
Morgan Stanley doubles up its upgrade on a cybersecurity stock near a pivotal inflection point
Morgan Stanley doubles up its upgrade on a cybersecurity stock as it nears a pivotal inflection point, signaling potential upside for investors.
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Morgan Stanley doubles up its upgrade on a cybersecurity stock as it nears a pivotal inflection point, signaling potential upside for investors.

Morgan Stanley promoted 184 new managing directors for 2026, highlighting a strong AI leadership track with several AI-focused appointees, plus hires in private credit, investment banking, trading, and sales (including biotech banking and ex-hedge fund traders). Base MD pay is about $400k with additional bonuses, and the list features promotions across regions and functions, with names listed at the article’s end.

Morgan Stanley recommends buying defense stocks following geopolitical tensions involving Venezuela and Iran, suggesting these stocks may benefit from increased defense spending and geopolitical risks.

Renovations are ongoing at 1585 Broadway, Morgan Stanley's Manhattan headquarters, involving re-cladding and refurbishing the 42-story office tower, with completion expected in the latter half of 2026.

Morgan Stanley has named Microsoft as its top large-cap software pick, citing strong demand, promising AI growth prospects, and increasing margins in Azure AI, with a bullish outlook and a $650 price target.

Morgan Stanley has expressed a bullish outlook for the year 2026, indicating positive expectations for its financial performance and investment prospects in the coming years.

Morgan Stanley has released its top stock picks for 2026, highlighting Nvidia among other favored investments, indicating a positive outlook for these stocks over the next few years.

Jim Cramer warns that PayPal's stock could decline significantly following a harsh downgrade from Morgan Stanley, which cited sluggish checkout integrations and potential impacts on margins, leading to a cautious outlook on the company's future performance.

Morgan Stanley is likely to serve as the lead underwriter for SpaceX's upcoming IPO, marking a significant step in the company's public offering plans.

Morgan Stanley is emerging as a leading contender to lead SpaceX's highly anticipated IPO, leveraging its long-standing relationship with Elon Musk, though the final decision is still pending and contingent on market conditions.

Broadcom reported strong quarterly earnings with revenue and EPS beating estimates, and maintained a bullish outlook, but its stock dropped 11% due to concerns over margin compression from rising AI-chip demand. Morgan Stanley reaffirmed its buy rating and increased its price target from $443 to $462, citing a strong long-term setup despite short-term volatility.

Goldman Sachs and Morgan Stanley CEOs predict a potential 10-20% correction in stock markets within the next 12-24 months, sparking a global selloff and raising concerns about systemic risks in private credit markets, while investors consider adjusting their portfolios amid uncertain monetary policy.

Goldman Sachs and Morgan Stanley warn of a potential 10-20% market correction within the next 12-24 months following a year of relentless rally, but see Asia, especially China, Japan, Hong Kong, and India, as promising investment opportunities due to recent positive developments and growth themes.

Morgan Stanley highlights that while earnings support stocks, investors should be cautious of two risks: potential headwinds from Fed policy and funding markets, especially as the S&P 500 trades at a high valuation of 23 times next year's earnings, well above its 10-year average.

The stock market experienced a positive session with major indexes like the Dow, S&P 500, and Nasdaq gaining, driven by strong earnings reports from Morgan Stanley and Bank of America, a rebound in Nvidia, and optimism despite U.S.-China trade tensions. Small-cap stocks hit new highs, and economic indicators showed resilience, supporting the rally.