Morgan Stanley

HPE Stock Slides on Morgan Stanley Downgrade as $714 Million H3C Sale Reshapes Its China Footprint – November 17, 2025

Hewlett Packard Enterprise (NYSE: HPE) is in the spotlight today as Wall Street reacts to a fresh analyst downgrade, a major divestment in China, and ongoing bets on AI, hybrid cloud and supercomputing. HPE shares under pressure after Morgan Stanley downgrade Hewlett Packard Enterprise started the week on the defensive as Morgan Stanley downgraded the stock to “Equal-weight” from “Overweight” and cut its price target to $25 from $28. The bank flagged what it called an “unprecedented” memory pricing cycle, with DRAM and NAND prices up roughly 50% to as much as 300% over the last six months, squeezing margins

17 November 2025

Morgan Stanley Jumps Into Pre-IPO Trading – CEO Ted Pick’s First Big Deal Targets Startup Shares

Private Markets Boom as Startups Stay Private Longer Morgan Stanley’s EquityZen acquisition comes amid a broader private-market boom on Wall Street. In recent years, cash-rich startups have delayed going public, creating an “iceberg” of hidden value in the private markets. Firms like OpenAI, SpaceX and TikTok-parent ByteDance now hold valuations rivaling the largest public companies, blurring the line between Silicon Valley and the stock market reuters.com. This trend has two big side effects: investors are eager to get in early on the next breakout tech firm, and startup employees are seeking ways to cash out some of their stock awards

29 October 2025

Business News · Finance · Investing · NYSE:MS · Startups · Stock Market

Morgan Stanley Q3 Earnings Skyrocket – Are Big Banks Making a Comeback?

Morgan Stanley reported $4.6 billion in Q3 net income ($2.80/share), versus $3.2 billion ($1.88) a year ago investing.com. Revenue hit a record $18.2 billion, driven by a 44% jump in investment banking fees (to $2.11B) and a boom in equity underwriting investing.com investing.com. Its wealth-management arm also set records: $8.2B in revenue with a 30.3% pre-tax margin investing.com. CEO Ted Pick called it an “outstanding quarter with strong performance in each of our businesses globally” investing.com. Shares closed around $155 on Oct. 14 and were up ~1.2% pre-market on Oct. 15 stockanalysis.com stockanalysis.com. Analysts note that a resurgence of IPOs, M&A deals and expected Fed

15 October 2025

Banking · Earnings Reports · Finance · Investment · NYSE:MS · Stock Market

Luxury Boom vs. Fed Gloom: European Markets Whipsaw (Sept 23–24, 2025)

Stock Market Sizzle: Mukul Agrawal’s Semiconductor Coup, PTC India Promoter Drama, and Morgan Stanley’s ₹201Cr Shopping Spree

Mukul Agrawal’s Bet on ASM Technologies ASM Technologies Ltd – an Indian engineering services and design-led manufacturing firm – has been a hot stock this year. The company reported Q1FY26 revenues of ₹123 crore (up 132% YoY) and net profit of ₹16 crore (up 433%) tradebrains.in, beating expectations. Investors have taken note: Mukul Mahavir Agrawal, a well-known corporate investor, more than doubled his stake in ASM during recent quarters. He held 762,500 shares (6.48%) at end-June 2025, and by early September had amassed 1,525,000 shares (10.86%) tradebrains.in. Business Standard reports that by early August he already held ~11.7% of ASM

28 September 2025

Business News · Financial Analysis · Investing · Semiconductors · Stock Market