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Morgan Stanley

Morgan Stanley names its global picks to play a $100 billion AI boom

by Walter Watson
Morgan Stanley names its global picks to play a 0 billion AI boom

Demand for AI “enablers” such as power producers, grid operators and data centers is surging, according to Morgan Stanley, and a number of Asian companies are set to benefit. Data …

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Tech stocks set for a boost from Arm-based PC chips

by Walter Watson
Tech stocks set for a boost from Arm-based PC chips

The global semiconductor industry is set for a “transformation” — thanks to artificial intelligence PCs loaded with chips developed by British chip designer Arm , according to Morgan Stanley. That’s …

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Morgan Stanley warns against chasing China stocks rally as rebound may stall

by Anas Siddiqui
Morgan Stanley warns against chasing China stocks rally as rebound may stall

Investors should exercise caution while chasing Chinese stocks, among the best performers globally last month, amid technical signs the market is in overbought territory and global fund managers have already …

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What we know about the consumer so far

by Anas Siddiqui
What we know about the consumer so far

A customer walks through The Home Depot store on February 20, 2024 in Austin, Texas.  Brandon Bell | Getty Images The state of the consumer in 2024 is already taking …

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Hong Kong Monetary Authority to host world-class financial forum again in November

by Anas Siddiqui
Hong Kong Monetary Authority to host world-class financial forum again in November

“The executives who attend the summit can also meet local staff and clients, while some of them could also visit the mainland. They can share their insights about Hong Kong …

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Berkshire Hathaway’s big mystery stock wager could be revealed soon

by Anas Siddiqui
Berkshire Hathaway’s big mystery stock wager could be revealed soon

Warren Buffett tours the grounds at the Berkshire Hathaway Annual Shareholders Meeting in Omaha Nebraska. David A. Grogan | CNBC Berkshire Hathaway, led by legendary investor Warren Buffett, has been …

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Apple (AAPL) earnings report Q2 2024

by Walter Watson
Apple (AAPL) earnings report Q2 2024

Apple reported fiscal second-quarter earnings on Thursday that were slightly higher than Wall Street expectations, but showed overall revenue down 4%, and iPhone sales falling 10%.  Apple announced that its board …

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Citi names 3 biotech stocks to play a growing $2.9 billion opportunity

by Walter Watson
Citi names 3 biotech stocks to play a growing .9 billion opportunity

The outlook is starting to look bright for biotech stocks, according to some. With markets now expecting the first rate cut to be in September rather than June or July, …

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Foxconn Raises Full-Year-Outlook Despite Rising Inflation, Global Chip Shortage

by Maya Ortiz
Foxconn Raises Full-Year-Outlook Despite Rising Inflation, Global Chip Shortage

Taiwan’s Foxconn, the world’s largest contract electronics maker, raised its full-year business outlook on Monday thanks to strong sales of smartphones and servers despite concerns of slowing demand due to …

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Morgan Stanley sees 10 to 15 more tech IPOs in 2024, better 2025

by Walter Watson
Morgan Stanley sees 10 to 15 more tech IPOs in 2024, better 2025

Following a long period of waiting, “the IPO market’s back.” That’s according to Colin Stewart, Morgan Stanley’s global head of technology equity capital markets. In an interview with CNBC’s “TechCheck” …

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