COMPANY DETAILS

Here’s how Amazon’s stock could nearly double by the end of next year, according to Morgan Stanley

Amazon is very far from its goal of achieving $1 trillion in cloud revenue, but it could deliver handsome returns for investors as it pursues that target, an analyst notes.

Argenx's Myositis Data Strengthen Efgartigimod Outlook, Morgan Stanley Says

Argenx's (ARGX) latest myositis data strengthened the outlook for efgartigimod, particularly in immune-mediated necrotizing myopathy, resulting in higher probability-of-success assumptions, Morgan ...

What BofA and Morgan Stanley Are Saying About Apple (AAPL) Stock in August

BofA and Morgan Stanley both target a September 2026 foldable iPhone launch for AAPL, with prediction markets already pricing in an 81% probability. BofA warns foldable display costs could pressure ...

Morgan Stanley sends a blunt Tesla message to investors

Morgan Stanley keeps Tesla TSLA at $415 and says Robotaxi scaling and Tesla Optimus proof points are now the stock's most important catalysts.

Morgan Stanley’s Weaver Warns of Risks in AI-Compute Bottleneck

Companies are seeing increasingly meaningful artificial intelligence adoption, but constraints on computing supply remain a bottleneck for growth, according to Morgan Stanley’s Michelle Weaver.

Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley Says

Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are likely to focus more on the chipmaker's longer-term growth drivers, Morgan Stanley said in a Monday client ...

Morgan Stanley Launches the U.S. Innovation Infrastructure Initiative, Facilitating Approximately $1.5 Trillion to Support America’s Next Era of Growth

Morgan Stanley Launches the U.S. Innovation Infrastructure Initiative, Facilitating Approximately $1.5 Trillion to Support America’s Next Era of Growth ...

Morgan Stanley's troubling housing forecast is playing out now

Morgan Stanley modeled mortgage rates at 4%, 5%, and 6%, and none restore pre-2022 housing affordability. Here's what the numbers mean for homebuyers.

Morgan Stanley Says SpaceX Is Worth $300 Per Share. The Stock Trades Near $140. Here's Who I Think Is Right.

SpaceX's acquisition of Cursor could mean big things for Elon Musk's company.

Morgan Stanley Starts $1.5 Trillion Venture for US Innovation

Morgan Stanley said it will seek to facilitate about $1.5 trillion of investment activity tied to the US’s push for innovation and the infrastructure needed to bolster it.

Morgan Stanley starts $1.5T innovation infrastructure initiative

Morgan Stanley targets $1.5T in U.S. innovation infrastructure over 10 years, spanning AI, semis, energy and supply chains—see what it means for markets.

Demolition clears way for billion-dollar Uptown tower that Morgan Stanley is eyeing

Morgan Stanley is looking to build a new regional hub in Dallas. It would be housed in a billion-dollar high-rise in Uptown.