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CoreWeave, a leading cloud-computing provider in the AI sector, has appointed Morgan Stanley, Goldman Sachs, and JPMorgan Chase to spearhead its initial public offering planned for 2025. The decision comes as the company prepares to enter the public market next year, according to sources familiar with the matter.
As the election approaches, concerns about inflation and bond market volatility intensify, particularly regarding Donald Trump's potential return to the presidency. Analysts warn that his policies could lead to higher inflation and fiscal deficits, with the possibility of a global trade war exacerbating economic instability. Meanwhile, the Federal Reserve's rate cuts may not sufficiently counteract rising long-term inflation expectations, prompting fears of a resurgence of "bond vigilantes" demanding higher yields.
Morgan Stanley's Mike Wilson predicts that the S&P 500 could reach 6,100 by the end of the year, driven by a fear of missing out (FOMO) among investors. He also expresses hope that the upcoming election will serve as a market-clearing event, potentially stabilizing market conditions.
Strategists at JPMorgan Chase & Co. and Morgan Stanley predict that bond yields will influence US stock movements following the recent election. A potential win for Donald Trump and a Republican Congress, coupled with stable 10-year Treasury yields, could boost equities, particularly cyclical stocks like financials and industrials, according to Morgan Stanley's Michael Wilson.
Comcast Corp. is collaborating with Morgan Stanley to explore options for its cable networks, including potential divestiture. The company owns several networks such as MSNBC, CNBC, E!, and Bravo, but has not disclosed which might be sold or if it will retain them.
Morgan Stanley has declared that the upcoming election is crucial for tax-free assets, emphasizing its significance in shaping future financial landscapes. The firm highlights the potential implications for investors and the broader market, marking this election as a pivotal moment.
Morgan Stanley analysts recommend increasing investments in UK homebuilder stocks following a significant decline in the sector, which experienced its worst drop since the aftermath of the Truss government's mini-budget. The FTSE index for new home construction firms remained stable after a 5.9% fall, contrasting with a 7.4% drop on September 29, 2022, triggered by a previous budget announcement.
UBS is progressing with the integration of Credit Suisse but must transform to meet shareholder expectations, as its quarterly profit of $1.4 billion falls short of the desired return on equity of 15%. The bank's share price remains stagnant amid uncertainty over future capital requirements. Management is planning for specialization post-integration to enhance profitability, particularly in technology-driven wealth management, which currently generates over half of the group's profit.
UK businesses are reeling from Finance Minister Rachel Reeves' tax-raising budget, which includes a significant increase in National Insurance contributions, expected to raise £25 billion annually. Analysts warn this could hinder hiring and inflate costs, impacting wages and employment. While small businesses may receive some relief, the overall burden is seen as detrimental to growth, with the Bank of England potentially slowing rate cuts in response to rising inflation forecasts.
UBS maintains a 'Buy' rating for Meta Platforms with a target price of $690, citing strong sales and profits despite disappointing advertising revenue growth. Other analysts, including Morgan Stanley and JPMorgan, have also raised their price targets, reflecting confidence in the company's performance. Pivotal Research has increased its target to $800, emphasizing Meta's growth potential.
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02:08 05.11.2024
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11:53 31.10.2024
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