Morgan Stanley and Cantor Fitzgerald have recently revised their views on Ryan Specialty. Within a few weeks, one firm lowered its price target while the other delivered an upgrade, indicating a changing landscape for the company’s stock.

Morgan Stanley has reversed its stance on the Federal Reserve’s monetary policy, now expecting two rate cuts—one in September and another in December. The bank also foresees further reductions in 2026, ultimately bringing the Fed’s target range to 2.75% to 3.00%.

Morgan Stanley has issued a direct challenge to GM CEO Mary Barra, questioning how the automaker plans to achieve profitability with its electric vehicles when established players like Tesla apparently cannot. This inquiry highlights significant concerns about the financial viability of EVs in the competitive automotive industry.