Recent 13F SEC filings have revealed several major US financial institutions are allocating serious money to Bitcoin via spot ETFs, with these filings disclosing the holdings of institutional investors with over $100 million allocated. After the SEC approved several spot Bitcoin ETFs earlier this year, investors have eagerly awaited these disclosures. The filings reveal names…
Monty Rakusen This article was co-produced with Williams Equity Research. Wall Street has been establishing its foothold in the private credit space for about 15 years now. Its main focus has been raising capital for private Business Development Companies (‘BDCs’). After building out the portfolios and a track record, the private BDCs eventually list on…
Morgan Stanley, one of the world’s largest investment banks with over $1.4 trillion in assets under management (AUM), is reportedly considering allowing its brokers to directly recommend Bitcoin exchange-traded funds (ETFs) to its customers. JUST IN: Morgan Stanley may allow its 15,000 brokers to recommend #Bitcoin ETFs to their clients: Reports Gradually, then suddenly 🙌…
Morgan Stanley and UBS are working to become the first major U.S. banks to offer a spot Bitcoin ETFs to all clients, according to social media reports. With $1.26 trillion and $1.1 trillion in assets under management respectively, Morgan Stanley and UBS are two of the largest wealth managers worldwide. Both are vying to fully…
Intel Corporation (NASDAQ:INTC) Morgan Stanley Technology, Media & Telecom Conference March 6, 2024 1:15 PM ET Company Participants David Zinsner – Chief Financial Officer Conference Call Participants Joe Moore – Morgan Stanley Joe Moore Great, welcome back. I’m Joe Moore, Morgan Stanley Semiconductor Research. Very happy to have with us today the CFO of Intel,…
Paramount Global (NASDAQ:PARA) Morgan Stanley Technology, Media and Telecom Conference March 6, 2024 11:00 AM ET Company Participants Naveen Chopra – Executive VP & CFO Conference Call Participants Benjamin Swinburne – Morgan Stanley Benjamin Swinburne Good morning, everybody. I’m Ben Swinburne, Morgan Stanley’s media and entertainment analyst. A quick disclosure, please note that important disclosures,…
Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 2:45 PM ET Company Participants Nikesh Arora – Chief Executive Officer and Chairman Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, or almost good afternoon, everybody. I hope you’re doing well. My name is Hamza…
Intuit Inc. (NASDAQ:INTU) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 4:20 PM ET Company Participants Sandeep Aujla – Chief Financial Officer Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. My name is Keith Weiss. I run the U.S. software research practice…
Okta, Inc. (NASDAQ:OKTA) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 11:00 AM ET Company Participants Brett Tighe – Chief Financial Officer Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, everybody. Welcome to Day 2 of the Morgan Stanley TMT Conference. I’m Hamza, the cybersecurity analyst here at…
ServiceNow, Inc. (NYSE:NOW) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 5:10 PM ET Company Participants Gina Mastantuono – CFO Conference Call Participants Keith Weiss – Morgan Stanley Keith Weiss Excellent. Thank you, everyone, for joining us this afternoon. I’m Keith Weiss. I run the US Software research franchise here at Morgan Stanley,…
AT&T Inc. (NYSE:T) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2024 1:15 PM ET Company Participants Jeff McElfresh – Chief Operating Officer Conference Call Participants Simon Flannery – Morgan Stanley Simon Flannery Alright. Good morning, everybody. Welcome to San Francisco. I’m Simon Flannery, I cover telecom services and communications infrastructure. It’s my…
Opendoor Technologies, Inc. (NASDAQ:OPEN) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 4:25 PM ET Company Participants Carrie Wheeler – Chief Executive Officer Conference Call Participants Matt Cost – Morgan Stanley Matt Cost Hello, everyone. Thank you so much for being here. My name is Matt Cost from Morgan Stanley U.S. Internet team….
Zoom Video Communications, Inc. (NASDAQ:ZM) Morgan Stanley Technology, Media & Telecom Conference March 4, 2024 2:55 PM ET Company Participants Kelly Steckelberg – Chief Financial Officer Conference Call Participants Meta Marshall – Morgan Stanley Meta Marshall So welcome, everybody. I’m Meta Marshall. I head up communications software here at Morgan Stanley. We’re delighted to have…
Morgan Stanley Direct Lending Fund (NYSE:MSDL) Q4 2023 Earnings Conference Call February 29, 2024 10:00 AM ET Company Participants Michael Occi – Head of Investor Relations and Chief Administrators Officer Jeffery Levin – President and Chief Executive Officer David Pessah – Chief Finance Officer Orit Mizrachi – Chief Operating Officer Rebecca Shaul – Head of…
Nikada Stock & Industry Snapshot To celebrate my first year as a contributing analyst on Seeking Alpha, I am closing out 2023 by covering one of the first stocks I covered last spring, and in one of my favorite sectors to write about, financials and banking. Some quick facts about Morgan Stanley (NYSE:MS) are that…
The Coca-Cola Company (NYSE:KO) Morgan Stanley Global Consumer & Retail Conference Call December 5, 2023 3:00 PM ET Company Participants Henrique Braun – President of International Development Conference Call Participants Dara Mohsenian – Morgan Stanley Dara Mohsenian All right. Good afternoon, everyone. I’m Dara Mohsenian. I’m Morgan Stanley’s Beverage and Household Products analyst. Very pleased…
Colgate-Palmolive Company (NYSE:CL) Morgan Stanley Global Consumer & Retail Conference December 5, 2023 11:45 AM ET Company Participants Stan Sutula – CFO Panos Tsourapas – Group President, Europe and Developing Markets Conference Call Participants Dara Mohsenian – Analyst Dara Mohsenian Thanks, everyone, for joining us. I’m Dara Mohsenian, Morgan Stanley’s Household Products and Beverage Analyst….
Joe Raedle Investment thesis Our current investment thesis is: SWK is a high-quality business, with a strong portfolio of brands, a reputation for quality and durability, a diversified revenue profile, and a strong capital allocation strategy that involves supporting organic growth with M&A. The business has faced significant headwinds in recent quarters, contributing to a…
Astera Labs closed its series D funding round in November last year with $150 million at a valuation of about $3.15 billion. Santa Clara, California-based semiconductor connectivity solutions firm, Astera Labs Inc has appointed Morgan Stanley (NYSE: MS), and JPMorgan Chase & Co (NYSE: JPM) as the lead underwriters for its highly anticipated initial public…
Darren415 Welcome to another installment of our Preferreds Market Weekly Review, where we discuss preferred stock and baby bond market activity from both the bottom-up, highlighting individual news and events, as well as top-down, providing an overview of the broader market. We also try to add some historical context as well as relevant themes that…
Morgan Stanley had to upgrade its target price for Tesla shares for the next 12 to 18 months, from $250 to $400. Following a Monday report of an upgraded prediction by Morgan Stanley analysts, Tesla shares have now gained 10.09%. In an optimistic note to investors, the investment bank shared how it foresees the electric…
The new AI chatbot will allow Morgan Stanley cater more effectively to its growing wealth division and the teeming clients there. American financial services company Morgan Stanley is looking to introduce an artificial intelligence (AI) chatbot in interactions with its wealthy clients. Morgan Stanley developed the chatbot in collaboration with OpenAI, the company behind ChatGPT. Both Morgan Stanley and…
Neilson Barnard This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office’s 13F stock portfolio on a quarterly basis. It is based on Stanley Druckenmiller’s regulatory 13F Form filed on 8/14/2023. The 13F portfolio value increased ~25% from $2.31B to $2.87B this quarter. The holdings…
Taiyou Nomachi/DigitalVision via Getty Images Stanley Black & Decker, Inc. (NYSE:SWK) engages in the tools and storage and industrial businesses in the United States and internationally. We have started coverage on the firm in August 2022 with a neutral view, and we have maintained this ever since. In this time frame SWK returned -1.9% compared…
TkKurikawa/iStock Editorial via Getty Images Research Brief Today I’ll be re-rating a stock I covered back in May but that remains an old favorite to analyze. It has been on my watchlist in the banking sector for several years now. Morgan Stanley (NYSE:MS), which released its 2023Q2 earnings on July 18th, faced down a very…