Analysts say that self-driving cars could make people drink more alcohol
Self-driving cars are going to transform city streets, making our roads safer and our lives more efficient.But they will have other, less predictable consequences too — like helping people get way more...
View ArticleMorgan Stanley analysts say car companies should pay execs based on the long...
A team of Morgan Stanley analysts published an interesting research note on Wednesday, covering executive compensation in the auto, airline, aerospace, and freight industries.The research covers a lot...
View ArticleMorgan Stanley is using Snapchat to recruit the next generation of bankers...
Morgan Stanley is using Snapchat, the popular messaging app, to welcome back college students at 19 universities across the US. On Wednesday, students at UPenn, Harvard, Villanova, Howard, and 14 other...
View ArticleMORGAN STANLEY: It’s time for a ‘GM revolution’ (GM)
General Motors needs something to break out of its slump. The stock is currently trading only about $5 above its November 2010 IPO price. As the US’ largest automaker risks being left behind in the...
View ArticleMorgan Stanley has a wild plan for how GM could unlock stockholder value (GM,...
• Morgan Stanley analyst Adam Jonas has the most out-there ideas on Wall Street when it comes to the future of transportation.• He's enthusiastic about FCA CEO Sergio Marchionne's efforts to spin off...
View ArticleYour car is a data machine that automakers may use to cash in
In the mid-1980s, I routinely hopped into my Mazda B2200 pickup truck and set out on a 360-mile drive from my hometown to college.All I had was an AM/FM radio to keep me company. I didn't even have air...
View ArticleMORGAN STANLEY: Equifax shares could get cut in half from here (EFX)
Equifax’s unprecedented data breach, which potentially exposed 143 million American’s personal information last week, has already cost the credit agency $9.75 billion in market value, and the stock...
View ArticleMORGAN STANLEY: A weaker US dollar will help new iPhone sales (AAPL)
Apple’s flashy new iPhone X, announced last week, certainly isn’t cheap, with a starting price of $999.While it's much higher than previous models, Morgan Stanley says sales shouldn't be impacted by...
View ArticleTesla won't make much money on the Model 3 — but bullish investors don't seem...
Morgan Stanley analyst Adam Jonas is bullish on Tesla and has been for years. He isn't as bullish as some investors, as his price target on Tesla's stock is $317 and at various points in 2017 shares...
View ArticleMorgan Stanley CEO James Gorman says bitcoin is 'more than just a fad'
Bitcoin enthusiasts can count Morgan Stanley CEO James Gorman as a soft supporter of the cryptocurrency.While speaking at a conference hosted by The Wall Street Journal, Gorman said he thought bitcoin...
View ArticleTrump's tax cut could hand Wall Street banks a $6.4 billion profit boost...
Big banks could see profits spike by $6.4 billion under President Donald Trump's tax plan.The six largest US banks — JPMorgan Chase, Bank of America, Wells Fargo, Citigroup, Goldman Sachs, and Morgan...
View ArticleTesla Model 3 deliveries could be worse than expected in 2018 (TSLA)
Tesla reported third-quarter deliveries on Monday, and although it more or less hit its mark with the Model S and Model X, the numbers for the Model 3 mass-market vehicle, launched in July, greatly...
View ArticleMORGAN STANLEY: Tesla whiffing on Model 3 production means its time to buy...
Tesla's stock dropped after the company missed its production numbers for the new Model 3 car, but Morgan Stanley is saying to buy the dip."Most auto launches have hiccups, and Tesla is no exception,"...
View ArticleWall Street wants GM to break itself up — but that could be a big mistake (GM)
• Morgan Stanley continues to press for GM to spin off aspects of its business.• GM has a bad history with spinoffs.• GM owns its current strategy and doesn't need to follow Wall Street's lead.At some...
View ArticleWall Street doesn't understand Ferrari's business (RACE)
Morgan Stanley analyst Adam Jonas thinks Ferrari needs to go electric to survive.But selling cars to survive so it can sell more cars isn't what Ferrari is all about.Ferrari exists to build race cars...
View ArticleBitcoin is back above $4,500 for the first time in a month
LONDON — Bitcoin is at a one month high against the dollar on Sunday as it continues to rise.Bitcoin is up 2.3% to $4,538.90 at 3.30 p.m. BST (10.30 a.m. ET):It marks the first time bitcoin has been...
View ArticleWall Street is making the same mistake about investing in space as it did...
Space: the final investment opportunity. It sounds like science fiction, but Morgan Stanley is taking it seriously.Elon Musk's SpaceX is the key company, just as Tesla has been for electric and...
View ArticleWe talked to Morgan Stanley's head of media research about Netflix, Disney,...
When Ben Swinburne joined Morgan Stanley’s equity research team in 1999, companies like Netflix, Amazon, Facebook and Google were in their infancy, if they existed at all.Now, 18 years later, they're...
View ArticleFord could face a doomsday scenario where no one wants its used cars (F)
Morgan Stanley analyst Adam Jonas published a research note on Monday in which he explored the complexity of Ford's"restructuring roadmap" under the company's new CEO Jim Hackett.Ford has been steadily...
View ArticleMorgan Stanley crushes earnings (MS)
Morgan Stanley crushed Wall Street expectations for third-quarter results Tuesday, thanks to strong performance from its dealmakers and its wealth-management unit.The investment bank reported earnings...
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