Morgan Stanley initiates HawkEye 360 stock at overweight on SIGINT demand

TL;DR

Morgan Stanley initiates HawkEye 360 stock at overweight on SIGINT demand Morgan Stanley upgrades Dell stock rating on supply chain execution Morgan Stanley reverses Dell call, more than doubles price target Morgan Stanley maintains Underweight on MGM Resorts stock amid takeover bid Microsoft Corporation (NASDAQ:MSFT) is one of the 12 Stocks Most Bought by Hedge Funds in Q1 2026. On May 27, Morgan Stanley, in a note to clients, discussed whether Wall Street is fully valuing the scale of future AI revenues at Microsoft Corporation (NASDAQ:MSFT) and whether investors are underestimating how much monetization the company’s fast-growing AI infrastructure can support. Analyst Keith Weiss pointed out that “GenAI demand well ahead of supply has yielded swiftly ramping Capex forecasts” for Microsoft Corporation (NASDAQ:MSFT).