Dan Simkowitz argues that strong corporate earnings and the financial strength of major technology companies distinguish today’s AI boom from previous market bubbles. But he acknowledges that investors face a growing challenge in determining which businesses will benefit from the technology and which will be left behind.

Morgan Stanley shares fell for a second consecutive session on the 14th, despite reporting third-quarter earnings that beat market expectations. The…

Jim Cramer says earnings beats failed to lift bank stocks. See why Morgan Stanley fell and what could turn it around.

Morgan Stanley stock took a 2.8% hit today, sliding to about US$181, even though the quarter delivered a powerful headline. Revenue landed near US$20.2b and earnings per share came in just above US$3, backed by a return on tangible common equity of 22.6% that kept the high teens Wall Street crowd on notice. Short term traders saw a down day. Long horizon investors saw a global broker still printing mid 20s net profit margins and trading near a P/E in the mid teens. Like the profitability at...

Morgan Stanley has given long term shareholders a powerful ride, with the stock up 154.7% over the past 3 years, which puts a spotlight on what kind of returns the business is actually earning on its capital. After a softer recent patch for the share price and a busy news flow around banking earnings and capital decisions, the key issue for you is whether those underlying returns are strong enough to support where the stock trades today. A 154.7% gain over 3 years puts a lot of expectations...

Morgan Stanley (MS) posts $20.3 billion in net revenue and $3.03 EPS as Wealth Management and Equities power another standout quarter.

Morgan Stanley beat Q3 estimates with $3.03 EPS and $20.34 bn revenue, but shares fell 2.7%. Wall Street's average 12-month price target stands at $222.14

The investment banking giant, which has opened its doors to AI tools and capabilities, is still committed to being clients

The investment banking giant, which has opened its doors to AI tools and capabilities, is still committed to being clients' trusted advisor, CEO Ted Pick said Wednesday.