Morgan Stanley (MS)

Northrop Grumman (NYSE:NOC) Chairman and CEO Kathy Warden said the defense contractor is operating in what she described as a robust demand environment, supported by U.S. national-security spending, international demand and growth across its four operating segments. Speaking at a Morgan Stanley aer

GE Aerospace (NYSE:GE) CFO Rahul Ghai said the company continues to see strong demand across commercial services, original equipment and defense programs, despite recent volatility in air traffic growth and persistent aerospace supply-chain constraints. Speaking at a Morgan Stanley conference, Ghai

What Happened? Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 7.1% in the afternoon session after the company presented at the Morgan Stanley G...

Ford Motor (NYSE:F) is expanding its software and services strategy around commercial fleets, driver-assistance technology, vehicle maintenance and energy storage, according to Mike Aragon, the company’s President of Integrated Services. Speaking at a Morgan Stanley conference, Aragon said Ford’s o

Lockheed Martin (NYSE:LMT) Chief Executive Officer Jim Taiclet outlined the defense contractor’s strategy to combine high-end weapons platforms with lower-cost autonomous and counter-drone systems, positioning the company as a “mission integrator” rather than solely a maker of individual defense pro

Apple is reportedly developing M8 Ultra-powered enterprise servers for 2029 deployment and discussing high-speed networking with NVIDIA, aiming to cut cloud costs and protect Services margins.

Exelixis (NASDAQ:EXEL) President and CEO Michael Morrissey said the company is focused on expanding its oncology franchises through internal development, selective business development and potential collaborations, while preparing for a planned launch of zanzalintinib in metastatic colorectal cancer

Cummins (NYSE:CMI) executives said demand in North American trucking and data-center power markets remains strong, while recent regulatory clarity around 2027 emissions rules has reduced uncertainty for fleet customers. Speaking at Morgan Stanley’s Laguna Conference, James Hopkins, Cummins’ vice pr

The weight loss market is highly competitive, but Viking only needs to carve out a small niche in it with VK2735 in order to generate significant value for investors.

Thermo Fisher Scientific (NYSE:TMO) Chairman and Chief Executive Officer Marc Casper said the company is seeing improving demand across several end markets and expects 2026 to be an “outstanding year,” supported by stronger customer activity and operational execution. Speaking at Morgan Stanley’s G

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