-- 加拿大皇家银行资本市场（RBC Capital Markets）周三发布的研究报告指出，鉴于摩根士丹利（MS）第一季度业绩强劲，其资本充裕，很可能通过股票回购和提高股息来回报股东。 RBC分析师表示，摩根士丹利拥有多元化增长引擎的投资服务业务模式，在第一季度取得了“卓越”的业绩，这主要得益于其一流的投资银行和交易业务。 报告指出，第一季度有形普通股股东权益回报率较上年同期增长至27.1%，这验证了其将机构证券、财富管理和投资管理整合为一个“统一飞轮”式盈利引擎的战略。 该券商目前预计摩根士丹利2026年和2027年的每股收益分别为12.10美元和12.80美元，高于此前预测的12美元和12.60美元。 RBC重申了对该股的“与行业持平”评级和每股207美元的目标价。
Price: $188.62, Change: $-3.00, Percent Change: -1.57%
A White House official told Cabinet department officials that the Office of Management and Budget is setting up protections that will allow federal agencies to begin using Amazon-backed (AMZN) Anthropic's new AI model Mythos, Bloomberg reported Thursday, citing an email from OMB Chief Information Officer Gregory Barbaccia it reviewed.Anthropic and the White House didn't immediately reply to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $249.29, Change: $+0.79, Percent Change: +0.32%
Mundoro Capital (MUN.V) on Thursday said drilling is underway at the "high-priority" Skorusa East target within the Central Timok project in Serbia.The company said the project is part of the BHP-Mundoro option earn-in agreement where BHP is solely funding the exploration activities.The company said the Exploration Technical Committee approved 1,000 meters of drilling across 1 to 2 drill holes at the Skorusa East target. It added that, upon completion, the drill rig will be relocated to the high priority Tilva Rosh South target."The two drill holes in the current drilling campaign are designed to test the eastern extent of Skorusa East target with approximately 1,000 meters of drilling where there are demonstrated geochemical and alteration vectors along with a coincident magnetic anomaly," added the company.The company's shares were last seen down $0.005 to $0.42 on the TSX Venture Exchange.Price: $0.42, Change: $-0.01, Percent Change: -1.18%
(Updates prices.)Gold price weakened midafternoon Thursday, remaining rangebound below US$5,000 as high oil and gas prices threaten to boost inflation and interest rates.Gold for May delivery was last seen down US$15.40 to US$4,808.20 per ounce.The precious metal has stuck well under its Jan. 29 record high of US$5,354.80 as the U.S-Israel war on Iran keeps the Strait of Hormuz closed, blocking the 20% of daily oil and LNG demand from Persian Gulf nations off the market, sending prices higher and promising to reignite inflation.Further threats from U.S. President Trump to fire Federal Reserve Chair Jerome Powell if he stays in position after his term ends on May 15 are also again unsettling the market. Powell intends to stay in the position until his replacement, Kevin Warsh, is confirmed by the Senate. Trump said if Powell remains in the post past his term, he will try to fire him."The vibes are in force in many markets, gold included. With an unresolved war and tenuous ceasefire, there are still ample inflation pressures to be concerned about. Additionally, with President Trump again commenting on firing Powell, we think that the general sense of uncertainty is in the early innings of a gold-positive reappearance," Christopher Louney, a gold and natural gas strategist at RBC Capital Markets, wrote.The dfollar moved higher, with the ICE dollar index last seen up 0.22 points to 98.27. Treasury yields rose, with the U.S. two-year note last seen paying 3.78%, up 1.0 basis points, while the yield on the 10-year note was down 2.3 points to 4.311%.