Morgan Stanley (MS)

AI spending is approaching $1 trillion per year, but will there be a return from that spending?

Global financial markets are currently navigating a turbulent sea, buffeted by a relentless storm of escalating trade tensions and proliferating geopolitical risks. The convergence of these powerful forces is casting a long shadow over investor sentiment, amplifying market volatility, and injecting profound uncertainty into corporate outlooks worldwide. From punitive tariffs

The financial markets are on the cusp of a significant shift, with the Federal Reserve widely anticipated to enact an interest rate cut in September 2025. This pivotal move is primarily driven by clear and compelling evidence of a weakening U.S. labor market, signaling a strategic pivot by the

The industrial sector is outpacing the S&P 500 -- here are two companies to watch.

Investors rarely like it when a large chunk of stock in one of their companies is sold for a relative bargain.

The U.S. stock market is bracing for a fascinating transitional period, with major financial institutions forecasting a phase of moderated gains and heightened volatility for the S&P 500 (SPX) in late 2025. This anticipated choppiness is seen not as a setback, but as a prelude to a more

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 4.5% in the afternoon session after continued positive momentum as it received bullish commentary from Wall Street, including being named a 'Top Pick' by Morgan Stanley. Morgan Stanley analyst Erik Woodring raised the firm's price target on Western Digital to $99 from $92, reiterating an Overweight rating. This decision followed meetings with company executives, which increased the firm's confidence in Western Digital's technology roadmap.

The corporate landscape is currently experiencing a period of surprisingly robust earnings, particularly among S&P 500 companies, with an "insatiable demand for Artificial Intelligence (AI) technology" identified as the primary catalyst. This AI-driven momentum is not only fueling remarkable profitability for mega-cap tech companies but is also laying the

Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) fell 3.3% in the morning session after Morgan Stanley lowered its price target on the stock. The investment bank trimmed its target price for the cybersecurity company from $28.00 to $22.00, while maintaining an "equal weight" rating on the shares.

Figma stock shriveled after the design software firm forecast decelerating revenue growth in its first post-IPO quarterly report.

Meta Platforms and Pure Storage are poised to benefit as artificial intelligence spending continues to surge in the years ahead.

Elon Musk's AI startup xAI faces mounting leadership instability as Chief Financial Officer Mike Liberatore departed in late July.

The financial markets are currently experiencing their perennial "September effect," a period historically marked by weakness for the S&P 500 index. However, beyond this seasonal dip, a more compelling narrative is unfolding: a significant segment of analysts projects the S&P 500 to reach an impressive 6,800 by

Shares of leading data storage manufacturer Western Digital (NASDAQ: WDC) jumped 3.5% in the afternoon session after Morgan Stanley named the stock its "Top Pick" with an overweight rating. 

Shares of multinational media and entertainment corporation Paramount (NASDAQ:PARA) jumped 3.1% in the afternoon session after the company announced a major film deal with Microsoft-owned Activision to bring the popular “Call of Duty” video game franchise to the big screen. 

Early September 2025 has ushered in a wave of market unease, as the historically notorious "September Effect" appears to be amplified by a potent cocktail of contemporary economic uncertainties. Investors are grappling with the immediate implications of escalating tariff challenges and a highly anticipated, yet contentious, Federal Reserve interest rate

Rep. Marjorie Taylor Greene buys Google stock just days before a key antitrust ruling. See her latest trades and portfolio performance.

Offerpad rose over 2% in after-hours trading on Tuesday, extending its recent volatility driven by Fed rate cut speculation.

A pundit tracking the stock is anticipating slowdowns in both a crucial product category and an important geographic region.

Zscaler stock rose amid fiscal Q4 earnings, revenue and billings that topped estimates while fiscal 2026 sales guidance came in above views.

Shares of quantum computing company IonQ (NYSE:IONQ) fell 1.9% in the afternoon session after the stock was caught in a broader market sell-off driven by rising Treasury yields that heavily impacted technology stocks. 

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) fell 4.5% in the afternoon session after Morgan Stanley downgraded the stock to 'Underweight' from 'Equal-Weight', citing concerns over a future slowdown in growth. 

Shares of apple device management company Jamf (NASDAQ:JAMF) fell 3.7% in the afternoon session after Morgan Stanley lowered its price target on the stock to $10.00 from $14.00. 

Shares of beauty, cosmetics, and personal care retailer Ulta Beauty (NASDAQ:ULTA) jumped 6.6% in the afternoon session after Barclays maintained its "Overweight" rating on the stock and increased its price target.