MGHL News

Nebius Group N.V. (NBIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 3 months ago

JP Morgan raises Segro target price and backs shares to recover from recent sell-off

JP Morgan has lifted its target price for SEGRO PLC (LSE:SGRO), the FTSE 100 warehouse and logistics property group, from 885p to 915p while reiterating an overweight recommendation, arguing the shares remain one of the best-placed names in European property despite recent market turbulence. The new target implies upside of around 15% from current levels, with the bank citing a more optimistic blue-sky scenario that could deliver 35%.

Proactiveinvestors | 3 months ago

Formula One Group (FWONK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 3 months ago

HeartFlow, Inc. (HTFL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 3 months ago

BILL Holdings, Inc. (BILL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 3 months ago

Nvidia Is Morgan Stanley's Favorite Chip Stock Again. Here's Why

Nvidia, the one-time poster child of the AI craze, is poised to regain some of its magic, according to some experts.

Investopedia | 3 months ago

CCC Intelligent Solutions Holdings Inc. (CCC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 3 months ago

I Favor Kinder Morgan Over Occidental Petroleum Amid Oil Price Volatilities

Ongoing geographical conflicts centered around Iran have increased the potential for oil price volatilities. This could lead to divergent outcomes for the different business models employed by Kinder Morgan (KMI) and Occidental Petroleum (OXY). Historical data has demonstrated KMI as a better investment vehicle than OXY via superior dividend reliability and vastly better total returns.

Seekingalpha | 3 months ago

Morgan Advanced Materials plc (MCRUF) Q4 2025 Earnings Call Transcript

Seekingalpha | 3 months ago

JP Morgan favours Barclays and Deutsche Bank as Middle East volatility boosts trading outlook for investment banks

Barclays PLC (LSE:BARC) and Deutsche Bank are best placed to benefit from the escalating Middle East conflict, according to JP Morgan, which said higher market volatility was likely to boost trading revenues at globally focused investment banks. The US bank's analysts said the direct earnings impact of the conflict on global banks was limited, as the Middle East, while a growing region for most large lenders, currently contributes relatively little to overall group profits.

Proactiveinvestors | 3 months ago

Morgan Advanced Materials shares drop as weaker end markets drag on earnings

Morgan Advanced Materials Plc (LSE:MGAM) shares dropped in Tuesday's early deals, losing 8.6% to 213.5p, after it told investors that weaker end-markets dragged its 2025 earnings, prompting the group to launch a strategic review of its Thermal Products division as it pushes to sharpen its margin and growth profile. The options to be reviewed will include a potential disposal of the unit.

Proactiveinvestors | 3 months ago

C3.ai, Inc. (AI) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 3 months ago

Morgan Group Holding Co. (MGHL)