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08.07.26 - 05:06
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Sodium batteries to cut below LFP costs in 2027, reshaping energy storage economics (Digitimes)
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China is increasingly viewing 2026 as the launch year for sodium-ion batteries, as the technology's cost advantages in the energy storage market become more visible. The latest analysis from Bernstein and Morgan Stanley says sodium batteries are no longer just a low-cost alternative to lithium batteries, but are emerging as a complementary technology alongside them....
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08.07.26 - 00:00
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How Hong Kong is fighting to redefine its future with an institutional moat, wealth surge (SCMP)
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For decades, warnings of Hong Kong's terminal decline have arrived in periodic waves.
When Stephen Roach, the former chairman of Morgan Stanley Asia, ignited a firestorm with his February 2024 assertion that “Hong Kong is over”, he pointed to a toxic cocktail of domestic and external pressures.
Roach, who doubled down on his “wake-up call” a year ago, argued that the city's economic glory was being extinguished by a loss of political autonomy following 2020's national security law, the spillover......
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07.07.26 - 18:18
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Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In (24/7 Wall St.)
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SpaceX's (NASDAQ: SPCX) arrival on the Invesco QQQ Trust (NASDAQ: QQQ) benchmark is the fastest mega-cap onboarding the NASDAQ has ever executed. CNBC's Morgan Brennan laid out the mechanics on air Tuesday morning. “SpaceX officially joins the Nasdaq 100. That will happen at the start of trading officially later this morning,” Brennan told viewers, framing ... Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In...
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07.07.26 - 17:12
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SpaceX Joins Nasdaq 100; Crinetics Pharmaceuticals Soars on Buyout | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Fiserv (FISV) is climbing as the Wall Street Journal reports big banks including JPMorgan Chase, Bank of America, Wells Fargo and PNC Financial Services Group have held preliminary discussions about a deal to acquire a network owned by the financial-technology company Fiserv.
- Crinetics Pharmaceuticals (CRNC) is soaring after Vertex Pharmaceuticals agreed to buy Crinetics for $10 billion in cash to expand into endocrinology.
- SpaceX (SPCX) is lower even though at least six brokers, including Morgan Stanley and Goldman Sachs, have started coverage of SpaceX with buy-equivalent ratings. SpaceX's addition to the Nasdaq 100 should provide considerable support to the stock, considering the number of funds that track the tech-heavy benchmark. (Source: Bloomberg)...
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07.07.26 - 17:00
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Forget EVs — Tesla’s Biggest Growth Engine Is Hiding in Plain Sight (24/7 Wall St.)
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Tesla (NASDAQ:TSLA) keeps proving that investors can become fixated on the wrong metric. Every quarterly delivery report sparks debate over electric vehicle demand, price cuts, and market share. Its recent expansion of the Cybercab robotaxi service into Miami only reinforced that narrative, with Morgan Stanley forecasting Tesla could operate a fleet of roughly 30,000 robotaxis ... Forget EVs — Tesla's Biggest Growth Engine Is Hiding in Plain Sight...
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07.07.26 - 10:01
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Nasdaq-Aufstieg nach 15 Tagen und 90% Luft nach oben? Morgan Stanley feuert SpaceX-Fantasie an (Ariva)
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SpaceX steigt nur 15 Handelstage nach dem Börsenstart in den Nasdaq 100 auf. Morgan Stanley sieht rund 90 Prozent Kurspotenzial. Doch die Wette auf Elon Musks Raumfahrt- und KI-Giganten hat Risiken. Die Aktie von SpaceX wird ab Dienstag im Nasdaq 100 gehandelt. Das hatte die Nasdaq am 26. Juni in New York mitgeteilt. Der Raumfahrt- und Konzern für künstliche Intelligenz hatte Mitte Juni einen starken Börsenstart hingelegt. Dank einer eigens eingeführten Regel steigt SpaceX ......
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07.07.26 - 09:45
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Kion-Aktie: Morgan Stanley stuft auf "Buy" – jetzt einsteigen? (Sharedeals)
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Die Kion-Aktie hat heute kräftig zugelegt. Auf Tradegate kletterte das Papier des Gabelstaplerherstellers und Lagertechnikspezialisten um knapp 5 Prozent auf 45,90 €. Auslöser ist eine deutlich positivere Einschätzung der US-Bank Morgan Stanley. Kursziel deutlich angehoben Morgan Stanley-Analyst Max Yates hat das Kursziel für Kion von 48 € auf 62 € erhöht und gleichzeitig die Einstufung […]
The post Kion-Aktie: Morgan Stanley stuft auf "Buy" – jetzt einsteigen? first appeared on sharedeals.de....
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