Morgan Stanley

Quantli Newsdesk

· 18 hours ago

Morgan Stanley upgraded Honeywell Aerospace to overweight from equal weight with a $205 price target, citing an excessive 35% discount to peers despite ongoing concerns about growth and margins. The aerospace company, spun off from Honeywell in late June, trades at 16.8 times estimated 2028 price-to-free-cash-flow, making it the cheapest large-cap aerospace stock in the firm's coverage.

Quantli Newsdesk

· 15 days ago

Hadrian, a defense tech company building automated factories for military components, raised $1.37 billion in Series D financing at a $7.87 billion valuation. Morgan Stanley Wealth Management participated alongside major investors including JPMorgan Chase and Apollo. The funding will expand Hadrian's manufacturing footprint and production capabilities in munitions, shipbuilding, and autonomous systems.

Quantli Newsdesk

· 23 days ago

Morgan Stanley launched the Morgan Stanley Ethereum Trust (MSSE) and Morgan Stanley Solana Trust (MSOL) on NYSE Arca, both charging 0.14% expense ratios. The funds offer spot exposure to ETH and SOL, plus staking rewards with 95% of yields distributed to shareholders. This follows Morgan Stanley's Bitcoin Trust, which attracted over $381 million in assets since April.

Quantli Newsdesk

· a month ago

Morgan Stanley's E*TRADE brokerage has completed the rollout of spot crypto trading for Bitcoin, Ethereum and Solana to nearly 9 million retail clients, following a pilot program launched in May. The service charges 50 basis points per trade and is powered by zerohash, with plans to eventually transition to Morgan Stanley Digital Trust, a national trust bank currently being organised.

Quantli Newsdesk

· a month ago

Morgan Stanley and its peers reported robust second-quarter results fueled by a surge in investment banking activity, including the record-breaking SpaceX IPO, alongside strong trading revenue driven by geopolitical volatility. The banking sector is experiencing a rare 'sweet spot' where both Wall Street and Main Street businesses are performing well simultaneously, with commercial lending also showing signs of recovery.

Quantli Newsdesk

· a month ago

Morgan Stanley strategist Michael Wilson forecasts a shift in investor preference from semiconductor stocks to AI hyperscalers such as Microsoft, Amazon, and Meta, citing strong core businesses. He expects US stocks to face near-term pressure as momentum fades in chipmakers, while maintaining an S&P 500 year-end target of 8,000.

Quantli Newsdesk

· 2 months ago

Nvidia completed a $25 billion bond offering, its first since 2021, attracting more than $85 billion in orders. The chipmaker joins tech giants like Alphabet and Amazon in tapping debt markets to fund AI infrastructure and strategic investments. Proceeds will refinance existing debt and support general corporate purposes as the company invests heavily in AI partnerships and shareholder returns.