Morgan Stanley

Yahoo Finance • 13 hours ago

Billionaires Buy 2 Trillion-Dollar AI Stocks Hand Over Fist Ahead of 2026

Key Points A few hedge fund managers with impressive track records bought shares of Alphabet and Meta Platforms in the third quarter. Meta Platforms is using artificial intelligence to improve engagement and ad conversion rates across its... Full story

Yahoo Finance • 24 hours ago

Analysts See a 19% Upside to Northrop Grumman Corporation (NOC)

Northrop Grumman Corporation (NYSE:NOC) is among the 7 Best Defense Dividend Stocks to Buy, with a dividend yield of 1.58% as of the close of business on December 22.Analysts See a 19% Upside To Northrop Grumman Corporation (NOC) On Decem... Full story

Yahoo Finance • yesterday

Wall Street Sees Record Investment-Grade Bond Issuance in 2026

This article first appeared on GuruFocus. Morgan Stanley (NYSE:MS) strategists are projecting a sharp acceleration in US investment-grade bond issuance in 2026 as companies position for a new phase of borrowing tied to AI expansion, refin... Full story

Yahoo Finance • yesterday

This popular stock is +108% YTD. Morgan Stanley says more gains to come in 2026

Investing.com -- A blockbuster year for one stock may have further to run, according to Morgan Stanley, which argued the company is “setting up for a very strong 2026” even after a 108% year-to-date rally. In a new note, Morgan Stanley an... Full story

Yahoo Finance • yesterday

Is job growth really negative right now? Morgan Stanley answers

Investing.com -- Morgan Stanley told investors in a note that recent comments from Federal Reserve officials about the possibility of negative U.S. job growth may be overstating the degree of labour-market weakness, even as hiring cools an... Full story

Yahoo Finance • 2 days ago

2026 outlook: Big Banks are getting back their 'earnings mojo'

Major bank stocks are poised to close 2025 with serious gains; most notably, Citigroup shares (C) are already up 67% while Goldman Sachs (GS) has surged 57% (or nearly $330) year-to-date. Whalen Global Advisors founder and chairman Chris... Full story

Yahoo Finance • 2 days ago

Morgan Stanley drops tech stocks to buy list for 2026

Wall Street is becoming increasingly selective about where it expects the next stock market gains to come from. As we look ahead to 2026, Morgan Stanley makes it clear that AI chips remain the most critical part of the tech space, but wit... Full story

Yahoo Finance • 2 days ago

Morgan Stanley Lifts Apple Inc. (AAPL) Price Target on Earnings Growth Expectations

Apple Inc. (NASDAQ:AAPL) is one of the best forever stocks to buy according to hedge funds. On December 17, Morgan Stanley reiterated its Overweight rating on Apple Inc. (NASDAQ: AAPL) and increased the price target to $315 from $305.Morga... Full story

Yahoo Finance • 2 days ago

“We’re Gonna See Western Digital (WDC) Go Up,” Says Jim Cramer

We recently published 10 Stocks Jim Cramer Talked About. Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer discussed recently. Computer hardware manufacturer Western Digital Corporation (NASDAQ:WDC)’s shares have ga... Full story

Yahoo Finance • 2 days ago

Emerging Markets Draw Strongest Inflows Since 2009 as Investors Reposition

This article first appeared on GuruFocus. Emerging markets are shaping up as a favored trade heading into 2026, with money managers increasingly positioning for what could be a multi-year reallocation after a long period in the wilderness... Full story

Yahoo Finance • 3 days ago

Will the S&P 500 Post Double-Digit Returns in 2026 for a 4th Consecutive Year? Here's What History Says.

Key Points The S&P 500 has been outperforming its long-run average in six of the past seven years now. The index hasn't posted double-digit returns for four straight years since before the dot-com bubble imploded. However, many top banks... Full story

Yahoo Finance • 5 days ago

Morgan Stanley seen as front-runner for SpaceX IPO, sources say

By Echo Wang, Joey Roulette and Milana Vinn NEW YORK, Dec 19 (Reuters) - Morgan Stanley is emerging as a leading contender for a key role in SpaceX's blockbuster initial public offering, as the bank's close ties to CEO Elon Musk give it a... Full story

Yahoo Finance • 5 days ago

4 software stocks facing guidance risks in 2026, Morgan Stanley warns

Investing.com -- Morgan Stanley has flagged four U.S. software companies that could face downside risk when they issue initial guidance for 2026, even as the broader setup across the sector looks more constructive than in recent years. In... Full story

Yahoo Finance • 5 days ago

Oracle's AI Data Center Deal Triggers Wall Street Jitters

This article first appeared on GuruFocus. Morgan Stanley (NYSE:MS) analysts said investor nerves around the AI infrastructure trade were exposed after Oracle (NYSE:ORCL) confirmed that Blue Owl Capital is not contributing equity to a majo... Full story

Yahoo Finance • 5 days ago

What The Latest Outlook Shift Means For Formula One Group's Valuation Narrative

Formula One Group stock has received a modest price target lift, with the fair value estimate nudging up from $118.07 to $118.20 per share as expectations for its long term growth runway improve. The shift reflects slightly faster projecte... Full story

Yahoo Finance • 6 days ago

Guru Fundamental Report for MS

Below is Validea's guru fundamental report for MORGAN STANLEY (MS). Of the 22 guru strategies we follow, MS rates highest using our Multi-Factor Investor model based on the published strategy of Pim van Vliet. This multi-factor model seek... Full story

Yahoo Finance • 6 days ago

Morgan Stanley recommends adding to this major chip stock ahead of 2026

Investing.com -- Morgan Stanley told investors in a note Thursday that it recommends increasing positions in one key semiconductor stock ahead of 2026, raising its price target and reiterating the stock as a top pick, citing accelerating A... Full story

Yahoo Finance • 6 days ago

Carla Harris on the Board's Most Crucial Task: CEO Succession

Inside the Boardroom: Carla Harris, a board member at Walmart, Cummins, and MetLife and Senior Client Advisor at Morgan Stanley, joins WSJ's Emily Glazer to analyze the critical role of CEO succession planning in the modern boardroom. Reco... Full story

Yahoo Finance • 7 days ago

Meta Platforms, Inc. (META) Boasts Significant Upside Potential Despite Morgan Stanley Price Target Cut

Meta Platforms Inc. (NASDAQ:META) is one of billionaire David Tepper’s top stock picks heading into 2026. On December 11, Morgan Stanley cut its price target of Meta Platforms Inc. (NASDAQ:META) to $750 from $820 while reiterating an Overw... Full story

Yahoo Finance • 7 days ago

Looking at the Narrative for GE HealthCare as Margin Execution and Tech Upside Reshape Expectations

GE HealthCare Technologies stock has seen only a marginal uptick in its fair value estimate to about $89.22 per share, even as the assumed discount rate has eased from roughly 8.40% to around 8.30%. This shift reflects growing confidence i... Full story