Morgan Stanley is strategically repositioning for the upcoming SpaceX IPO by routing retail shares exclusively through its E*Trade platform, potentially excluding competitors like SoFi and Robinhood from the allocation. This move targets a 30% slice of the retail investor market to ensure stability post-IPO. Concurrently, Morgan Stanley is set to launch a Bitcoin ETF with a record-low fee of 0.14%, signaling its commitment to expanding in the cryptocurrency sector.
“$META +1%: Morgan Stanley added META to its Top Picks List”
“Robinhood & SoFi pitched roles but are at risk of being cut out entirely—though discussions continue. Why? MS wants to route retail flow through its own platform to keep more of the ~30% retail slice in-house. Plans aren't final.”
“Latest Reuters (today): Morgan Stanley's E*Trade is in talks to *lead* sales to small US investors in SpaceX's IPO—giving it an edge over Robinhood and SoFi—but not excluding them outright. SpaceX is actually boosting retail slice to ~30% (vs typical 5-10%), betting on Musk's loyal base for less flip-selling and steadier post-debut trading. Prioritizing traditional platforms fits that goal amid expected massive hype. Purely financial play for long-term stability.”
“SpaceX IPO (...) initially planned big retail slice via Robinhood/SoFi—platforms actively lobbying for allocations to serve everyday investors (...). Today's Reuters breaking news flips that: considering exclusion, leaning on traditional brokers like E*Trade/Morgan Stanley instead.”
“Robinhood & SoFi pitched but aren't affiliated with those banks, putting them at risk of exclusion—though talks continue and nothing's final.”
“So, on one hand, this is this is from Morgan Stanley, both of these exhibits. On one hand, they talk about the robo taxi flywheel.”
“Former German finance minister Joerg Kukies is set to join Morgan Stanley, marking his comeback as one of the country’s top investment bankers.”
“Morgan Stanley’s defensive playbook for spiking oil prices amid Iran war”
“recently on March 30, Morgan Stanley lowered the price target on the stock from $825 to $775, while maintaining a Buy rating on the stock.”
“After a bearish week, Morgan Stanley now says the selloff has created a rare opportunity. In fact, analyst Brian Nowak didn’t hesitate. As per CNBC, he noted. 'Sentiment has troughed… It’s time to buy META.'”
“Meta Platforms (META) shares jumped to $558 after Morgan Stanley (MS) made it a Top Pick with a $775 price target, citing strong ad fundamentals and AI investments, while the stock trades at 15x projected 2027 earnings versus a $846.63 consensus target.”
“Morgan Stanley analyst Brian Nowak named Meta Platforms his firm's new Top Pick following the stock's recent sharp decline, reiterating an Overweight rating with a $775 price target.”
