Noticias de MS_US
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Últimas noticias sobre MS_US — 3544 novedades recientes. Análisis, balances, opiniones y cobertura de prensa.
Morgan Stanley IM says rising Treasury yields reflect strong nominal growth of around 6.5%, not economic stress. It favours US and Japanese stocks, is…
The mega caps did the heavy lifting while most stocks went nowhere.
Morgan Stanley cut its DraftKings target to $31 from $36 but kept its Overweight rating, which still implies 57% upside.
Key TakeawaysAmazon shares rose 5% today after Morgan Stanley named the stock a Top Pick and raised its price target to $350 from $335. Morgan Stanley’s margin forecast for AWS is close to what AWS already earns, so the bigger question is whether its growth keeps speeding up.
The bank calls Nvidia the best risk/reward in AI. Its own report lays out what happens to suppliers when a capital cycle turns.
The bank calls Nvidia the best risk/reward in AI. Its own report lays out what happens to suppliers when a capital cycle turns.
CNBC's Kelly Evans breaks down the bullish case for Home Depot and other retail names investors should be watching with Simeon Gutman, senior retail analyst at Morgan Stanley.
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