The Tesla-SpaceX combination is plausible but faces major regulatory, governance, and execution hurdles. Investors should prioritize fundamentals; any connection to SpaceX is only potential upside.
More than $1 trillion. That is the pool of client money that has migrated from Morgan Stanley (NYSE:MS | MS Price Prediction) workplace and E*TRADE channels into its adviser-led wealth management strategy, according to CFO Sharon Yeshaya on the Q1 2026 earnings call.
Active ETFs continue to thrive amid the overall ETF surge that has dominated asset management in recent years. Active ETFs not only provide adaptable, thematic opportunities.
SpaceX‘s (NASDAQ: SPCX) arrival on the
Morgan Stanley (MS) remains a Buy, supported by robust profitability, strong capital position, and continued asset inflows despite a tighter risk/reward after a 22% stock rally. Wealth Management and Institutional Securities both delivered strong Q1 growth, with pre-tax margins over 30% and ROTCE of 27.1%, exceeding management's 20% target. Capital returns are rising, with a $20B buyback and higher dividends, backed by a 15.1% CET1 ratio and disciplined risk management.
Morgan Stanley (NYSE:MS | MS Price Prediction) and JPMorgan Chase (NYSE:JPM) both posted Q1 2026 results that showcased strength, yet the businesses behind those numbers look nothing alike.
MS moves closer to a federally supervised digital-asset trust after winning conditional OCC approval, advancing its long-term crypto custody strategy.
The Federal Reserve's recent hawkish pivot has had the effect of materially prolonging the pause in gold's structural price rally, and in the near term, the base metals may offer the most attractive investment opportunities, according to Gregory Shearer, head of Base and Precious Metals Strategy at J.P. Morgan.In a recent interview, Shearer was first asked how he expects oil markets to react to a full reopening of the Strait of Hormuz.
Morgan Stanley obtained preliminary conditional approval from the Office of the Comptroller of the Currency (OCC) to charter a de novo national trust bank called Morgan Stanley Digital Trust, National Association (MSDTNA).
Back on December 27, 2025, we wrote about J.P. Morgan's three overweight picks for 2026 with the highest implied upside: Bright Horizons Family Solutions (NYSE: BFAM | BFAM Price Prediction), Celsius (NASDAQ: CELH), and GE Vernova (NYSE: GEV).
The Strait of Hormuz is reopening faster than expected, oil analysts at Morgan Stanley said as they cut their oil-price view for this year and next.
JP Morgan has raised its price target on Rolls-Royce Holdings PLC (LSE:RR.) to 1,625p from 1,500p, pointing to a brighter outlook for the engineering group's Power Systems arm.