For years, Wall Street has poured billions into AI-focused companies on the strength of strategic promises.…
Tag: Morgan
Morgan Stanley resets Walmart forecast on high inflation
Walmart (WMT) had a rough Thursday. The stock dropped roughly 7.3% on May 21, 2026, closing…
Morgan Stanley resets Dell stock price target
When an analyst hikes a price target by 55% and still tells clients to sell, the…
Morgan Stanley makes bold Lam Research stock call
The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now…
Morgan Stanley resets PANW stock price target on demand trends
Palo Alto Networks (PANW) just picked up another vote of confidence from Wall Street, and it…
Intuit earnings put Morgan Stanley stock forecast to the test
Intuit’s latest earnings report gave investors fresh evidence for the bull case Morgan Stanley laid out…
Morgan Stanley resets Spotify stock price target
Morgan Stanley is staying bullish on Spotify (SPOT), reiterating an overweight rating and a $590 price…
Morgan Stanley flags major Home Depot opportunity ahead
I have been watching the housing market do something unusual for the better part of two…
Rocket Companies, Inc. (RKT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Rocket Companies, Inc. (RKT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference…
Morgan Stanley revisits Walmart stock price target pre-earnings
There’s a version of Walmart most people still picture. Fluorescent lights, crowded aisles, maybe a cart…
Morgan Stanley revisits top entertainment company stock price target
There is something about being in a crowd of 50,000 people singing the same lyrics that…
Morgan Stanley spills beans on what's next for AppLovin stock
AppLovin just delivered another strong quarter. Its e-commerce advertising business is accelerating faster than expected. And…
Morgan Stanley resets Norwegian Cruise stock price target
Norwegian Cruise Line Holdings (NCLH) is losing investor confidence as Morgan Stanley cuts its price target,…
Morgan Stanley sees more room for Allegro shares
Allegro MicroSystems (ALGM) heads into its next earnings report with a stronger setup than it had…
Morgan Stanley resets Apple stock price target after earnings
Apple just delivered a quarter that surprised even its skeptics. Services grew faster than expected. Margins…
J.P. Morgan examines if AI is really after your paycheck
Anthropic’s CEO warns that half of all entry-level white-collar jobs could vanish within one to five…
Morgan Stanley resets KLA Corp stock forecast
KLA Corporation (KLAC) has become one of Wall Street’s more closely watched semiconductor-equipment names as investors…
Morgan Stanley adjusts Visa stock price after earnings
There’s a recurring fear in fintech circles that the ground beneath Visa Inc. could eventually shift.…
Morgan Stanley resets Coca-Cola stock price target after earnings
The market is full of earnings anxiety. With that, there’s something quietly reassuring about a company…