Joseph Moore, Morgan Stanley semiconductor analyst, joins CNBC's 'Squawk Box' to discuss reactions to Jensen Huang's comments at CES 2025.
With all of the major indices making solid moves higher in 2024, we were very interested to see what the top prognosticators across Wall Street think is in store for 2025 as we start the second quarter of the new century.
RANCHO CUCAMONGA, CA / ACCESSWIRE / January 8, 2025 / Amphastar Pharmaceuticals, Inc. (NASDAQ:AMPH) announced today that Jack Zhang, CEO and President, and Bill Peters, CFO will be presenting at the 43rd Annual J.P. Morgan Healthcare Conference on Wednesday, January 15th, 2025, at 11:15 am PST.
Morgan Stanley (NYSE:MS) has become the latest major financial institution to depart the Net-Zero Banking Alliance, a coalition focused on achieving net zero emissions in the banking sector by 2050, before President-elect Donald Trump takes office later this month. This follows the departure of Citigroup Inc (NYSE:C), Bank of America Corp (NYSE:BAC), Goldman Sachs Group Inc (NYSE:GS, ETR:GOS) and Wells Fargo & Co (NYSE:WFC, ETR:NWT) from the alliance over recent weeks.
Citigroup and Bank of America said they were leaving the group earlier this week, and Goldman Sachs and Wells Fargo made the same announcement in December.
Some 40% of U.S. natural gas passes through Kinder Morgan's pipeline and storage system. The post Best Dividend Stocks: Natural Gas Demand Sends Kinder Morgan Higher appeared first on Investor's Business Daily.
MSDL's portfolio is growing and diversifying with an increase in investee companies. The outlook is also bright, with a more vibrant deal environment expected in 2025. MSDL stands to benefit asymmetrically from falling rates, as yields are expected to remain more resilient, whereas interest costs are likely to fall in tandem with 2025's rate cuts. MSDL's valuations are at a premium relative to its historical 1-yr fwd P/Es, the broader BDC sector and on a P/NAV basis, reducing the margin of safety for buys.
Does The Kinder Morgan AI-Rally Have Further To Run?
Kinder Morgan, a leading US natural gas transporter, benefits from high cash flow visibility and strong balance sheets, making it a solid investment. KMI has outperformed the broader market and peers, driven by its US-focused operations, low debt, and strategic deleveraging efforts. A discounted cash flow valuation suggests a 12.29% undervaluation, with strong growth prospects fueled by rising energy demand and efficient capital deployment.
Shares of Kinder Morgan (KMI -0.26%) broke out in 2024. The natural gas pipeline giant had rallied more than 50% heading into the last few trading days of the year.
Morgan Stanley's Series A preferred shares are unlikely to be called, making them a true perpetual security due to their advantageous coupon structure. Preferred shares offer better protection than CoCo bonds in stressed market conditions, as CoCos can incur losses even if preferred shares remain unaffected. MS.PR.A's hybrid coupon structure makes it less susceptible to interest rate fluctuations but highly sensitive to credit spreads, posing significant market risk.
MS stock gains 32.4% this year. With the revival of global M&As, read on to know how 2025 will be for the stock and what investors should do.