-- 加拿大皇家銀行資本市場（RBC Capital Markets）週三發布的研究報告指出，鑑於摩根士丹利（MS）第一季業績強勁，其資本充裕，很可能透過股票回購和提高股息來回報股東。 RBC分析師表示，摩根士丹利擁有多元化成長引擎的投資服務業務模式，在第一季取得了「卓越」的業績，這主要得益於其一流的投資銀行和交易業務。 報告指出，第一季有形普通股股東權益報酬率較上年同期成長至27.1%，這驗證了其將機構證券、財富管理和投資管理整合為一個「統一飛輪」式獲利引擎的策略。 該券商目前預計摩根士丹利2026年和2027年的每股盈餘分別為12.10美元和12.80美元，高於先前預測的12美元和12.60美元。 RBC重申了對該股的「與行業持平」評級和每股207美元的目標價。
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%.