Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
Analysts at JP Morgan have gone hunting for stocks that they believe have been unfairly punished by fears that AI will “disintermediate” entire business models. In a thematic note, the American bank said it had surveyed top-ranked research analysts to identify “mispriced stocks most insulated from AI disruption,” then worked with its Delta One team to package the picks into a dedicated research basket called “Top Mispriced Stocks Amid AI Disintermediation”.
Morgan Stanley Direct Lending (MSDL) is rated Hold, due to sector headwinds, declining portfolio quality, and dividend coverage concerns. MSDL's non-accrual loans rose to 1.2% at cost, and portfolio yield declined to 9.7%, as SOFR and spreads compressed. The $0.50 dividend is barely covered by net investment income; a dividend cut appears likely and is partially priced in.
The pipeline sector can be a great place to find top-notch income stocks. Oneok expects to grow its dividend by 3% to 4% per year.
Software stocks may be down, but they're not out, according to analysts at Morgan Stanley.
Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.
ETFs emerge as a diversified way to tap their AI pivot, as Cipher Mining and TeraWulf jump after Morgan Stanley's 150%+ upside call.
MS' wealth push hit 54% of net revenues in 2025, but a stretched P/E and rising expenses test whether the stock is a buy for 2026.
Broker sees upside from rental demand, policy tailwinds and capital returns JP Morgan has upgraded Berkeley Group Holdings PLC (LSE:BKG) to 'overweight', citing signs of recovery in London's housing market and a favourable setup in the rental sector that plays to the group's strengths. Analyst Zaim Beekawa said the combination of potential policy support, easing affordability pressures and a structural supply-demand imbalance in the capital's rental market offered a turning point for the high-end housebuilder, which has been disproportionately affected by London's housing downturn in recent years.
Bank says takeover enthusiasm has pushed valuations to record highs, prompting a downgrade of Antofagasta and a more cautious stance on pure-play copper producers. Morgan Stanley has struck a more cautious tone on European copper miners, warning that a rally driven by takeover speculation and high metal prices has pushed valuations well beyond underlying fundamentals, increasing the risk of investor rotation.
J.P. Morgan expects gold prices to reach $6,300 per ounce by the end of 2026, as demand from central banks and investors continues, it said in a note on Monday.
Kinder Morgan's NYSE: KMI natural gas-to-dividend cycle is still in play. That cycle entails investment in capacity underpinned by long-term contracts with high-quality clients.