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Morgan Stanley highlights Tesla's Semi truck ramp-up and autonomous software potential, projecting up to $17 billion in software revenue by 2040. While production targets reach 50,000 units annually,…
Tesla approaches its Cybercab robotaxi event with high investor expectations. Morgan Stanley warns that a mere vehicle reveal without evidence of large-scale commercial deployment could trigger a sel…
Tesla prepares for its Cybercab event amid mixed signals. Morgan Stanley maintains an Equal Weight rating with a $400 target, noting that stock trajectory hinges on actual commercial deployment scale…
Broadcom faces high expectations ahead of fiscal Q3 earnings, with Morgan Stanley maintaining an Overweight rating. While projected AI revenue growth remains massive, elevated investor targets for fi…
Morgan Stanley raised its price target for ExxonMobil from $168.00 to $177.00 per share, reflecting an optimistic valuation outlook for the energy giant.
Morgan Stanley upgraded Honeywell Aerospace to Buy from Hold, citing that the recent stock decline offers an attractive entry point.
Morgan Stanley sees massive upside for Amazon, projecting a $335 base and $500 bull price target driven by AI and AWS growth. AWS revenue jumped 37% year-over-year, while total operating income surge…
Morgan Stanley maintained an Overweight rating and $335 price target on Amazon, projecting shares could reach $500 by 2027. AWS revenue jumped 37% to $42.2 billion in Q2, boosting operating income by…
Morgan Stanley reinstates Nvidia as its top chip stock pick, citing strong AI-driven demand and upcoming product launches despite recent sluggish performance. Analysts see a good entry point with mul…
Morgan Stanley expects Amazon to benefit long term from AI adoption, especially via AWS and AI-driven commerce, forecasting significant revenue growth as infrastructure capacity improves.
Tesla shares rose for a third session as Morgan Stanley highlighted solar business growth and management reshuffles amid cautious demand and AI progress waits after earnings beat.
Morgan Stanley raised Apple's price target from $305 to $315, indicating increased confidence in the stock's potential.
Morgan Stanley downgraded Tesla citing high valuation and cautious EV forecasts despite boosted price target and factory shipment recovery, highlighting a volatile outlook through 2026.
Tesla shares fell after Morgan Stanley downgraded the stock amid valuation concerns. Supply constraints from Congo's cobalt quota threaten battery production, potentially impacting deliveries until 2…
Morgan Stanley downgraded Tesla to equal weight, citing stretched valuation and expected underperformance, while Tesla launched a significant 2025 software update with new navigation and charging fea…
Morgan Stanley downgraded Tesla to Equal-weight citing limited near-term upside despite leadership in EVs and AI; execution risks and choppy trading expected through 2026.
Morgan Stanley downgraded Tesla to Equal Weight, lowering price target to $425 due to valuation concerns, slower EV adoption, and high competition, while still recognizing AI and software growth pote…
Morgan Stanley downgrades Tesla to equal-weight citing overvaluation and cautious EV outlook, lowering price target to $425, indicating near 7% downside from last close.
Morgan Stanley highlights Microsoft as the top beneficiary of AI spending, with strong cloud growth and an expanding software ecosystem, maintaining its Overweight rating and Top Pick status.