As Lam Research ( LRCX) appears on track to lead the wafer fabrication equipment sector in growth for the third straight year, Morgan Stanley expects the company to possibly guide for more than $9B in revenue for the December quarter.

Morgan Stanley's Amy Oldenburg says tokenized real-world assets could reach $3T to $10T by 2030 as the bank delays tokenized equities to Q1 2027.

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Morgan Stanley Research has identified a group of industrial stocks that rank in the top tercile of its quality universe, have seen forward EPS estimates improve since the end of June, and have nevertheless declined more than 10% over the same period.

TSMC’s (TSM) record-high stock price and rising AI chip demand have brought positive signals to the semiconductor equipment supply chain. Morgan Stanley raised its price target and reiterated

Morgan Stanley's integrated model spans banking, wealth and asset management, supporting growth as deal activity recovers and client assets expand.

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The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a ...