Blackstone Inc.

BlackRock, Inc.

Morgan Stanley

Wealthy investors tried to withdraw more than $10 billion from several of the largest private credit funds in the first quarter, forcing management companies to limit withdrawals. This jeopardized one of the key sources of growth for Wall Street and prompted comparisons among some market participants to the first signs of the 2008 financial crisis, <a href="https://www.ft.com/content/3103e960-5e54-4cff-a439-b61a77ab21bd">writes the</a> Financial Times.

'Bubble deflated': investors take billions out of private credit funds

JPMorgan analysts predict a 15% drop in the S&amp;P 500 if oil prices remain high

Expensive oil will trigger a "domino effect" and crash the US stock market by 15% - JPMorgan

Adobe Inc.

Ulta Beauty, Inc.

SentinelOne, Inc.

PagerDuty, Inc.

ServiceTitan, Inc.

Dollar General Corporation

CF Industries Holdings, Inc.

Firefly Aerospace Inc.

The Descartes Systems Group Inc.

Deutsche Bank Aktiengesellschaft

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: inflation statistics will set the vector for trading

Blue Owl Capital Inc.

This is another wake-up call for market participants following similar actions by BlueOwl and BlackRock

Morgan Stanley has restricted withdrawals from its private credit fund. The stock collapsed

That said, the bank did maintain its forecast for a rate cut at the Fed's June meeting

Fed may delay rate cuts due to oil shock, Morgan Stanley warned

Citigroup Inc.

KKR & Co. Inc.

Ares Capital Corporation

American Express Company

Capital One Financial Corporation

Shares of U.S. banks and private asset managers fell on February 27 amid growing concerns about artificial intelligence and instability in the private lending sector. The sell-off affected both the largest Wall Street banks and securities of alternative investment funds.

Market exits credit risk: US bank stocks fall to lowest in nearly a year

Visa Inc.

Microsoft Corporation

Bank of America Corporation

Mastercard Incorporated

Morgan Stanley strategists believe the excessive sell-off in stocks amid concerns around artificial intelligence is creating opportunities for "selective investors." The bank recommends looking for the next "AI market leaders" - fast-growing companies that could benefit from lower valuations and accelerating adoption of AI technology.

Morgan Stanley calls AI panic a chance for selective investors. What's his advice?

Salesforce, Inc.

PayPal Holdings, Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

The bank has applied to register exchange-traded funds linked to the price of Bitcoin and Solana.

Morgan Stanley prepares to launch its first proprietary cryptocurrency ETFs

Capita plc

TUI AG

Heineken N.V.

Rheinmetall AG

Key ideas from Morgan Stanley, UBS, Barclays, and others for the new year


European stocks in 2026: what the largest investment banks are betting on

Tesla, Inc.

Meta Platforms, Inc.

Alphabet Inc.

NVIDIA Corporation

Cognex Corporation

Rockwell Automation, Inc.

QUALCOMM Incorporated

Advanced Micro Devices, Inc.

Apple Inc.

Taiwan Semiconductor Manufacturing Company Limited

By 2050, revenue in the robotics sector will reach $25 trillion, with more than half of this amount falling on humanoid robots and robot cabs, according to Morgan Stanley. The corresponding review was released by investment bank analyst Adam Jonas, <a href="https://www.barrons.com/articles/robots-stock-investors-b294d6a5?mod=RTA">reports</a> Barrons.

$25 trillion in revenue: why is Morgan Stanley betting on robots?

Last year's Oppenheimer forecast for U.S. stocks proved prophetic, what will happen next year?

The investment bank that predicted the U.S. rally has given the S&amp;P 500 its most bullish outlook for 2026