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Wall Street Thinks Monolithic Power Is a Buy. Here’s Why It Might Be Right.

Morgan Stanley says disinflation is here, but risks to 2027 rate outlook remain

Morgan Stanley believes disinflation is currently underway, supported by recent U.S. inflation data showing moderated price pressures. While this suggests the Federal Reserve may hold interest rates steady, the firm highlights significant upside risks to its 2027 rate outlook, including potential new supply shocks …

Space is becoming an institutional asset class, Goldman says

[Rocket flies through the clouds] Alexyz3d/iStock via Getty Images Space is moving from a government-led frontier to an institutional asset class, as falling launch costs, private investment and public-market funding reshape the orbital economy, according to the Goldman Sachs Global Institute. In a report …

Die Vestas-Wind-Aktie legt nach Gewinnsprung und höherer Prognose zu

Die Cadence-Design-Systems-Aktie steigt moderat, Analysten sehen weiteres Potenzial

Morgan Stanley Favours Quality, AI Adopters and Financials as Earnings Growth Broadens

Graph showing coins and growth ©Shutterstock Morgan Stanley sees U.S. corporate earnings momentum spreading well beyond the largest technology companies, creating opportunities in quality stocks, artificial intelligence adopters, large-cap financials and consumer discretionary goods. Strategists led by Michael Wilson argue that investors are also …

Apollo Micro Systems receives SEBI comments on Premier Explosives acquisition offer

Meta to face massive social media addiction trial Tuesday

Meta (META) will face off against attorneys general from several states in an Oakland, Calif., courtroom Tuesday as part of a major lawsuit alleging that the company violated child safety and consumer protection laws and harmed children's mental health. The trial, which begins on …

Morgan Stanley (MS) Q2 2026 Earnings Preview: 92% Probability of a Beat, ±5.4% Options Swing, Breakout at $228

Private Advisory Group LLC Purchases Shares of 1,357 Comfort Systems USA, Inc. $FIX

SFE Investment Counsel Invests $9.65 Million in Williams-Sonoma, Inc. $WSM

SFE Investment Counsel recently invested $9.65 million in Williams-Sonoma (NYSE: WSM) by purchasing 41,393 shares, making it their 28th largest holding. The specialty retailer exceeded its quarterly earnings and revenue expectations and declared a quarterly dividend of $0.76. Analysts maintain a "Moderate Buy" consensus …

Sherwin Williams (SHW) Stock Looks Near Fair Value Yet Trades At An Earnings Premium

Sherwin-Williams (SHW) stock appears to be trading near its intrinsic value, with a discounted cash flow model suggesting it's slightly overvalued by 3.2% at $359 per share compared to an estimated $348. However, when evaluated against earnings multiples, the stock screens as overvalued, with …

9,961 Shares in Cisco Systems, Inc. $CSCO Purchased by TFR Capital LLC.

TFR Capital LLC purchased 9,961 shares of Cisco Systems, Inc. valued at approximately $1.17 million in the second quarter. This comes as Cisco reported strong Q4 results with revenue up 17.6% year-over-year, driven by a significant increase in AI infrastructure orders, although concerns remain …

TFR Capital LLC. Makes New Investment in Comfort Systems USA, Inc. $FIX

Stoneridge Investment Partners LLC Takes Position in Adobe Inc. $ADBE

Stoneridge Investment Partners LLC has acquired a new stake of 5,212 shares in Adobe Inc. worth approximately $1.3 million, making it their 22nd largest holding. Adobe recently exceeded quarterly earnings expectations with $5.96 EPS and $6.62 billion in revenue, and its board authorized a …

Bitcoin Miner Riot Platforms Just Signed a $9 Billion Compute Deal With Anthropic. Why AI Is Now the Key to Valuing Bitcoin Mining Stocks.

Bitcoin mining company Riot Platforms recently secured a significant $9 billion, 20-year agreement to provide AI compute services to Anthropic, with potential for an additional $7 billion from extensions. This deal highlights a growing trend among Bitcoin miners to pivot their data center infrastructure …

Riot Platforms signs $9B AI compute deal with Anthropic, shifts from Bitcoin mining

Riot Platforms has signed a significant $9 billion compute agreement with AI company Anthropic, involving 191 megawatts of capacity from Riot's Rockdale, Texas facility over 20 years. This deal marks a strategic pivot for Riot away from Bitcoin mining and towards AI data-center infrastructure, …

Oppenheimer Asset Management Inc. Purchases New Holdings in Cadence Design Systems, Inc. $CDNS

Oppenheimer Asset Management Inc. has acquired a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS), purchasing 14,454 shares valued at approximately $5.425 million during the second quarter. This move aligns with several other institutional investors who have also adjusted their holdings in the software …

Maridea Wealth Management LLC Makes New Investment in Cadence Design Systems, Inc. $CDNS

Maridea Wealth Management LLC has made a new investment in Cadence Design Systems (NASDAQ:CDNS), purchasing 8,147 shares valued at approximately $3.06 million in the second quarter. Despite recent insider selling totaling $54.6 million, institutional investors hold 84.85% of the stock. Analysts maintain a "Moderate …

SFE Investment Counsel Purchases New Stake in The Sherwin-Williams Company $SHW

SFE Investment Counsel recently acquired a new stake in The Sherwin-Williams Company (NYSE:SHW), purchasing 3,378 shares valued at approximately $1.16 million during the second quarter. Institutional investors hold a significant 77.67% of the company's stock, and analysts currently rate SHW with a "Moderate Buy" …

Williams Companies, Inc. (The) $WMB Stock Holdings Lessened by Kinsale Capital Group Inc.

Kinsale Capital Group Inc. reduced its stake in Williams Companies (NYSE:WMB) by 29% in the second quarter, selling over 63,000 shares but still retaining 154,489 shares valued at $11.5 million. Despite this reduction, other institutional investors have increased their holdings, and analysts maintain a …

Parr Mcknight Wealth Management Group LLC Buys 35,119 Shares of Williams Companies, Inc. (The) $WMB

Parr Mcknight Wealth Management Group LLC significantly increased its stake in Williams Companies, Inc. (The) by 119.8% in the second quarter, purchasing an additional 35,119 shares. This move brings their total holdings to 64,434 shares, valued at $4.79 million. Other institutional investors also adjusted …

Morgan Stanley’s Bigger Crypto ETF Bet Might Change The Case For Investing In Morgan Stanley (MS)

Earlier this week, Morgan Stanley completed several fixed‑income offerings totaling about US$7.54 million in senior unsecured global medium‑term notes with fixed coupons ranging from 4.650% to 5.200%, and also declared regular dividends on multiple preferred stock series payable in September and October 2026. A …

Sherwin Williams (SHW) Insider Sale Leaves Valuation Question Open

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Karl J. Jorgenrud, President of Global Industrial at Sherwin-Williams (SHW), recently executed a cashless exercise of stock options and sold 7,886 shares, a move that trimmed his …

Oppenheimer Asset Management Inc. Purchases Shares of 1,824 Comfort Systems USA, Inc. $FIX

Morgan Stanley $MS Shares Sold by Mosley Wealth Management

Seaview Investment Managers LLC Buys 3,316 Shares of Meta Platforms, Inc. $META

Meta Platforms, Inc. $META Shares Purchased by Octavia Wealth Advisors LLC

Pegasystems Touts Governed AI Workflows, Token-Free Pricing at Oppenheimer Conference

Pegasystems is emphasizing its platform's ability to provide predictable and governed AI workflows, especially for regulated enterprises, at Oppenheimer's 29th Annual Technology Conference. The company announced a token-free pricing model for its AI features, managing costs internally by using AI selectively and leveraging deterministic …

Morgan Stanley Says SpaceX Is Worth $300 Per Share. The Stock Trades Near $140. Here's Who I Think Is Right.

Morgan Stanley analysts believe SpaceX stock, currently trading around $140, is worth $300 per share, largely due to undervalued AI potential, especially after its acquisition of Cursor. Despite this optimistic outlook and the company's profitable Starlink segment, the author expresses skepticism about the $300 …

GSA Capital Partners LLP Buys Shares of 7,216 The Sherwin-Williams Company $SHW

GSA Capital Partners LLP has acquired a new stake of 7,216 shares in The Sherwin-Williams Company (NYSE:SHW) worth approximately $2,485,000 during the second quarter. Other institutional investors have also recently modified their holdings in the specialty chemicals company. Analysts have given Sherwin-Williams a consensus …

BayBridge Capital Group LLC Sells 1,729 Shares of Meta Platforms, Inc. $META

CORDA Investment Management LLC. Buys Shares of 5,267 The Sherwin-Williams Company $SHW

CORDA Investment Management LLC. has acquired 5,267 shares of The Sherwin-Williams Company (SHW) for approximately $1.8 million, marking a new position for the firm. This comes as Sherwin-Williams exceeded quarterly earnings expectations with strong revenue growth and provided optimistic fiscal 2026 guidance. Analysts maintain …

GSA Capital Partners LLP Acquires New Position in MSCI Inc $MSCI

GSA Capital Partners LLP has acquired a new position in MSCI Inc. (NYSE:MSCI), purchasing 3,826 shares valued at approximately $2.143 million during the second quarter. This move comes as other institutional investors have also adjusted their stakes in the technology company. MSCI recently announced …

Focus Partners Advisor Solutions LLC Purchases New Stake in Cisco Systems, Inc. $CSCO

Focus Partners Advisor Solutions LLC has acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO), purchasing 104,857 shares valued at approximately $12.3 million during the second quarter. This move comes as several other institutional investors have also adjusted their holdings in Cisco, with the …

Focus Partners Advisor Solutions LLC Acquires Shares of 4,624 Comfort Systems USA, Inc. $FIX