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Why Morgan Stanley Stock Dropped on Monday
Yahoo Finance· 2026-02-23 19:01
Stock markets got rocked Monday, with the Dow down 1.3% amid concerns over a new report from Citrini Research, laying out economic risks from AI agents. Financial giant Morgan Stanley (NYSE: MS) stock is down 4.3% as of 1:30 p.m. ET. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. How Citrini Research tanked the market If you haven't heard of Citrini Rese ...
Morgan Stanley hails rare ‘reindustrialization renaissance’ of AI economy—but it’s better for computers than humans
Yahoo Finance· 2026-02-23 17:03
The artificial intelligence revolution is rewriting the rules of the American economy, but rather than ushering in a golden age of consumer prosperity, it is sparking a massive, resource-heavy infrastructure boom that could leave the everyday worker behind. According to a newly released strategic report from Morgan Stanley Wealth Management, the market has entered a “gen-AI-capex-powered” era that represents a rare shift away from consumption-led growth and toward an investment-led “reindustrialization re ...
大摩称瑞郎是最像黄金的避险货币,兑美元有望飙升17%
Sou Hu Cai Jing· 2026-02-23 14:23
钛媒体App 2月23日消息,摩根士丹利策略师表示,在面临美国政策不确定性的背景下,随着市场对瑞 士法郎作为避险货币地位的信心增强,瑞士法郎兑美元可能上涨多达17%。Adams表示,"瑞士法郎是 一种被忽视、被低估的避险资产,看起来其升值幅度和速度都势将超过投资者的预期或市场定价。"他 补充称,瑞士法郎是"最经得起检验"的避险资产,在市场冲击期间跑赢的历史记录最好。(广角观察) ...
Gold-Like Swiss Franc May Surge 17%, Morgan Stanley’s Adams Says
Yahoo Finance· 2026-02-23 12:10
The Swiss franc could surge as much as 17% to the dollar amid growing confidence in the currency’s haven status in the face of US policy uncertainty, according to Morgan Stanley strategists. Most Read from Bloomberg Switzerland’s low inflation, fiscal soundness, and safety of assets, make the franc “arguably the most ‘gold-like’ safe haven currency,” strategists led by David Adams wrote in a note. This could boost the franc to a lifetime high of 0.64 against the dollar in a “bear case” scenario, they s ...
华尔街深度解读“特朗普IEEPA关税被否”:下半年关税或下调,退税或变全面刺激,潜在的行业利好
Hua Er Jie Jian Wen· 2026-02-23 01:57
美国最高法院推翻特朗普基于紧急经济权力法实施的关税后,华尔街主要投行认为这一裁决对经济和市场的实际冲击有限,但为下半年关税政策 转向温和创造了空间,同时可能催生规模高达1200亿美元的选民退税计划。高盛和摩根士丹利的分析显示,有效关税率仅小幅下降约1个百分点, 通胀传导已基本完成,而7月后关税到期将迫使政府采取更多豁免措施。 据央视新闻,美国最高法院20日裁决美国政府征收大规模关税政策"越权"。最高法院以6-3的投票结果裁定特朗普政府根据《国际紧急经济权力 法》(IEEPA)实施的关税违宪。据央视报道,21日,特朗普又宣布,把这项新征收的"全球进口关税"税率由10%提升至15%。这些关税将持续至7月 24日,之后可能通过第301条款实施更持久的关税措施。 据高盛测算,政策调整后,自2025年初以来的有效关税率增幅将从略高于10个百分点降至约9个百分点,基本符合市场此前预期。摩根士丹利指 出,假设现有关税结构将转移至不同法律授权并基本维持原状,且退税规模有限(以850亿美元为中点估计),企业支出或招聘意愿不会出现重大变 化。 退税问题仍存在重大不确定性。最高法院未就政府是否必须退还关税以及具体时间框架作出规定。 ...
Morgan Stanley: Maybe I Was Wrong To Sell (And Why The Preferreds Remain Attractive)
Seeking Alpha· 2026-02-21 16:40
Core Viewpoint - The article reflects a positive shift in opinion regarding Morgan Stanley, indicating that the valuation concerns previously held may have changed, suggesting potential investment opportunities in the bank [1]. Group 1: Company Overview - Morgan Stanley is an investment bank that has been under scrutiny for its valuation, but recent developments may indicate a more favorable outlook [1]. Group 2: Investment Strategy - The Investment Doctor emphasizes a diversified portfolio that includes both dividend and growth stocks, focusing on high-quality small-cap investment opportunities in Europe [1]. - The investment group offers two model portfolios: the European Small Cap Ideas portfolio and the European REIT Portfolio, aimed at providing continuous cash flow through capital gains and dividend income [1].
Morgan Stanley issues sharp take on the stock market
Yahoo Finance· 2026-02-20 17:33
Morgan Stanley thinks that Mr. Market just made a mistake. Strategist Katie Huberty, speaking with Bloomberg, laid out the case that the recent stock market sell-off hasn’t been selective. In fact, she argues that it has been "indiscriminate," where investors continue dumping stocks linked with the AI trade without separating the wheat from the chaff. Huberty’s broader point is that we’re still in the early innings of what could become a whopping $10 trillion capital-spending cycle, driven by major prod ...
Here's How Morgan Stanley Beats the Market From Here
Yahoo Finance· 2026-02-20 15:10
Morgan Stanley (NYSE: MS) has been a terrific stock to own over the past five years, delivering a 125% gain. The company has transformed into a high-return, capital-light bank focused on investment banking and asset and wealth management. Image source: Getty Images. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Morgan Stanley has always excelled in investment banking. During the pand ...
Morgan Stanley Slashes Prices for Clients Trading Private Shares
Yahoo Finance· 2026-02-19 22:10
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- Morgan Stanley chopped pricing in half for clients trading private companies’ shares on its newly acquired EquityZen platform, undercutting competitors as it looks to expand in a growing market.  The bank lowered fees for both buyers and sellers to 2.5% from 5% for most transactions, according to a statement Thursday. That may just be the start. Jed Finn, Morgan Stanley’s h ...
Morgan Stanley(MS) - 2025 Q4 - Annual Report
2026-02-19 21:42
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2025 Commission File Number 1-11758 (Exact name of Registrant as specified in its charter) | Delaware 1585 Broadway | | 36-3145972 | (212) 761-4000 | | --- | --- | --- | --- | | (State or other jurisdiction of | New York, NY 10036 | (I.R.S. Employer Identification No.) | (Registrant's telephone ...