Morgan Stanley
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Morgan Stanley Maps Four Scenarios for eBay's Depop Gamble
eBay faces mounting pressure as it boosts spending to defend Depop against Vinted's U.S. push, while a $56 billion takeover bid and analyst downgrades add to investor anxiety about future earnings and market share
Goldman Sachs Forecasts $1.8 Trillion Space Economy by 2035
Goldman Sachs projects the global space sector could reach $1.8 trillion by 2035, as falling launch costs and record investment push space from a niche play to a core asset class for institutional investors
Morgan Stanley Flags Tesla's Cash Burn and Demands Hard Proof
Tesla's rising R&D costs and shrinking margins have Wall Street watching for concrete progress on Robotaxi and Optimus. Morgan Stanley says the next quarter must deliver measurable results to justify the company's AI ambitions
Wall Street Questions Treasury Secretary's Claim That Wealth Gap Is Closing
Treasury Secretary Scott Bessent says the K-shaped economy is over, but wage and spending data suggest the wealth gap remains wide as inflation and market gains benefit higher earners more than working families
Morgan Stanley Warns of Sharp Downside for Bristol Myers Stock
Bristol Myers Squibb delivered strong earnings and raised its outlook, but Morgan Stanley projects a steep drop for the stock as looming patent expirations and pipeline delays cloud the company's future cash flow
Rivian Stock Slides Despite Revenue Beat and Morgan Stanley Upgrade
Rivian delivered strong Q2 revenue growth and raised its delivery outlook, but shares tumbled as investors focused on ongoing losses in its core auto business and the risk of further dilution
Meta Faces Rising AI Costs as Morgan Stanley Eyes New Profit Streams
Meta's AI infrastructure spending is climbing, but Morgan Stanley sees four underappreciated revenue drivers that could boost future earnings even as investors worry about shrinking margins and heavy capital outlays
Bloom Energy Stock Surges as Oracle Project Faces New Delay
Bloom Energy raised its 2026 outlook and reported record revenue, easing investor concerns about delays at Oracle's Project Jupiter. Morgan Stanley says Bloom's backlog and flexible contracts help shield it from project setbacks
Coca-Cola Stock Hits Record as Fairlife Recovers From Cyberattack
Coca-Cola's Fairlife brand was hit by a ransomware attack that shut down U.S. production for nearly two weeks, but the company still posted strong earnings and outperformed rivals, drawing bullish analyst calls and investor confidence
SpaceX Faces $100 Billion Share Unlock as Stock Sinks Below IPO
SpaceX stock has dropped nearly 50% from its high, and a major share lockup expires August 6, putting $100 billion in employee and investor shares in play. Morgan Stanley warns this could be a critical test for the newly public company.
Akamai Stock Target Holds as Morgan Stanley Eyes AI Growth Risks
Morgan Stanley maintains its $165 price target on Akamai, citing long-term AI infrastructure potential despite recent stock declines and near-term revenue uncertainty. Investors are watching for signs the $1.8 billion deal will boost future earnings.
Morgan Stanley Sees Opportunity as Schwab Stock Falls After Record Quarter
Charles Schwab posted record earnings and raised its revenue outlook, yet shares slipped as investors focused on positioning rather than fundamentals. Morgan Stanley is doubling down on its bullish view as Schwab's business mix shifts beyond interest rates
Anthropic's IPO Plans Put AI Model Investing Within Reach
Anthropic, the company behind Claude, is preparing for a potential IPO that could value it near $1 trillion. The move may give U.S. investors their first direct shot at the AI model layer, but risks and questions remain as Wall Street weighs the deal
SpaceX Stock Slides Below IPO Price as Wall Street Splits
SpaceX shares have dropped more than 38% from their June peak, testing investor confidence as Wall Street analysts remain sharply divided on the company's long-term value and growth prospects
Goldman Sachs Doubles Down With 11% Dividend Hike After Fed Test
Goldman Sachs is raising its quarterly dividend to $5 per share after passing the Federal Reserve's latest stress test, signaling confidence in its capital strength as other major banks also boost payouts
Nvidia Faces Growth Questions as Morgan Stanley Stands Firm
Nvidia stock has lagged the semiconductor sector in 2026 despite surging AI demand and record earnings, as investors weigh whether the chipmaker can maintain its dominant position amid rising competition and shifting customer strategies
Rocket Lab’s $8 Billion Iridium Deal Raises Stakes in Space Race
Morgan Stanley sharply increased its bull case for Rocket Lab after the company’s $8 billion Iridium acquisition, signaling a new phase in the competition to capture recurring revenue from satellite connectivity and launch services