish Morgan Stanley research note. Here’s why analyst Brian Nowak recommends caution in playing EXPE shares. Barchart · Sep 16
Morgan Stanley shifts $10 billion in municipal bond mutual funds to ETFs Morgan Stanley is converting eight municipal bond mutual funds to ETFs. This move will transition nearly ten billion dollars in assets under management. The firm plans to launch seven new ETFs for these assets. Demand for municipal ETFs remains strong due to tax effectiveness and flexibility. These conversions are a… The Economic Times · Sep 16
Inevitable inching closer: US Fed may raise rates after 3 years. What it means for Indian stock market The US Federal Reserve is widely expected to raise interest rates for the first time in three years, as persistent inflation, higher oil prices and rising bond yields add to pressure on policymakers. The move could have implications for Indian equities, the rupee, bond yields, gold and foreign investor flows,… The Economic Times · Sep 16
US Fed’s dual challenge: Will rising inflation and soaring bond yields force Warsh into first rate hike in 3 years? The US Federal Reserve is expected to raise interest rates by 25 basis points, with markets pricing in a high probability of a hike after inflation remained elevated and oil prices stayed above $100 a barrel. The move could push Treasury yields higher, pressure global equity valuations and weigh on… The Economic Times · Sep 16
Yes Bank shares jump 4% as Citi, Morgan Stanley see lender as key beneficiary of new UPI charges. Earnings boost ahead? Yes Bank shares rose sharply on Wednesday after Citi and Morgan Stanley identified the lender as a key beneficiary of new MDR charges on select UPI transactions above Rs 2,000. Citi expects the lender and other banks to see an earnings boost, while Morgan Stanley sees a smaller profit benefit… The Economic Times · Sep 16
FTSE dips as inflation fears pressure bond yields The FTSE 100 index ended down 39.44 points, 0.4%, at 10,658.13. It had earlier traded as low as 10,586.39. Evening Standard · Sep 15
Global Market: Morgan Stanley turns hawkish, sees two Fed rate hikes in 2026 Morgan Stanley expects the US Federal Reserve and European Central Bank to raise interest rates further as persistent inflation and elevated oil prices complicate the monetary policy outlook. The brokerage sees additional Fed hikes this year and another ECB increase in December. The Economic Times · Sep 15
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become ‘More Exciting’ Apple’s latest product event is giving investors a fresh reason for optimism, with Morgan Stanley calling the new offerings “more exciting” and seeing stronger innovation. Barchart · Sep 14
Junior Bankers Spend Hours Building Models And Pitchbooks. OpenAI Wants ChatGPT To Do That Work. Morgan Stanley and Evercore helped shape the specialized ChatGPT product as OpenAI pushes deeper into work traditionally handled by Wall Street analysts. International Business Times · Sep 14
MarketBeat Week in Review – 09/07 - 09/11 Stocks fell this week on oil prices and Fed rate-hike expectations, though Oracle's earnings underscored AI infrastructure strength. MarketBeat analysts recap top stories on earnings, defense, AI, and other stock opportunities. MarketBeat · Sep 12
OpenAI launches ChatGPT for financial services industry The product, ChatGPT for Financial Services, was developed with Morgan Stanley and Evercore as design partners to help shape the offering, OpenAI said in a blog post. The Economic Times · Sep 10
Fortune · Sep 10 OpenAI courts Wall Street with ChatGPT for financial services, developed with Morgan Stanley The product will compete with a similar offering from Anthropic, but OpenAI says it's version is 'the one product' big banks will ever need.
Barchart · Sep 9 Morgan Stanley Just Upgraded Synopsys Stock. Here's Why. Morgan Stanley upgrades Synopsys stock to "Overweight." Here’s why analyst Lee Simpson sees significant upside in SNPS shares from current levels.
Barchart · Sep 9 Morgan Stanley Deems Apple's September 9 Event 'Most Consequential in a Decade': What AAPL Stock Investors Should Know The new product lineup event will be the first under the new CEO, John Ternus.
Fortune · Sep 8 The betrayal behind the data-center backlash: AI promised to break the rules of class but is just rewarding them so far The people reaping the rewards of the AI revolution aren't the ones that we were told would be.
MarketBeat · Sep 8 Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement After Meta settled its youth social media lawsuit for up to $18 billion, Morgan Stanley expects a wave of new AI products and maintains a $775 price target on the stock.
Bored Panda · Sep 8 Is It Optimistic Or Far-Fetched To Hold Money Till 2030 In SpaceX Stock, Here’s What You Should Know Elon Musk is constantly in the news for all the crazy stuff he talks about, but his company SpaceX has also been getting a lot of attention because of its stock price. Nobody can truly predict how valuable a share could be in the future, but these experts are giving…
MarketBeat · Sep 7 3 Earnings Season Winners That Analysts Can't Stop Upgrading Elastic, John Deere, and Dynatrace all posted strong earnings and drew a wave of analyst rating upgrades and price target increases, with shares of each stock rallying in response.
The Economic Times · Sep 7 India in multi quarter growth upcycle, says Morgan Stanley; sees Sensex at 89,000 by June 2027 Morgan Stanley sees India entering a multi-quarter growth upcycle, supported by improving investments, monetary policy and domestic demand. The brokerage expects the Sensex to reach 89,000 by June 2027 in its base case, while assigning 25% probabilities to a bull-case target of 100,000 and a bear-case target of 66,000.
TechRadar · Sep 3 US export controls actually helped China iron out tech supply chain 'chokepoints', report finds While the US was busy imposing restrictions against China, Chinese startups were occupied filling gaps in the market.
International Business Times · Sep 2 Meta Agreed To Pay Up To $18 Billion To End A Major Legal Fight. Investors Are Already Looking Past It. Meta is simultaneously preparing to spend as much as $145 billion on capital projects this year.