Browsing Tag
Morgan Stanley
140 posts
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.
Intertek agrees £10.9bn EQT takeover as board recommends final £60 cash offer
Intertek agrees EQT’s £10.9bn takeover. See what the £60 cash offer, dividend, shareholder vote and London delisting mean for ITRK investors and employees.
PureCycle Technologies (PCT) slides more than 15% as a $395m dual-track raise revives dilution fears
PureCycle Technologies (PCT) falls 15 percent after a $395M dual-track convertible and equity raise revived dilution fears. Read the full executive analysis.
Is the SpaceX IPO a Starlink growth story or an AI valuation gamble dressed as a rocket stock?
Find out how SpaceX’s record IPO could shape SPCX stock sentiment, Starlink valuation, AI risks, and retail investor appetite.
ServiceTitan (NASDAQ: TTAN) jumps on AI growth as it raises its 2027 outlook
ServiceTitan (NASDAQ: TTAN) raised guidance on AI Max adoption and jumped, but it still loses money and trades at a premium. Growth versus profit is the test.
DraftKings (NASDAQ: DKNG) eyes a World Cup boost as prediction markets close in
DraftKings (NASDAQ: DKNG) finally turned a profit, then fell 30% as Kalshi and Polymarket attack its core. A World Cup summer is now the real test.
Trevi Therapeutics (NASDAQ: TRVI) bets everything on two Phase 3 chronic cough trials
Trevi Therapeutics (NASDAQ: TRVI) has no revenue and is up 71%, yet its future rides on two Phase 3 cough trials that do not read out until 2027.
e.l.f. Beauty (NYSE: ELF) leans on rhode and Hailey Bieber as core growth stalls
e.l.f. Beauty (NYSE: ELF) is posting record sales, but its core brand has stalled and tariffs squeeze margins. Hailey Bieber's rhode is now the engine.
Quantinuum IPO closes at $1.68bn, but QNT trading shows investors want proof beyond quantum hype
Quantinuum raised $1.68bn, but QNT’s early trading asks the real question: can quantum computing turn promise into revenue?