Browsing Tag
Morgan Stanley
123 posts
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.
Global Payments (NYSE: GPN) rises 4.8% as Worldpay thesis regains attention
Global Payments shares have climbed more than 25% in a month as investors reassess the Worldpay acquisition, margin expansion and a discounted earnings valuation.
LXP Industrial (NYSE: LXP) to go private as Brookfield and CPP Investments strike $5.2bn Sunbelt logistics deal
Brookfield and CPP Investments to take LXP Industrial private at $61.20 cash in a $5.2 billion deal, with a 40-day go-shop live and LXP's 33-year dividend streak paused.
CCC Intelligent Solutions sale process tests value of insurance AI and claims data
CCC Intelligent Solutions is exploring a sale after a steep valuation decline, giving potential buyers access to insurance claims data, recurring software revenue and a large repair-network ecosystem.
Saab (STO: SAAB B) surges as NATO selects GlobalEye for AWACS replacement in $4.5bn joint procurement
Saab AB shares surge as NATO selects GlobalEye for $4.5 billion AWACS replacement, up to 10 aircraft in joint procurement. Read the full analysis.
Cognizant (CTSH) bets on agentic AI reset with expanded Google Cloud partnership
Cognizant expands Google Cloud partnership, targets 200,000 Gemini Enterprise users as CTSH trades near 52-week low. Read the full executive analysis.