Morgan Stanley
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financeMorgan Stanley CIO Wilson Calls S&P 500 to 8,300, Says Dips Are Buys
Mike Wilson declares the 2025 correction is over, predicting the S&P 500 will hit 8,300 and urging investors to buy every retracement.
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financeAI Spending Spree Defies Economic Gravity, Morgan Stanley Warns
Morgan Stanley flags $800B AI capex as inflation-resistant, challenging Fed policy and traditional market signals.
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financeWall Street Bets Big on Tech Debt as AI Borrowing Explodes
Credit default swap trading on major US tech firms surges 90% amid record borrowing for AI investments.
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techDell Shares Surge to Record High on AI Server Optimism
Dell stock jumps over 16% to all-time high as multiple analysts raise price targets on strong AI server demand expectations.
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cryptoOpenAI Files Confidentially for IPO with Goldman Sachs, Morgan Stanley
OpenAI files a confidential IPO with Goldman Sachs and Morgan Stanley. Target listing window between Labor Day and Thanksgiving 2026.
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techOpenAI Targets September IPO, Aims to Raise $60 Billion
OpenAI plans to file for a US IPO as early as September, seeking to raise $60 billion at an $852 billion valuation, intensifying competition with Google and Meta.
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financeMorgan Stanley Strategist Bets on Stocks Over Bonds
Morgan Stanley's chief cross-asset strategist sees a 'risk-on' environment for equities through 2026, favoring US stocks over fixed income.
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financeMorgan Stanley Warns Stock Rally at Risk from Bond Selloff
Morgan Stanley warns the stock rally is vulnerable to a decline due to rising bond yields compressing valuations.