The “Trump rally” is gone for Tesla (NASDAQ:TSLA).
J.P. Morgan analyst Sebastiano C Petti reiterated an Underweight rating on iHeartMedia, Inc IHRT.
Morgan Stanley Direct Lending Fund's portfolio has grown to $3.79B, maintaining a low non-accrual rate of 0.2%, indicating strong management and portfolio quality. The BDC offers a high dividend yield of nearly 10%, with distributions fully covered by net investment income, ensuring reliable income for investors. MSDL trades at a slight discount to NAV, presenting a good entry point, with potential for NAV growth and premium valuation as management executes new investments.
Q4, 2024 earnings came in much lower than what was reported in the prior quarter. Theoretically, this might indicate elevated risk and potentially unsustainable earnings. Yet, the underlying driver for the decline is something that all BDCs have experienced, including MSDL's closest peers such as BXSL and KBDC.
Meta Platforms, Inc. (NASDAQ:META ) Morgan Stanley 2025 Technology, Media & Telecom Conference March 5, 2025 12:15 PM ET Company Participants Chris Cox - Chief Product Officer Conference Call Participants Brian Nowak - Morgan Stanley Brian Nowak All right. Good morning, everyone.
Last week, Apellis Pharmaceuticals Inc APLS reported a fourth-quarter earnings loss of 29 cents per share, beating the consensus loss of 37 cents. Sales increased 45.2% to $212.5 million, beating the consensus of $198.35 million.
J.P. Morgan analyst Bill Peterson reiterated a Neutral rating on Plug Power, Inc. PLUG.
Warner Bros. Discovery Inc. (NASDAQ:WBD ) Morgan Stanley 2025 Technology, Media & Telecom Conference Call March 4, 2025 10:00 AM ET Company Participants David Zaslav - President and Chief Executive Officer Conference Call Participants Benjamin Swinburne - Morgan Stanley Benjamin Swinburne Good morning, everybody.
JP Morgan analyst Sebastiano C Petti lowered price forecast for Cable One, Inc. CABO from $420 to $325, while maintaining a Neutral rating.
Morgan Advanced Materials plc (LSE:MGAM) shares dropped 16% after warning that demand in several key markets remains uncertain. The company, which manufactures high-performance ceramics and carbon-based materials for industrial sectors including aerospace, energy, and semiconductors, expects mid single-digit organic revenue decline in 2025 with no second-half recovery.
Brian Nowak, Morgan Stanley senior analyst, joins 'The Exchange' to discuss Amazon's new AI-powered Alexa, if there's room to capture market share, and much more.
Kinder Morgan's recent price pullback presents a solid buying opportunity, supported by steady cash flows and a robust asset network in the energy midstream sector. KMI's growth outlook is promising, with an $8.1 billion project backlog and rising demand from LNG exports and data center power generation. The company's solid financial position, BBB credit rating, and well-covered 4.3% dividend yield make it an attractive income and growth stock.