Browsing Tag
Morgan Stanley
103 posts
VNET Group (NASDAQ: VNET) rallies as CATL stake and 517 MW order book reset AI thesis
CATL is taking 38% of VNET for nearly $1 billion. Wholesale just passed retail. The question is whether China's AI capex cycle reaches the bottom line.
Bajaj Finance (NSE: BAJFINANCE) is 17% off its high after a record profit. The catch is the valuation
Bajaj Finance posted a record Q4 profit, yet the stock sits 17% below its high. The standoff is between 22% growth and a premium nobody wants to pay up for.
Should retail investors buy ING Groep (INGA) at €26 ahead of Q2 2026 results?
ING beat Q1 estimates and launched a €1bn buyback. But a €94m Iran war credit overlay is the line analysts are not pricing.
Equinor locks in 5-year German gas supply via Eneco’s LichtBlick as Berlin’s Norwegian dependence deepens
Equinor signs 5-year gas deal with Eneco's LichtBlick, supplying low-emission Norwegian gas to Germany through 2030 as Berlin's NCS dependence deepens. Read more.
Delivery Hero (DHER) stock up 4% to €29.5 as Aspex forces CEO exit and Korea sale opens
Aspex pushed out the CEO and bought 5% more. Prosus must keep selling. Korea is on the block. Delivery Hero (XETRA: DHER) is being rebuilt in real time.
Wingstop (NASDAQ: WING) bounces 8.6% off 52-week lows as dip buyers test the comp reset
Wingstop posted its worst same-store sales decline in 22 years and the stock collapsed. The asset-light model is intact. The August print decides what happens next.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Insmed (NASDAQ: INSM) rebounds as retail eyes ATS 2026 readouts after Q1 reset
INSM bounced 11% after a 20% post-earnings reset. BRINSUPRI is launching faster than any respiratory drug in a decade. So why did the market sell the print?
Anglo American (LSE: AAL) closes 3.9% higher as copper hits record on China acid ban
Iran war disrupted sulphur. China halted acid exports. Chile's copper output is squeezed. Anglo American shareholders are watching the whole chain unfold.
Lincoln International IPO: Why the $421m listing could test Wall Street’s appetite for boutique advisory firms
Advisory fees are recovering, but IPO investors want durability. Lincoln International’s LCLN listing tests Wall Street’s boutique bank appetite.