Die Technologiebörse Nasdaq verzeichnet nach monatelangen Gewinnen einen deutlichen Rückgang. Steigende Zinsen und hohe Bewertungen werfen Fragen nach der zukünftigen Marktentwicklung auf. Experten diskutieren, ob es sich um eine kurzfristige Erholungspause oder eine längerfristige Konsolidierungsphase handelt.
An ex-finance minister, now at Morgan Stanley, stated that the Draghi report and economic literature show a link between slower growth compared to the US and a less developed capital market.
Morgan Stanleyによると、8.5億台超のiPhoneはApple Intelligenceの基本機能を実行できず、13億台超はSiri AIを利用できない。AIへのアクセスが買い替え動機となる一方、ソフトウェアだけでハードウェア販売は困難と警告。Siri AIはiPhone 15 Pro以降で利用可能。
SpaceX's IPO aims to raise a record $75 billion at a $1.77 trillion valuation, with Elon Musk dictating a fixed price of $135 per share. The company is prioritizing retail investors, allocating them 30% of shares, a significantly higher proportion than typical IPOs.
Morgan Stanley ve Goldman Sachs, TCMB'nin bu haftaki toplantısında faizleri sabit tutmasını bekliyor. Morgan Stanley, iç talebin zayıf büyümesi ve ekonomik aktivitenin hız kesmesi nedeniyle sabırlı davranmasını öngörüyor.
Morgan Stanley, TCMB'nin yaklaşan toplantıda faizini %37'de tutup, 2026'nın son çeyreğinde faiz indirimine başlayacağını ve 2027 sonunda faiz oranının %27,50'e düşebileceğini öngördü.
Morgan Stanley stratejistleri, ABD hisse senetlerinde yaşanan satış dalgasının 'sağlıklı bir yeniden ayar' olduğunu belirtti.
Morgan Stanley and Galaxy Digital have partnered to allow eligible wealth management clients to lend Bitcoin, Ethereum, or Solana in exchange for spot crypto exchange-traded product (ETP) shares, streamlining onboarding and reducing minimum transaction sizes.
Morgan Stanley warns that the AI boom has caused a 'chipflation' effect, leading to a sixfold increase in memory chip prices over the past year. This is driving up the cost of smartphones and PCs as manufacturers prioritize data center demand.
摩根士丹利警告，美國聯準會新任主席華許首次FOMC會議可能成為今年外匯市場最被低估的風險事件，可能打破低波動格局，顛覆套利交易布局。分析師認為，歐元、日圓、澳幣、紐幣最易受衝擊。
Morgan Stanley ve UniCredit stratejistleri, Kevin Warsh'ın Fed Başkanı olması durumunda döviz piyasalarında artan volatilite ve belirsizlik öngörüyor. Warsh'ın başkanlığı, mevcut piyasa beklentilerini bozarak dolar ve diğer para birimleri için yeni trendler başlatabilir.
Morgan Stanley will soon allow external AI agents from thousands of corporations direct access to its stock administration platforms, ShareWorks and Equity Edge. This move aims to streamline data and insights for clients' autonomous agents, bypassing traditional human interfaces and marking a significant step in integrating AI into Wall Street's core services.
Brokerages like Morgan Stanley, Goldman Sachs, Macquarie, Jefferies, and HDFC Securities have issued ratings and price targets for several Indian companies, including Reliance Industries, Indigo, Asian Paints, Cummins India, and Heidelberg Cement India, citing various performance metrics and future outlooks.
Morgan Stanley, Goldman Sachs, Macquarie, Jefferies, and HDFC Securities have issued stock recommendations. Morgan Stanley is overweight on Reliance Industries, Goldman Sachs is buying Indigo, Macquarie recommends Asian Paints, Jefferies is buying Cummins India, and HDFC Securities rates Heidelberg Cement India as reduce.
Morgan Stanley analyst Tim Hsiao predicts AI advancements will soon bring Level 3 autonomous driving to market, potentially becoming the norm. Carmakers will need to upgrade AI capabilities for both driving and in-car experiences to differentiate EVs.
Analysts from Goldman Sachs, Citi, Jefferies, CLSA, and Morgan Stanley provide insights on ITC, LIC, Nykaa, Honasa, and LG Electronics India. Ratings range from neutral to buy, with varying target prices and outlooks on earnings, growth, and market conditions.
Kevin Warsh, ex-diretor do Fed e economista, foi nomeado por Trump para presidir o banco central americano. Sua nomeação, aprovada pelo Senado, ocorre após críticas de Trump à política de juros de Jerome Powell.
Goldman Sachs maintained a neutral rating on Jubilant Foodworks, cutting its target price. Analysts cited near-term margin pressure from inflation and slower growth for Domino's India. Other firms rated BPCL, PI Industries, Grasim Industries, and Bharat Electronics with varied outlooks.
OpenAI bereitet laut Insidern einen Börsengang vor und will diesen im September durchführen. Das KI-Unternehmen könnte mit einer Bewertung von einer Billion Dollar in die Top-10 der US-Unternehmen aufsteigen.
Morgan Stanley, NVIDIA Blackwell GPU'larının maliyetinin Google ve Amazon'un özel çiplerinin iki katı olduğunu belirtse de, watt başına sunduğu üstün performansın bu farkı dengelediğini analiz ediyor. NVIDIA'nın uzun vadeli getiri vurgusu, yeni mimarilerle pekişiyor.
Jefferies raised Bharti Airtel's target price to Rs 2,350, citing strong Q4FY26 results. JP Morgan upgraded Cipla to overweight with a Rs 1,550 target, driven by US launch visibility. Morgan Stanley maintained an underweight rating on Dixon Technologies. HDFC Securities upgraded Hyundai Motor India to add, and Nomura has a buy rating on Crompton Greaves Consumer Electricals.
Morgan Stanley analyst Tim Hsiao states that international carmakers must collaborate with Chinese suppliers to compete with Chinese carmakers, as evidenced by Ford's $3 billion EV battery plant with CATL in the US, despite initial opposition due to frayed US-China relations.
Morgan Stanley, S&P 500 endeksine yönelik %8'lik ek yükseliş öngörüsünü açıkladı. Stratejistler, yükselişin kaynağını kâr hikayesine bağladı ve şirketlerin yapay zekayı benimsemesiyle elde edilen verimlilik kazanımlarını vurguladı.
JPMorgan has filed to launch a tokenized money market fund on Ethereum, allowing stablecoin issuers to hold reserves backing their stablecoins in a regulated, cash-like vehicle while earning interest
