MGHL News

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

Seekingalpha | 5 months ago

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

Seekingalpha | 5 months ago

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

Seekingalpha | 5 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 | 5 months ago

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

Seekingalpha | 5 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 | 5 months ago

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

Seekingalpha | 5 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 | 5 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 | 5 months ago

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

Seekingalpha | 5 months ago

Morgan Stanley stays bullish on US stocks despite Middle East tensions, sees healthcare as best defensive bet

Bank says geopolitical risk rarely derails markets and oil prices would need to double to threaten its positive outlook Morgan Stanley, the US investment bank, has reaffirmed its bullish stance on American equities despite fresh tensions in Iran and across the Middle East, arguing that history shows such events rarely produce sustained sell-offs. Analysing 22 geopolitical events since the Korean War in 1950, the bank's equity strategy team found the S&P 500, the main US stock market index, has returned 2%, 6% and 8% on average over one, six and twelve months following such episodes.

Proactiveinvestors | 5 months ago

News Corporation (NWSA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

Seekingalpha | 5 months ago

Morgan Group Holding Co. (MGHL)