Morgan Stanley (MS)

Income investors shouldn't be too worried about the pharma giant cutting its dividend.

Eaton (NYSE:ETN) Chief Executive Officer Paulo Ruiz told investors at Morgan Stanley’s Laguna Conference that the company’s strategy is gaining momentum, supported by strong electrical-market demand, manufacturing capacity additions and a portfolio increasingly focused on data centers and aerospace.

J.B. Hunt shares dropped more than 13% after CFO Brad Delco told a Morgan Stanley investor conference that Q3 earnings would fall 5% to 10% from Q2.

Capital costs could rise alongside rising interest rates.

Freeport-McMoRan (NYSE:FCX) is pursuing growth through U.S. brownfield expansions, technology investments and the recovery of its Grasberg mine in Indonesia, President and CEO Kathleen Quirk said during a Morgan Stanley conference discussion. Quirk said copper remains the company’s central focus as

GE Vernova chief spoke of "strong and durable demand," as backlog grows.

What Happened? Shares of energy transition company GE Vernova (NYSE:GEV) jumped 4.5% in the afternoon session after the company projected strong backlog grow...

Boeing (NYSE:BA) executives said the company has made progress on commercial production, aircraft certification and defense-program execution, while continuing to work through supply-chain constraints, inventory levels and potential labor disruption. Speaking at a Morgan Stanley event, President an

Boeing stock fell as much as 6% on Wednesday.

QuantumScape (NYSE:QS) is focusing on ramping its automated pilot production line as it seeks to commercialize solid-state lithium-metal batteries for automotive customers and newly identified markets including data centers, aerospace, defense, robotics, consumer electronics and medical devices. Sp

The Fed is about to raise rates for the first time in three years. The dot plot matters more.

American Airlines Group (NASDAQ:AAL) CEO Robert Isom said demand remains strong across the carrier’s network, cabins and geographies, while volatile fuel costs remain the principal constraint on profitability. Speaking at a Morgan Stanley conference, Isom said American expects third-quarter revenue

J.B. Hunt warned of lower Q3 earnings amid surging fuel costs and higher yields.

GSK (NYSE:GSK) is pursuing a focused oncology expansion built around hematologic malignancies, gynecologic cancers, lung cancer, gastrointestinal cancers and prostate cancer, with a combination of internal research and business development, according to Hesham Abdullah, the company’s senior vice pre

The analyst update is not particularly significant on its own, but it helps highlight a Tesla business that deserves more attention.

Morgan Stanley (NYSE:MS) Co-President Dan Simkowitz said the firm does not view 2026 as a peak-earnings year, citing growth opportunities in wealth management, a developing capital-markets recovery and continued financing demand tied to artificial intelligence. Speaking at an investor conference, S

Honeywell International (NASDAQ:HON) Chairman and CEO Vimal Kapur said the company is seeing stronger-than-expected early-quarter momentum as it begins operating as a more focused automation business following the completed spins of its aerospace and advanced materials operations. Speaking at a Mor

Amgen (NASDAQ:AMGN) outlined its growth priorities, late-stage pipeline progress and capital-allocation framework during a Morgan Stanley conference, as newly appointed Chief Financial Officer Thomas Dittrich emphasized execution, financial discipline and cash-on-cash returns. Dittrich, who previou

Rivian Automotive (NASDAQ:RIVN) is entering what founder and CEO RJ Scaringe described as an “inflection point year,” as the electric-vehicle maker begins scaling its R2 midsize SUV and expands its software, autonomy and licensing initiatives. Speaking at a Morgan Stanley event, Scaringe said the R

RTX (NYSE:RTX) Chairman, President and CEO Chris Calio said the aerospace and defense company remains positioned to benefit from sustained commercial aviation and defense demand, citing a $289 billion backlog that was up 22% from a year earlier. Speaking at a Morgan Stanley aerospace and defense co

Medtronic (NYSE:MDT) Chief Financial Officer Thierry Piéton said the medical-device maker’s focus on acute procedures, expanding innovation pipeline and increased use of targeted acquisitions are supporting its recent growth momentum. Speaking with Peter Harrison of Morgan Stanley Investment Bankin

General Motors (NYSE:GM) Chief Financial Officer Paul Jacobson said the automaker’s business is tracking consistently with its expectations for the third quarter, supported by resilient consumer demand, disciplined inventory management and production running near maximum levels across its system. S

Gilead Sciences (NASDAQ:GILD) executives outlined plans to expand the company’s HIV prevention and treatment franchises while advancing oncology and inflammation programs, with Chairman and Chief Executive Officer Dan O’Day describing the company as being at an “inflection point in value.” Speaking

AbbVie (NYSE:ABBV) executives outlined a pipeline and business-development strategy centered on immunology, neuroscience, oncology and obesity, while highlighting plans to expand beyond the company’s established SKYRIZI and RINVOQ franchises. Speaking at a Morgan Stanley event, Chairman and Chief E