#Morgan Stanley
articles
Morgan Stanley Names 5 AI-Sovereignty Stocks with 20%-Plus Upside
The bank's AI-sovereignty screen spans chips, packaging, cloud and telecom, with base-case price targets implying 21% to...
Morgan Stanley's Dallas Hub Highlights Wall Street's Growing Texas Bet
Lower taxes, lighter regulation and cheaper living are drawing Morgan Stanley, Vanguard, JPMorgan and Goldman Sachs deep...
Morgan Stanley: SpaceX Shares Can Double as AI Bet, Cursor Deal Drives New Thesis
Morgan Stanley sees SpaceX's $60B purchase of AI coding tool Cursor as a re-rating catalyst, with a $300 price target im...
Acciona's Franco Family Branch Sells 3% Stake After Pact Expiry
The Entrecanales Franco branch sold 3% of Acciona for about €359m after the family pact lapsed, leaving the two controll...
Morgan Stanley Predicts 25% Memory Price Jump, Chip Stocks Rally
A Morgan Stanley analyst says memory chip prices will surge at least 25% in Q3, fueling a rebound in Micron, Sandisk and...
Google Backstops Anthropic’s $15B Data Center Deal with Lease Guarantees
Google is providing billions in lease guarantees for AI startup Anthropic’s use of a massive new Texas data center campu...
Morgan Stanley Bets on Optical Specialists for Apple's AI and Mixed Reality Push
The bank sees Largan Precision and a Taiwan-based lens maker as key beneficiaries of premium smartphone camera upgrades ...
Ibovespa Rises on Global Optimism but Petrobras and Insurers Drag; Dollar at R$5.11
Brazilian stocks climbed 0.8% as US-Iran tension eased, lifting bank shares, while oil and insurance stocks fell. Morgan...
US Corporate Cash-to-Value Ratio Drops to 20-Year Low as Capex Booms
U.S. corporate cash swelled in Q1 2026, yet aggressive reinvestment pushed the cash-to-enterprise value ratio to a two-d...
US Firms Deploy Record Cash into Growth as Cash-to-EV Hits 20-Year Low
US companies are spending their swelling cash reserves on aggressive growth plans, pushing cash-to-enterprise value and ...
Markets Have Grown Numb to Trump’s Social Posts — What to Watch Instead
Morgan Stanley says investors now shrug off most of Trump's social media missives. The bank urges a pivot to concrete po...