Morgan Stanley reveals Cisco's quiet edge over rivals
By Celine Provini Publication Date: 2026-08-27 18:47:00 Cisco is navigating a shortage that’s squeezing the whole AI infrastructure industry.
Tag: Morgan
Cisco appears to be entering ‘more durable growth phase,’ Morgan Stanley says (CSCO:NASDAQ)
By Chris Ciaccia Publication Date: 2026-08-24 16:46:00 Sundry Photography Following several meetings with Cisco (CSCO) executives, Morgan Stanley believes the…
Morgan Stanley resets Amazon stock price target after earnings
Morgan Stanley just went on record about Amazon with something the market hasn’t fully digested yet. https://www.thestreet.com/investing/stocks/morgan-stanley-resets-amazon-stock-price-target-after-earnings-for-2026-aws
Here’s how Amazon’s stock could nearly double by the end of next year, according to Morgan Stanley
Amazon is very far from its goal of achieving $1 trillion in cloud revenue, but it could deliver handsome returns…
Amazon Stock Prepares for Bull Run as Morgan Stanley Details “AWS’s Path to $1 Trln of Revenue”
Amazon’s stock ($AMZN) may be preparing for a bull run in its stock price after Morgan Stanley ($MS) detailed “AWS’s…
Amazon’s AWS could reach $1T in revenue in 8-10 years, says Morgan Stanley
Morgan Stanley tells investors in a research note that Amazon’s AWS could reach $1T in revenue over the next 8-10…
Nvidia Likely to Post Strong Results But Investors to Focus More on Long-Term Growth Drivers, Morgan Stanley Says
By MT Newswires Publication Date: 2026-08-17 10:52:00 Nvidia (NVDA) is expected to post strong fiscal second-quarter results, but investors are…
Nvidia's neocloud funding structure might unlock significant revenue stream: Morgan Stanley
By Brandon Evans Publication Date: 2026-08-15 12:00:00 Nvidia’s $500B AI financing plan: Morgan Stanley says it could unlock high-margin revenue…
JP Morgan Revises Microsoft Stock Target For 2026
By Moz Farooque ACCA Publication Date: 2026-08-13 18:42:00 This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more…
Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says
By MT Newswires Publication Date: 2026-08-13 17:08:00 Cisco Systems’ (CSCO) gross margin is likely to face further pressure from faster…