Morgan Stanley gets upgraded to a buy from my prior hold rating, as several upside factors outweigh the high share price and overvaluation. The dividend yield of 2.6% is beating key peers, while the firm has a proven 5 year dividend CAGR. Q4 results not only saw YoY earnings growth, but pointed to growth in AUM and client inflows, which could drive future fees.
J.P. Morgan Payments is expanding its buy now, pay later (BNPL) offerings in partnership with Klarna. The collaboration lets roughly 900,000 businesses offer Klarna's installment payment options to customers, Bloomberg News reported Tuesday (Feb. 11).
JP Morgan analyst Doug Anmuth reiterated the Neutral rating on Peloton Interactive, Inc. PTON.
A group of Morgan Stanley-led banks is set to increase a sale of loans tied to Elon Musk's social media platform X after receiving stronger-than-expected demand from investors, Bloomberg News reported on Tuesday.
An analyst downplayed worries that DeepSeek's model efficiency will crimp demand for AI.
When it comes to the leading investment banks, Goldman Sachs Group Inc. NYSE: GS and Morgan Stanley NYSE: MS are often placed in the top five spots. Both are powerhouses for deals but also cater to different clientele with different risk appetites.
Amazon's robotics could save the company $10 billion annually by 2030, Morgan Stanley analysts say. Amazon has introduced six new robotic systems since 2022.
Morgan Stanley (NYSE:MS) has reportedly hosted a meeting on Friday with executives from the social media platform X and about two dozen investment firms with the aim of selling $3 billion of its outstanding debt. The firm has launched a process to offload this debt, which has been on its balance sheet since it and other banks financed Elon Musk's $44 billion acquisition of the company, then known as Twitter, back in 2022.
Morgan Stanley Direct Lending has benefited from high interest rates but faces risks as rates are expected to decrease, potentially lowering yields from 9-10% to 6-8%. The fund's strategy focuses on senior secured loans to stable mid-sized businesses, avoiding cyclical industries, and employs leverage to enhance dividends. A significant portion of MSDL's yield is tied to floating rates, which could shrink if the Fed lowers rates, impacting net interest margins.
Erik Woodring, Morgan Stanley Apple analyst, joins 'Closing Bell' to discuss Apple's earnings and the following market reaction.
Flagstar Financial, Inc. (NYSE:FLG ) Q4 2024 Earnings Conference Call January 30, 2025 8:00 AM ET Company Participants Sal DiMartino - Director of IR Joseph Otting - Chairman, President and CEO Lee Smith - CFO Conference Call Participants Mark Fitzgibbon - Piper Sandler Jared Shaw - Barclays Christopher Marinac - Janney Montgomery Scott Manan Gosalia - Morgan Stanley Ebrahim Poonawala - Bank of America Chris McGratty - KBW Ben Gerlinger - Citi Bernard Von Gizycki - Deutsche Bank Steve Moss - Raymond James Anthony Elian - JP Morgan Jon Arfstrom - RBC Capital Markets Matthew Breese - Stephens Operator Hello and thank you for standing by. My name is Regina and I will be your conference operator today.
KMI announces the $1.7B Trident pipeline project in Katy, set to deliver 1.5B cubic feet of natural gas daily by 2027, driven by growing energy demand in Texas.