Browsing Tag
Morgan Stanley
118 posts
One year after IPO: Accelerant (NYSE: ARX) agrees to $4bn Thoma Bravo take-private
Thoma Bravo's $20.25 per share offer values Accelerant Holdings at over $4bn, ending the specialty insurance platform's year on the NYSE at a 49% premium.
Riot Platforms’ $9.1bn AI lease puts $2.3bn Rockdale buildout to the test
Riot’s $9.1 billion AI lease could generate up to $8.2 billion of NOI, but a $2.3 billion buildout makes financing and execution the real $RIOT test.
Prologis agrees £14.3bn SEGRO takeover in largest 2026 UK REIT deal
Prologis will pay up to £14.3 billion for SEGRO, but H1 2027 closing hinges on shareholder votes, regulatory clearances and a fresh $2.1bn equity raise.
Brink’s advances $6.6bn NCR Atleos deal as service margins expand
Brink’s margins improved as its $6.6 billion NCR Atleos deal moved closer, bringing major ATM scale alongside debt and integration risk.
ITV plc (LSE: ITV) slips as buyback starts and Q3 ad slowdown looms
ITV has begun its £100m buyback, but weaker Q3 ads and the Sky review keep its £950m shareholder return dependent on execution.
Leonardo DRS to acquire Raft for $450m as defence AI software demand accelerates
Leonardo DRS will acquire Raft for $450 million to expand defence AI and mission software. See what the deal means for $DRS growth and investors.
CenterPoint Energy (CNP) Q2 2026 beats: Houston load queue swells to 14 GW, capex plan lifted $1.2bn
CenterPoint Energy submits 14 GW of Houston load via ERCOT Batch Zero, a 65% jump over current peak, and lifts its 10-year capex plan to $66.7 billion.
Morgan Stanley (NYSE: MS) buys five French logistics assets as private-market platform expands
Morgan Stanley buys five fully let French logistics assets, but undisclosed pricing and active management will decide whether the portfolio delivers value.
Equinor Q2 2026: Adjusted operating income jumps 76% as 2026 buy-back climbs to $3bn
Equinor's Q2 adjusted profit doubled to $3.22bn and its 2026 buy-back rose to $3bn, widening the capital-return gap versus European oil majors ahead of Q3.
Tempus AI agrees to acquire Personalis in $1.5bn precision oncology deal built around a $46 floor price
Tempus AI to buy Personalis at $16.25 per share in a $1.5B stock-plus-optional-cash deal, with a $46 Tempus floor that gives Personalis the right to walk if breached.