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Morgan Stanley

Morgan Stanley names stocks to tap upgrade supercycle in corner of AI

by Walter Watson
Morgan Stanley names stocks to tap upgrade supercycle in corner of AI

The market is underestimating one corner of artificial intelligence, according to Morgan Stanley. That’s advanced packaging in semiconductors, which consists of technologies that package integrated circuits to “increase functionality, high …

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US retail sales tepid in May; manufacturing production surges

by Lionel Rogers
US retail sales tepid in May; manufacturing production surges

By Reuters Published Jun 19, 2024 U.S. retail sales barely rose in May and data for the prior month was revised considerably lower, suggesting that economic activity remained lackluster in …

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Immigrants help keep job growth high as inflation cools

by Vera Ward
Immigrants help keep job growth high as inflation cools

U.S. President Joe Biden greets members of the U.S. Border Patrol at the U.S.-Mexico border in Brownsville, Texas, U.S., February 29, 2024. Kevin Lamarque | Reuters Immigration — both authorized …

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Chinese tech stars Alibaba, JD fuel convertible bond surge, likely ‘precursor’ to IPO rush

by Anas Siddiqui
Chinese tech stars Alibaba, JD fuel convertible bond surge, likely ‘precursor’ to IPO rush

A recent boom in convertible bond sales is kindling hopes that Hong Kong’s capital market is warming up after a years-long chill, with Wall Street banks readying themselves to bask …

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9 stocks that can benefit from Fed interest rate cuts

by Horatio Thompson
9 stocks that can benefit from Fed interest rate cuts

The S & P 500 and Nasdaq extended their record rallies this week following cooler-than-expected consumer inflation data Wednesday morning. While Fed rate cuts would likely benefit the overall stock …

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Trump CEO meeting to include Dimon, Fraser, Moynihan

by Vera Ward
Trump CEO meeting to include Dimon, Fraser, Moynihan

US President Donald Trump gestures as CEO of Bank of America Brian Moynihan (L) speaks during a meeting with banking leaders to discuss how the financial services industry can meet …

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History shows now has been a great time to buy Apple’s stock

by Ron Morgan
History shows now has been a great time to buy Apple’s stock

It’s historically been a smart move to buy Apple shares around this time of year coming off the technology giant’s developer conference, according to Morgan Stanley’s sales team. Data from …

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Morgan Stanley names global stock as its new top pick

by Ron Morgan
Morgan Stanley names global stock as its new top pick

Morgan Stanley named a new top pick which it called a “unique Nvidia proxy.” That’s Aspeed Technology, a Taiwan-listed fabless chip designer which Morgan Stanley pointed out is the Nvidia’s …

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Morgan Stanley fund manager says diversify with these 2 stocks

by Walter Watson
Morgan Stanley fund manager says diversify with these 2 stocks

Big Tech has been a closely watched theme over the past year, with investors piling into AI poster child Nvidia and the other so-called “Magnificent Seven” stocks: Alphabet , Amazon …

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Alphabet CFO Anat Ashkenazi jumps from GLP-1 boom to generative AI

by Walter Watson
Alphabet CFO Anat Ashkenazi jumps from GLP-1 boom to generative AI

Alphabet incoming CFO Anat Ashkenazi, who spent 23 years at Eli Lilly Eli Lilly Alphabet’s outgoing finance chief, Ruth Porat, spent the past year and a half trying to help …

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