Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "MOrgan Stanley"


25 mentions found


watch nowLONDON — U.K. bond yields spiked sharply Thursday after the ruling Labour Party unveiled a sweeping package of tax hikes and increased borrowing. Yields had already risen on Wednesday shortly after the budget announcement by Finance Minister Rachel Reeves, which contained plans for £40 billion ($52 billion) worth of tax hikes and committed to substantially higher borrowing in the coming years. Despite the big moves this week, the gilt market is remaining relatively stable compared to September 2022, when the U.K. suffered its so-called "mini-budget crisis." Analysts had said ahead of the October 2024 budget that such bond market volatility was unlikely to repeat itself, largely because the U.K. inflation has dropped sharply since the Truss era. Analysts at Goldman Sachs said Thursday it would "reduce the urgency for sequential cuts in the near term."
Persons: Rachel Reeves, We've, Liz Truss, Truss, Reeves, Goldman Sachs, Morgan, Andrew Sheets, BOE, Sterling Organizations: Labour Party, Labour, ING, Budget, Conservative Party, Bank of England, Goldman, CNBC, U.S Locations: London
Analysts think there's still room for Meta shares to run, even after the company posted disappointing metrics in its latest quarterly report . Wall Street majors are largely optimistic on Meta over the next year, with most firms assigning a price target that implies at least 5% upside. META remains best early GenAI winner in the group," Morgan Stanley analyst Brian Nowak wrote in a note to clients. Shmulik has a price target on the high range of the Street. "We're constructive on the core business, we believe Meta can continue delivering revenue growth above expectations."
Persons: Bernstein, Goldman Sachs, Morgan Stanley, Brian Nowak, " Nowak, Deutsche Bank's Benjamin Black, Mark Shmulik, Shmulik, Meta Organizations: Meta, Facebook, Wall, Lab, Reality Labs, Bank of America, Barclays, Citi, Deutche, Deutsche, Locations: U.S
Apple CEO Tim Cook (C) joins customers during Apple's iPhone 16 launch in New York on September 20, 2024. Apple's second-largest division after the iPhone has turned into a $100 billion a year business that Wall Street loves. In Apple's earnings report on Thursday, the company said it reached just under $25 billion in services revenue, an all-time high for the category, and 12% growth on an annual basis. Apple's services unit has become a critical part of Apple's appeal to investors over the past decade. After Thursday, Apple's services business alone, based on its most recent run rate, would land around 40th on the Fortune 500, topping Morgan Stanley and Johnson & Johnson.
Persons: Tim Cook, Apple's, Apple, Luca Maestri, We've, Cook, Morgan Stanley, Johnson, Maestri Organizations: Apple, Services, SEC, Google, Apple Pay, Johnson Locations: New York, Europe
Test drivers on Project Rodeo say they push the company's self-driving software to its limit. Business Insider spoke with nine current and former Project Rodeo test drivers and three Autopilot engineers in states including California, Texas, and Florida. Test drivers on Project Rodeo say they push the company's self-driving software to its limit. Tesla did not respond to a detailed list of questions about Project Rodeo and its self-driving technology. Paul Hennessy/SOPA Images/LightRocket/GettyTwo years later, test drivers were asked to train the system near pedestrians, test drivers said.
Persons: Elon Musk, Tesla, they're, Noah Berger, Missy Cummings, Cummings, Mark Rosekind, Patrick Pleul, Musk, Morgan Stanley, Adam Jonas, They're, FSD, John Bernal, Bernal, Paul Hennessy, Five, , It's, Cruise, Mario Tama, Philip Koopman, Koopman, Alex Roy, Roy Organizations: Business, BI, Stanford University, National, Traffic Safety Administration, NHTSA, Drivers, Tesla, YouTube, Department of Transportation, San, Cruise, Carnegie Mellon University Locations: San Francisco, California , Texas, Florida, Texas, crosswalks, Cruise, Phoenix, Arizona, Los Angeles , California
High-net-worth sports fans can now invest in an index of companies tied to their favorite league. AdvertisementSports fans with money to spare can now reap returns from their favorite leagues thanks to a new investment offering from Morgan Stanley. The Parametric Custom Core Sports League strategy is a portfolio that allows high-net-worth fans to invest a minimum of $250,000 in an index of companies tied to major sports leagues. The offering involves 13 of the biggest sports leagues, from the NFL and NBA to the US Open and Formula 1. Last year, Goldman Sachs unveiled a new unit of dealmakers to pitch investments in teams and stadiums to wealthy clients.
Persons: Morgan Stanley, , Sandra Richards, Morgan Stanley's, Richards, Marc Lasry, Steve Cohen, Goldman Sachs Organizations: Wall, Service, League, NFL, NBA, US, Women's, Morgan Stanley's Global Sports, Entertainment Division, CNBC, Nielsen Sports, Sports, PGA, Yankees, Citi, JPMorgan
Wall Street faces another key litmus test Thursday with results from megacap technology giants Apple and Amazon . For Apple, Wall Street also wants to see its latest iPhone pick up steam, and investors seek more insight into when the company's AI initiative will begin lifting sales. For Apple, Wall Street expects EPS of $1.60 on $94.58 billion in revenue. Amazon's retail business also remains top of mind for Wall Street ahead of the busy holding shopping period. Apple For Apple, Wall Street is eagerly searching for signs of strong demand for its latest iPhone model and updates on its AI strategy.
Persons: Jason Helfstein, Brent Thill, Bank of America's Justin Post, Doug Anmuth, Goldman Sachs, Eric Sheridan, Ronald Josey, Morgan Stanley, Erik Woodring, Jefferies, Edison Lee, Samik Chatterjee, Davidson's Gil Luria, Wamsi Mohan, Tim Long, AAPL, Long Organizations: Apple, Nasdaq, Microsoft, Wall, LSEG, Amazon, StreetAccount, Jefferies, Bank of America's, Apple Intelligence, " Bank of America, Barclays Locations: Amazon
Rachel Reeves, UK chancellor of the exchequer, outside 11 Downing Street ahead of presenting her budget to parliament in London, UK, on Wednesday, Oct. 30, 2024. Bloomberg | Bloomberg | Getty ImagesLONDON — British businesses are smarting after Finance Minister Rachel Reeves' bumper tax-rising budget, with analysts warning that the measures could slow hiring and push up inflation. Under the new rules, employer NI will rise by 1.2 percentage points to 15% from April 2025, while the level at which employers start paying NI for workers will drop from £9,100 to £5,000. Rain Newton-Smith, chief executive of the Confederation of British Industry, a business interest group, described it as a "tough budget for business." That is because businesses could pass on the additional costs to consumers by increasing the price of their products.
Persons: Rachel Reeves, Reeves, , Roger Barker, Barker, Mike Kemp, Andrew Martin, Newton, Smith, Morgan, Andrew Sheets, CNBC's, Morgan Stanley Organizations: Bloomberg, Getty, LONDON, National Insurance, Labour, Conservative, Institute of, Institute of Directors, of British Industry, Corporation, Insurance, CNBC, Bank of, Morgan Locations: London, City of London, United Kingdom
Apple CEO Tim Cook inspects the new iPhone 16 during an Apple special event at Apple headquarters on September 09, 2024 in Cupertino, California. "That should be expected, as Apple Intelligence features (the only reason to upgrade)have yet to be rolled out in a significant way." U.S. carriers, including AT&T, Verizon and T-Mobile, have also seemed unexcited about an Apple Intelligence upgrade cycle. But research firm Counterpoint Research told CNBC in October that iPhone sales, especially for the lower-priced devices, were strong in China. WATCH: Apple Intelligence rollout could be an inflection point, says Futurum Group CEO's Daniel Newman
Persons: Tim Cook, Apple doesn't, Morgan Stanley, Erik Woodring, Davidson, Gil Luria, We're, John Stankey, Malif Atik, Apple, Luca Maestri, Maestri, Kevan Parekh, CEO's Daniel Newman Organizations: Apple, Apple Intelligence, Verizon, Mobile, Huawei, Citi, Research, CNBC, Apple Watch, LSEG, Major League Soccer Locations: Cupertino , California, Spanish, U.S, China, Apple's
ESPN President Jimmy Pitaro , who I spoke with this week in an exclusive interview, doesn't shy away from that. Other media companies buy sports rights too, but ESPN buys more, and its entire existence is predicated on it. Yes, ESPN+ has existed since 2018, but ESPN+ has always been ESPN Lite, as I discussed in a CNBC documentary we put out earlier this year. "If that deal delivers for us in terms of growing our ratings, growing our reach – we got Flagship rights. "If that deal delivers for us in terms of growing our ratings, growing our reach – we got Flagship rights.
Persons: Alex Sherman, Jimmy Pitaro, doesn't, Pitaro, That's, it's, There's, Pitaro hasn't, Venu, Fubo, , He's, Shams Charania, Pat McAfee, he's, Zach Lowe, Max Kellerman, Suzy Kolber, Robert Griffin III, Steve Young, Jalen Rose, We're, Alex, you've, Morgan, Cooper Flagg, Flagg, CNBC's Jess Golden, hasn't, Erik, Hag, Ruud van Nistelrooy, Ruben Amorim, Shohei, — Dwyane Wade, Wade, Michelangelo's David, Dwyane Wade Organizations: CNBC, ESPN, Walt Disney Company, Cable, Warner Bros . Discovery, Paramount Global, Disney, ESPN –, Monday, Football, NBA, WNBA, NHL, MLB, College Football, ACC, Masters, Wimbledon, UFC, Revenue, Flagship, CNBC Sport, Morgan Stanley Wealth Management, Gatorade, Manchester United, archrival Manchester City, English Premier League, Sky Sports News, Los Angeles Dodgers, Major League Baseball, Kaseya, Union of European Football Associations, The, Pickleball, CBS, Fox Sports, December's APP, ESPN Headquarters, Washington Post, The Washington Post Locations: Duke, Los Angeles, Dallas, Atlanta, Portuguese, Japan, Miami, Europe, Fort Lauderdale , Florida
Morgan Stanley is introducing a new portfolio for investors tied to the most prominent sports leagues. Morgan Stanley is hoping to change that. The idea for the new offering first came about when a Morgan Stanley client asked the bank to design a portfolio made up of the companies that support a specific sport. "This one person represents many, and multiples of many that are looking to invest in sports as a fan looking to get engaged." Morgan Stanley says the portfolio will mimic the risk characteristics of the S&P 500.
Persons: Morgan Stanley, Sandra Richards, Morgan Stanley's, Richards Organizations: Thursday, League, Sports, Morgan Stanley's Global Sports, Entertainment, Nielsen Sports
After months of incremental measures, Chinese President Xi Jinping in late September led a top-level meeting that vowed to "halt the real estate market decline." Earlier this month, the Finance Ministry introduced more measures aimed at stabilizing the real estate sector. Property sales and new home construction are unlikely to stabilize until 2027, Goldman forecast. watch nowS&P Global Ratings and Morgan Stanley this month also published reports forecasting China's real estate market will bottom in the second half of 2025. China's latest efforts to bolster confidence have given the real estate market a lift.
Persons: Xi Jinping, Goldman Sachs, Goldman, Morgan Stanley, Edward Chan, Nomura Organizations: China Vanke Co, Bloomberg, Getty, Finance Ministry, Goldman, China Index Academy, P Global, National Bureau of Statistics Locations: China, Hefei, Beijing
Major Wall Street banks remain bullish on Alphabet following the tech titan's strong third-quarter results . On Tuesday, Google's parent company reported earnings of $2.12 per share, while analysts polled by LSEG had predicted $1.85 per share. The company's revenue grew 15% year over year to $88.27 billion, more than the same quarter last year and the $86.30 billion analysts had anticipated. "We think shares could remain choppy as we work through the Search remedies, given the large impact zone, but performance in 3Q was solid." Meanwhile, Goldman Sachs' Eric Sheridan also commended the firm for its strong investment cycle, which includes investments into Google's Cloud infrastructure and more AI deployment through its application ecosystem.
Persons: LSEG, Goldman Sachs, Morgan Stanley, Ross Sandler, Doug Anmuth, Eric Sheridan Organizations: Barclays, Citi, JPMorgan, Bank of America, of America, Google, DOJ
CFRA trimmed its Amazon price target to $219 a share on October 21, indicating 13% upside ahead. The firm has a "buy" rating on the stock and a $210 price target, which implies an 8.3% gain from current levels. The firm said investors have toned down margin expectations due to Amazon's spending in new investment areas, such as Project Kuiper. AdvertisementWedbush reiterated its "outperform" rating and $225 price target, implying a 16% gain from current levels. Morgan Stanley has a $210 price target for the stock, representing upside of about 8% from Wednesday's share price.
Persons: , Arun Sundaram, Sundaram, Justin Post, BofA, Scott Devitt, Wedbush, Morgan Stanley, Bullish, Brian Nowak Organizations: Service, CFRA, Bank of America, Amazon Web Services, 3Q, JPMorgan, Wedbush Securities
AMD's GPU sales are nearing CPU sales, driven by AI data center demand. AMD raised its 2024 GPU sales forecast to over $5 billion, up from $4.5 billion. AdvertisementWhat could also keep this dynamic from becoming permanent is the immaturity of the ecosystem around AMD GPUs. UBS analysts warned that 2025 may be yet another transition year in which AI data centers and GPU sales don't reach maturity — predicting higher GPU sales in 2026 than in 2025. The analysts expect $5 billion in GPU sales this year to reach around $8 billion next year.
Persons: , Lisa Su, Su, Morgan Stanley Organizations: AMD, Service, Bank of America, Nvidia, UBS
Swiss banking titan UBS on Wednesday posted a large profit beat, after completing its first wave of client migrations following its integration of collapsed domestic rival Credit Suisse. Net profit attributable to shareholders came in at $1.43 billion, compared with a mean forecast of $667.5 million in a LSEG poll of analysts. UBS defends it is not "too big to fail." UBS still faces the lofty tasks of integrating its IT system with that of Credit Suisse, along with migrating clients — with the latter transition set to take around 18 months, Reuters reported earlier this month. The UBS results come after the profit beat of Germany's largest lender Deutsche Bank last Wednesday and join this week's spate of third-quarter reports from European lenders, including from BNP Paribas and Santander.
Persons: Sergio Ermotti, Goldman Sachs, Morgan Stanley Organizations: UBS, Wednesday, Credit Suisse, Credit Suisse —, Reuters, Swiss National Bank —, Deutsche Bank, BNP Paribas, Santander
Here are Wednesday's biggest calls on Wall Street: Bank of America reiterates Advanced Micro Devices as buy Bank of America said the stock is best positioned following earnings on Tuesday. JPMorgan reiterates First Solar as overweight The firm said the solar company is still best positioned following earnings on Tuesday. "Attractive entry point ahead of EDN's tariff review, a key value driver that could drive significant earnings growth & trigger stock re-rating. "We remain confident in BOOT's ability to deliver attractive relative earnings growth supported by compelling unit expansion opportunity." Raymond James downgrades Crocs to market perform from outperform Raymond James downgraded the shoe company following earnings citing margin pressures.
Persons: Wells, Reddit, Morgan Stanley, Raymond James, it's, Bernstein, Baird, Raymond James downgrades Qorvo, Barclays downgrades Lear, Goldman Sachs, Chipotle, Goldman, Raymond James downgrades Crocs, Wedbush downgrades Williams Organizations: Bank of America, Devices, AMD, JPMorgan, Catalyst, " Bank of America, DoJ, Citi, YouTube, Bank of, Holdings, of America, Incyte, Boeing, UBS, Barrick Gold, Barrick, Barclays, CMG, Walmart, Apple, Apple Intelligence, 3Q, 4Q, WSM Locations: China, OW, America, Sonoma
AMD still has a gap to close with Nvidia's AI chips
  + stars: | 2024-10-30 | by ( Helen Li | ) www.businessinsider.com   time to read: +4 min
AMD aims to close the gap with Nvidia, which holds 80% of the GPU market. AMD still has a large gap with Nvidia, as it lags behind in GPUs or graphics processing units. Su responded that AMD's road map "actually closed a good part of that gap" with Nvidia's products and that AMD holds an advantage in data center retrofitting. Advertisement"As much as we still believe NVDA will be hard to shake from its 80-85% AI share, AMD still has done an enviable job from virtually zero to ~5% market share," Arya wrote in a note released on Wednesday. Even if this share remains unchanged, the underlying AI growth will still provide AMD "the chance to participate," he added.
Persons: , Lisa Su, MI350, Blackwell, Vivek Arya, Su, Piper Sandler, Harsh Kumar, We've, Arya, Morgan Stanley Organizations: AMD, Nvidia, Service, Devices, Wall Street, Bank of America Securities, Analysts, Microsoft, Meta, Google
Additionally, Reddit guided for fourth-quarter revenue of between $385 million and $400 million, while analysts had estimated an average of $357.9 million. Josey wrote that Reddit's continued user growth and engagement gains have boosted the company — and should continue to do so. JPMorgan analyst Doug Anmuth raised his price target to $110 from $77, while Bank of America analyst Justin Post lifted his target price to $99 from $84. These updated objectives respectively imply that Reddit stock could rise 35% and 21% from its Tuesday close. Shmulik's $85 price target, raised from $65, is just 4% higher than the stock's Tuesday closing price.
Persons: Reddit, LSEG, Ronald Josey, Josey, Reddit's, Morgan Stanley, Doug Anmuth, Justin Post, Brian Nowak's, Bernstein, Mark Shmulik, Shmulik, Jekyll, Hyde, that's Organizations: Citi, Bank of America, JPMorgan Locations: Reddit, Tuesday's
Beijing (Reuters) — Chinese electric vehicle maker BYD posted an 11.5% rise in third-quarter net profit on Wednesday as it maintained strong sales momentum helped by government trade-in incentives. Net profit rose to 11.6 billion yuan ($1.63 billion) in the July-September quarter, the company said in a stock exchange filing. For the first nine months, net profit was up 18.1% to 25.2 billion yuan. With third-quarter revenue up 24% on year to 201.1 billion yuan ($28.24 billion), BYD’s quarterly revenue for the first time outpaced Tesla, whose revenue for the July-September quarter reached $25.2 billion. Tesla still beat BYD in terms of EV sales globally during July to September.
Persons: BYD, Tesla, Morgan Stanley Organizations: Reuters, Local, BYD Locations: Beijing, China
Another busy day of megacap technology earnings kicks off Wednesday with results from Meta Platforms and Microsoft after the bell. Wall Street expects Meta Platforms to post third-quarter earnings of $5.25 per share, up from $4.39 a year ago, per LSEG. For Microsoft, EPS and revenue are expected to reach $3.10 and $64.51 billion, respectively, for the fiscal first quarter . Meta Platforms For Meta Platforms, analysts are hunting for signs that AI is continuing to boost the company's core product and advertising spending. Microsoft Microsoft faces a tougher bar headed into the print, with many analysts leaning toward caution as the company lags some of its megacap peers and underperforms the Nasdaq Composite.
Persons: haven't, Davidson, Gil Luria, Citi's Ronald Josey, Citi's Josey, Mark Mahaney, Barton Crockett, Mark Shmulik, Bank of America's Justin Post, Keith Bachman, Citi's Tyler Radke, Morgan Stanley's Keith Weiss, Weiss, Goldman Sachs, Kash Rangan, Azure's Organizations: Meta, Microsoft, D.A, Revenue, Google, Bank of America's, Microsoft Microsoft, Nasdaq, BMO Capital Markets, BMO
Morgan Stanley estimated that bringing manufacturing back to the US could add $10 trillion to the economy. The bank pointed to a 20-year stagnation of the industrial economy as production was sent offshore. AdvertisementThe US economy could unlock trillions in value over the next decade if more manufacturing activity comes back to the US, according to Morgan Stanley. The Biden administration, meanwhile, has poured billions into its push to increase chip production in the US and boost the manufacturing and industrial sectors. The cumulative effects could be "pretty profound" across the US economy, Snyder said, with the boost to industry and manufacturing bound to raise GDP.
Persons: Morgan Stanley, , Chris Snyder, Snyder, Morgan Stanley's, Trump, Biden Organizations: Service, Biden, of Supply Management, Commerce Department, Economic
RIYADH — The days of easy money and zero interest rates are firmly in the past, Morgan Stanley CEO Ted Pick said Tuesday, speaking at a panel of finance CEOs in Riyadh. "The end of financial repression, of zero interest rates and zero inflation, that era is over. Interest rates will be higher, will be challenged around the world. And the end of 'the end of history' — geopolitics are back and will be part of the challenge for decades to come," Pick said, referencing the famous 1992 Francis Fukuyama book, "The End of History and the Last Man," which argued that conflicts between nations and ideologies were a thing of the past with the ending of the Cold War. Repressed rates and easy monetary policy have been in the rearview mirror since 2022, when — after slashing rates to near zero to deal with the Covid-19 pandemic — the Federal Reserve cranked its benchmark rate up by around 500 basis points over the course of 18 months.
Persons: Morgan Stanley, Ted Pick, Pick, Francis Fukuyama Organizations: Federal Reserve Locations: RIYADH, Riyadh
Revenue from obesity treatment Zepbound is forecast to climb to $1.73 billion from $1.24 billion quarter over quarter. For the year, analysts expect Mounjaro sales to reach $4.58 billion, while Zepbound revenue is seen rising to $5.88 billion. The consensus view for combined sales of both drugs now stands at $30.19 billion, according to FactSet. Other key announcements A clinical trial is in progress that pits Zepbound against Novo Nordisk's Wegovy in obesity treatment. Beyond obesity, Lilly has begun treating patients with Kisunla, its Alzheimer's disease treatment.
Persons: Eli Lilly, Lilly, Seamus Fernandez, Morgan Stanley, Terence Flynn, David Risinger, Morgan Stanley's Flynn, Mounjaro, Cantor, Louise Chen, , Fred Imbert Organizations: Investment, Food, Leerink, Novo Nordisk's, FDA, Kisunla Locations: U.S
The U.S. Federal Reserve won't cut interest rates as much as markets expect because "embedded inflation" is too high, Blackrock CEO Larry Fink said Tuesday, speaking at a CEO-studded panel in Riyadh, Saudi Arabia. The Biden administration's legislation, such as the Inflation Reduction Act and the Infrastructure Investment and Jobs Act, have pushed those efforts forward. "Today, I think we have governmental policies that are embedded inflationary, and, with that being said, we're not gonna see interest rates as low as people are forecasting," Fink said. The Fed cut its benchmark rate by 50 basis points in September, signaling a turning point in its management of the U.S. economy and in its outlook for inflation. In late-September reports, strategists at J.P. Morgan and Fitch Ratings predicted two additional interest rate cuts by the end of 2024, and expect such reductions to continue into 2025.
Persons: Andrew Ross Sorkin, Larry Fink, Saudi Arabia . Fink, " Fink, onshoring, we're, Fink, Morgan, Goldman Sachs, Carlyle, Morgan Stanley Organizations: BlackRock, New York Times DealBook, Jazz, Lincoln Center, U.S . Federal, Blackrock, Saudi, Future Investment Initiative, Biden, Infrastructure Investment, Jobs, Fed, Fitch, U.S . Bureau of Labor Statistics, Standard Chartered Locations: New York City, Riyadh, Saudi Arabia, China, U.S
BlackRock CEO Larry Fink says the Fed will cut rates just once more this year. The market sees two more 25 basis point cuts before the end of the year. AdvertisementThe Federal Reserve will disappoint markets by cutting interest rates just one more time in 2024, BlackRock CEO Larry Fink said. Fink said the Fed will likely cut interest rates by 25 basis points before the end of the year amid a rise in global inflation. The central bank kicked off its easing cycle with a jumbo 50 basis point cut last month.
Persons: Larry Fink, , Fink, " Fink, we're, Goldman Sachs, Morgan Stanley Organizations: BlackRock, Fed, Service, Reserve, Infrastructure Investment, Jobs Act, U.S . Bureau of Labor Statistics, CNBC Locations: Riyadh, Saudi Arabia
Total: 25