• GS
• MS

HSBC downgrades Goldman Sachs, Morgan Stanley on limited upside after rallies

• MS

Morgan Stanley opens new Southeast Asia headquarters in Singapore

• APO
• DXY
• GS
• KEYS
• LOW
• MDT
• MS
• NVDA
• US10YT=X
• US2YT=X
• US500
• WMT

Morning Bid: Treasuries pop on US Secretary race, Russia warning

U.S. Treasuries rose amid speculation over Trump's Treasury Secretary pick and geopolitical tensions, while global markets faced a risk-off mood due to trade and economic concerns.

• MS

Morgan Stanley courts employees of near-IPO companies for wealth management

Morgan Stanley targets startup employees as wealth management clients in anticipation of increased IPO activity, providing financial guidance and investment advice ahead of potential liquidity events.

• AAPL
• AMZN
• MS
• MSFT
• NVDA

Nvidia's Blackwell revenue in focus as sales growth slows

Nvidia's stock prospects hinge on overcoming supply issues as third-quarter sales surge slows. Analysts are focused on revenue from new Blackwell chips amid rising demand for AI applications.

• BARC
• BNPQY
• META
• MFG
• MS
• MUFG
• SCGLY
• SMWB
• TSLA

Musk's political ascendancy stirs hopes of redemption for X banks

Elon Musk's ties to Trump raise hope among banks to offload $13 billion debt from X following his acquisition, amid fluctuating user engagement and changing business dynamics.

• BAC
• BK
• BKX
• C
• GS
• MS
• WFC

Bridgewater increased bets on banks before election-driven rally, filing shows

Bridgewater Associates increased its bank holdings post-Trump's election. The firm's significant stake was in Wells Fargo, valued at $79.6 million, amid rising banking sector expectations.

• DIS
• MS

Nelson Peltz says new Disney chairman Gorman will find a 'respectable CEO'

Nelson Peltz believes Disney's new chairman, James Gorman, will find a suitable CEO to succeed Bob Iger and effectively address succession planning challenges.

• AMZN
• BLK
• CSCO
• GS
• MS
• MSFT
• NVDA
• PSTG

CoreWeave closes $650 million secondary sale as AI startups lure investors

CoreWeave secured a $650 million investment, valuing the AI cloud startup at $23 billion, amid rising demand for cloud computing and generative AI technology.

• GS
• MS

Morgan Stanley's PE arm to sell HVAC firm to Goldman Sachs Alternatives

Morgan Stanley sells HVAC business Sila Services to Goldman Sachs, valuing it at $1.5 billion. The deal capitalizes on increasing demand for eco-friendly HVAC solutions.