Northern Trust Corporation (NTRS) Presents at Morgan Stanley US Financials Conference 2026 Transcript
Miami International Holdings, Inc. (MIAX) Presents at Morgan Stanley US Financials Conference 2026 Prepared Remarks Transcript
Huntington Bancshares Incorporated (HBAN) Presents at Morgan Stanley US Financials Conference 2026 Transcript
Morgan Stanley is projecting that SpaceX's revenue could reach $3.4 trillion in 2040, the Wall Street Journal reported on Friday, citing people familiar with the matter.
Projections banks shared with top investors show how they are selling the rocket maker's $1.77 trillion valuation.
Two major Wall Street banks are broadcasting their involvement in SpaceX's coming IPO. Goldman Sachs and Morgan Stanley decorated their lobbies with SpaceX gear and logos.
KMI's fee-based pipeline network and expanding project backlog continue to support steady cash flows, dividend growth and long-term shareholder returns.
All the major Wall Street firms we cover here at 24/7 Wall St. have a list of the top stock picks for their institutional and retail clients to invest in.
JP Morgan Chase preferred shares ([JPM.PR.M], [JPM.PR.K], [JPM.PR.L], [JPM.PR.J]) offer an above ~6% qualified yield, trading at significant discounts to par in the current interest-rate environment. JPM's preferreds provide compelling risk-reward, supported by a robust capital structure—preferred capital is ~1/17th of common equity and covered ~60x by earnings. These perpetual, fixed-rate, non-cumulative preferreds present both income and potential capital appreciation if rates decline, with nominal call risk at current discounted levels.
JP Morgan has concluded that consensus earnings estimates for ASML Holding NV (NASDAQ:ASML, XETRA:ASME), the Dutch semiconductor equipment maker that holds a global monopoly on extreme ultraviolet (EUV) lithography machines used to manufacture advanced chips, are materially too low and require significant upgrades for 2027 and 2028. The bank's reassessment follows a shift in ASML's own messaging, which has moved from guiding cautiously on unit volumes to signalling that its manufacturing capacity is more flexible than previously communicated.
Morgan Stanley has more than doubled its price target on Micron (NASDAQ: MU) on Wednesday, June 3, raising it from $520 to $1,050 and keeping an ‘Overweight' rating on the shares.
KMI could gain from rising U.S. LNG exports and data-center power needs, with gas demand projected to climb 27% by 2031.