Morgan Stanley (MS)

S&P 500 defense stocks Lockheed Martin and Northrop Grumman advanced Wednesday.

In an interview with Yahoo Finance, Bessent said the Trump administration remains focused on Main Street, rather than just Wall Street.

The private lender disclosed in a post-market filing on Tuesday that an external audit identified a ₹1,979 crore negative impact on its net worth as of June 30, 2024.

Morgan Stanley sees "minimal downside risk for Boeing compared to 10 years ago," when China accounted for about 20% of deliveries in a given year.

The bank had an excellent quarter, despite a challenging environment.

A potential fed funds rate easing could further amplify their gains in the short-run.

While the overall market has seen a steep selloff, financials (XLF ETF) have outperformed, declining just 3.4% YTD versus nearly 9% for the S&P 500.

After two consecutive sessions of gains, the market heads into Tuesday focused on quarterly results from Bank of America, Citigroup, and Johnson & Johnson.

The Wall Street research firm lowered its price target on Amazon shares but maintained an 'Overweight' rating.

Jefferies attributed some of its caution to the uncertainty that has been steadily increasing for businesses of all sizes since the middle of the March quarter.

According to a Wall Street Journal report, the company feels it could be less affected by a recession if people watch shows and movies indoors.

Trading direction will largely hinge on any news on tariffs, bond yields, a regional manufacturing activity report for April, and commentary from companies due to report earnings before the market opens.

Morgan Stanley now estimates Apple's annualized tariff cost burden to be a much more "manageable" $7 billion, or just 5% of EBIT, versus the $44 billion estimates as of last Thursday.

Morgan Stanley's Q1 2025 results show a 17% revenue increase and higher EPS, surpassing market expectations despite credit loss provision rise.

This comes after JPMorgan CEO Jamie Dimon’s remarks last week indicating that more analysts would trim their S&P 500 earnings estimates as the Trump tariff impact sinks in.

The sector needs to climb another 4% to fully recover its losses after Trump's April 2 tariff announcement.

U.S. stock futures rose on Monday following Friday's advances. Futures of major benchmark indices were higher in premarket.

Analysts expect the lender to post adjusted earnings of $0.82 per share on revenue of $26.91 billion.

Stocks rose on Friday, as the markets closed out one of the most head-spinning weeks in recent memory—all while coming off an equally nutty period last week. By the closing bell, the S&P 500 had booked its biggest weekly gain since October 2023.

There are valid reasons for the market to remain focused on the tariffs issue since so much is happening in the broader economy.