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Morgan Stanley says SpaceX investors miss the bigger story

According to The Washington Post, CEO Elon Musk talked about the data haul, arguing SpaceX got everything it needed from the heat-shield experiment “and then some,” while engineer Kate Tice called it ...

Morgan Stanley resets Microsoft stock forecast ahead of earnings

Analysts reveal whether Azure's growth will hold, and what may happen to shares next.

Morgan Stanley sees shift coming for big tech investors

Morgan Stanley's Lisa Shalett warns semiconductor stocks now make up 18% of the S&P 500. See how the AI trade is shifting and where leadership goes next.

SpaceX Is $15 Away From A ‘Worthless’ AI Business Says Morgan Stanley

Some analysts at the bank looked at the falling price of the stock and said it implies investors assign to SpaceXAI, the Grok chatbot division.

Morgan Stanley Slashes Salesforce Price Target By 35%

Adam Wood cut Salesforce's price target 35% from $287 to $185, downgrading CRM to Equal Weight on timing concerns, not AI skepticism. Agentforce's $3.4B annualized run rate is only 7% of Salesforce's ...

Morgan Stanley Set a $300 Price Target on Elon Musk's SpaceX Stock

SpaceX's unique business model comes with a high ceiling, but also a low floor.

Morgan Stanley’s $100 Million SpaceX IPO Payday Was Only a Start

Morgan Stanley’s investment bankers reaped $100 million for their work taking SpaceX public. It turns out that was only the beginning.

'This is not a normal cycle': Morgan Stanley says selling in memory stocks is a major buying opportunity

Morgan Stanley says selling in memory stocks is an opportunity, as demand for memory capacity from data centers continues to create bottlenecks.

Morgan Stanley Cuts Its Alibaba Stock Price Target

Morgan Stanley kept Alibaba (BABA) stock as a "top pick" ahead of late-August earnings. Analyst Gary Yu made the call over two weeks after cutting his target to $180 from $190.

Morgan Stanley: AI Spending Could Hit $1.4 Trillion by 2028, But 60% Leaves the US

Morgan Stanley‘s (NYSE: MS | MS Price Prediction) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline ...

Morgan Stanley says the memory stock selloff is a chance to buy

Micron, Samsung, and SK Hynix all fell over 20%. Morgan Stanley says the data center memory shortage never broke and calls the drop an entry point.

Goldman Sachs and Morgan Stanley had a monster quarter. Analysts say these giants could be next.

Robust first-half earnings from Morgan Stanley and Goldman Sachs last week have triggered earnings and recommendation upgrades from research analysts as they say Wall Street’s success may be shared in ...