Browsing Tag
Morgan Stanley
118 posts
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.
ITG lands a $312m IPO, but the $16 price reveals what investors would not pay
ITG priced its Nasdaq initial public offering below the proposed range, raising $312.2 million as investors weighed broadband growth against debt, weaker margins and customer concentration.
Abivax (NASDAQ: ABVX) obefazimod NDA path meets a safety debate the market is still pricing
Abivax (NASDAQ: ABVX) put up Rinvoq-like ulcerative colitis remission data and dropped 40 percent. The question is whether the malignancy debate sticks.
TeraWulf (NASDAQ: WULF) HPC pivot meets execution test as Lake Mariner ramps
TeraWulf (NASDAQ: WULF) signed USD 13B of AI hosting backlog with Google in the deal. The real test is whether Lake Mariner delivers on time.
SanDisk surges 11% after Apple admits memory price hikes are unavoidable
SanDisk (SNDK) surges 11 percent after Apple's Tim Cook calls memory price hikes unavoidable, confirming NAND supplier pricing power. Full executive analysis.
Accenture (ACN) falls to record single-day loss despite EPS beat and margin expansion
Accenture (ACN) plunges 18 percent in a record drop as a second guidance cut and AI disruption fears overwhelm an earnings beat. Read the full analysis here.