MS outpaces peers with a 45.1% share price gain, but trading cyclicality, rising expenses and a premium valuation could limit further upside.
I'm downgrading the Morgan Stanley Direct Lending Fund to a "Sell" due to rising non-accruals and deteriorating fundamentals. Q2 saw NII per share fall to $0.55 and non-accruals spike from 1.5% to 2.9%, driving a $0.31 NAV decline. Dividend coverage is thin, with base coverage at ~90% on a cash basis and limited prospects for sustainable growth.
Morgan Stanley is the latest financial giant moving jobs from New York, snubbing Georgia to open a sprawling new campus in Texas.
Morgan Advanced Materials plc (MCRUF) Q2 2026 Earnings Call Transcript
Amazon's ambition to turn its cloud computing business into a $1 trillion-a-year revenue engine is still a long way from becoming reality, but the pursuit of that target could create substantial value for shareholders, according to Morgan Stanley analyst Brian Nowak. Amazon Chief Executive Andy Jassy recently said AWS could "very possibly" become a business generating $1 trillion in annual revenue, highlighting the scale of the opportunity management sees in cloud computing and artificial intelligence.
Gold and other commodities are ideally suited to environments where the 6040 portfolio is not delivering the performance and security it once did, and the yellow metal has actually been in a quarter-century bull market, according to Mike Wilson, chief US equity strategist and CIO at Morgan Stanley.In an interview with Bloomberg TV on Friday, Wilson was asked about the challenges to classic portfolio construction in the wake of the 2022 downturn.
MS is expanding its crypto strategy with Ethereum and Solana ETPs, adding staking and broadening its digital-asset platform.
JP Morgan has upgraded Aviva PLC (LSE:AV.) to 'overweight' and downgraded Legal & General Group PLC (LSE:LGEN) and M&G PLC (LSE:MNG) to 'underweight', arguing that relative value across the UK life insurance sector has shifted.
Dauch Corporation (DCH) Presents at J.P. Morgan Automotive Conference Transcript
OPENLANE, Inc. (OPLN) Presents at J.P. Morgan Automotive Conference Transcript
Wall Street's expectations for SpaceX's AI unit are so low, it may not need a pogo stick—let alone a rocket—to clear the bar, Morgan Stanley analysts argued in a recent note.
JP Morgan has raised its target price for Ocado Group PLC (LSE:OCDO) to 290p from 245p, arguing the market is valuing the technology group as if its customers were shutting warehouses rather than opening them. Marcus Diebel reiterated an overweight rating on the stock, which has fallen 7% so far this year against a 9% gain for the FTSE 100.