MSDL
NYSE · Financial Services
Morgan Stanley Direct Lendin
$14.66
+0.01 (+0.07%)
MSDL News30 articles
JPMorgan's AI Integration Deepens, Yet Financial Impact Remains Elusive
JPMorgan's AI rollout reaches 150,000 weekly users, but the bank avoids counting time savings as profit, highlighting the difficulty in measuring AI's financial contribution.
MARA Surges 13.7% as Morgan Stanley's New Target Falls Short
MARA Holdings shares rallied 13.7% to $13.24, closing above Morgan Stanley's new $11 target. Bitcoin's rebound and AI data center plans fuel the surge.
MARA's AI Data Center Strategy Faces Scrutiny After JPMorgan Downgrade
MARA Holdings trades near JPMorgan's new $11 target after a downgrade, spotlighting the economics of its AI data center joint venture with Starwood.
JPMorgan's $80B Play on the Coming Small-Business Ownership Wave
JPMorgan Chase is ramping up small-business lending to $80 billion as a wave of retirements looms, with only 8% of owners fully prepared for succession.
Dimon Warns UK Tax Hike Could Threaten JPMorgan's 22,000 British Jobs
JPMorgan CEO Jamie Dimon warned UK leaders that a potential windfall tax could harm investment and jobs, putting 22,000 British roles in focus before the October budget.
IREN Shares Slip Despite JPMorgan's Bullish Upgrade
IREN shares dropped 4% premarket despite JPMorgan's upgrade to Overweight and a $65 price target, reflecting market caution amid a large gap between contracted and operating revenue.
Morgan Stanley's IPO-Driven Inflows Face Scrutiny at Conference
Morgan Stanley's record wealth inflows were heavily boosted by client IPOs. Investors await clarity on sustainability at Tuesday's Barclays conference.
Robinhood Stock Jumps on Morgan Stanley's $150 Target
Robinhood shares climbed 2.7% after Morgan Stanley raised its price target to $150, citing product expansion and strong engagement. The new target implies a 39.4% upside.
Roivant Dips 2.7% Despite FDA Nod for LISRAYA; JPMorgan Sees $2B Peak Sales
Roivant shares slipped 2.7% to $36.58 despite FDA approval of LISRAYA, the first oral treatment for dermatomyositis. JPMorgan sees peak U.S. sales exceeding $2 billion.
Morgan Stanley's Dallas Hub Could Reshape 6% of Workforce
Morgan Stanley's planned Dallas hub could house up to 4,800 jobs, about 5.8% of its workforce, with $18.5M in city incentives. The stock dipped 3.16%.
Global Markets Update: SEBI Bars JPMorgan Arm, WSP Pursues Arcadis, and More
India's SEBI bars JPMorgan entity over auction manipulation; WSP presses Arcadis bid; German PPI accelerates; Skanska wins data center deal; IDP plunges; China holds rates.
Salesforce Stock Surges 4.9% on JPMorgan's Bullish $250 Target
Salesforce (CRM) climbed 4.9% to $205.65 after JPMorgan set a $250 price target, implying 22% upside. The rally highlights optimism, but fiscal 2027 organic growth and margin targets remain a key focus.
JPMorgan Ends Polymarket Ties; Shares Near Record High
JPMorgan shares slipped 0.07% to $362.84, just 1% below its peak, after ending Polymarket banking ties over compliance issues. Strong Q2 results underpin investor confidence.
Cipher Digital Surges 7.4% on Morgan Stanley's 6.3% Stake
Cipher Digital shares rose 7.4% Friday after Morgan Stanley revealed a 6.3% stake, signaling institutional interest in the company's pivot from bitcoin mining to AI data centers.
Salesforce Gains 2% as JPMorgan Sets $250 Target, Citing AI Growth
Salesforce (CRM) climbed almost 2% after JPMorgan initiated coverage with Overweight and a $250 target, suggesting a 29% gain and a potential $46 billion valuation increase.
HPE Surges 6% on Morgan Stanley Upgrade; $71 Target Signals More Upside
HPE shares climbed 5.97% to $62.30 after Morgan Stanley upgraded the stock to Overweight and raised its price target to $71, citing robust AI infrastructure demand.
Global Markets Mixed as Inflation Data Looms; JPMorgan Raises Singapore Outlook
US futures steady ahead of inflation data. JPMorgan raises Singapore STI target to 7,000. Plug Power, Septerna, and Balfour Beatty see notable moves.
JPMorgan Faces Reimbursement Probe, Stock Holds Near Record
JPMorgan shares rise 0.6% in premarket as prosecutors review allegations of improperly rejected reimbursements exceeding $100 million; analysts keep targets unchanged.
BWX Technologies Dips 3% Despite JPMorgan Bullish Initiation
BWX Technologies shares dropped 3.4% despite a bullish JPMorgan initiation. Analysts project 23% EPS growth in H2, but Q2 expectations are muted.
DroneShield (ASX:DRO) Shares Slide 7.7% After JPMorgan Filing Reveals Securities Lending
DroneShield shares dropped 7.7% on Friday after JPMorgan's substantial holder filing revealed most of its 5.15% stake is linked to securities lending, not outright ownership.
Adobe Stock Drops 3% After Morgan Stanley Downgrade; Buybacks Prop EPS
Adobe shares fell 3% after Morgan Stanley downgraded the stock to underweight. Buybacks boosted EPS, but leadership changes and AI investments raise execution risks.
JPMorgan Chase Nears $1 Trillion Valuation Amid Rising Capital Demands
JPMorgan Chase inches toward a $1 trillion market cap, facing higher capital demands. The bank's adjusted return on tangible equity remains at 23%.
JPMorgan Backs $2.5B Shipbuilding Deal, Aims to Boost Maritime Sector
JPMorgan Chase (JPM) is providing $24 million in funding for a $2.5 billion shipbuilding deal between Rhoads Industries and Electric Boat, a General Dynamics subsidiary.
Morgan Stanley Shares Slump Despite Record Wealth Inflows, IPO Conversion Lags
Morgan Stanley shares dropped 4.45% despite record Q2 earnings, as IPO-related wealth inflows of $148.1 billion saw only 26.4% convert to fee-based assets, sparking investor scrutiny.
JPMorgan's Guidance Update Tests Premium Valuation Amid Balanced Outlook
JPMorgan Chase raised its 2026 interest-income and expense forecasts by $2.5B each, leaving net earnings unchanged. The stock's premium valuation hinges on revenue outpacing costs.
Morgan Stanley Q2 Earnings: Trading Surge Masks Wealth Inflow Quality
Morgan Stanley's record Q2 was powered by a massive trading beat, but wealth inflows were heavily IPO-dependent, raising questions about earnings quality.
Morgan Stanley Stock Holds Above Key Level Ahead of Q2 Earnings
Morgan Stanley shares closed at $227.67, up 2.98%, ahead of Q2 earnings. Analysts expect $19.7B revenue and $2.93 EPS, with focus on wealth management and capital markets.
JPMorgan Filings Reveal Q1 Sell-Off Nearly Double SEC Data
New filings for JPMorgan Chase reveal institutional selling in Q1 was nearly double the SEC-reported data, led by Sumitomo Mitsui Trust Group, while earnings beat estimates.
JPMorgan Earnings: $35 Billion Market Move at Stake; Citi Boosts Buyback
JPMorgan options price a 3.77% swing, equating to $35 billion in market value. Citi ups buyback target as both banks prepare to report earnings.
JPMorgan Nears 52-Week High Ahead of Q2 Earnings Test
JPMorgan Chase (NYSE: JPM) ended Friday at $336.47, within 2% of its 52-week high, with Q2 earnings due Tuesday. The stock needs to show strong capital-markets revenue and stable credit to break above the June peak.