Browsing Tag
Morgan Stanley
140 posts
Could Sunshine Silver’s NYSE IPO revive investor interest in U.S. critical minerals mining?
Find out how Sunshine Silver’s NYSE IPO could revive investor interest in U.S. critical minerals, silver mining, and SSMR stock.
Could Applied Aerospace & Defense’s $650m IPO test investor appetite for defense manufacturing stocks?
Find out how Applied Aerospace & Defense’s $650 million IPO could test investor appetite for defense manufacturing stocks.
Alphabet to raise $80bn for AI as Berkshire Hathaway anchors the deal with a $10bn bet
Alphabet is raising $80B in equity for AI, anchored by a $10B Berkshire Hathaway bet. Even with $174B in cash flow, the AI buildout now needs outside capital.
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
Sempra ($SRE) faces activist pressure to spin off Oncor as Voss Capital targets Texas grid value
Voss Capital wants Sempra to spin off Oncor, claiming the Texas grid alone could top $78B by 2028 as SRE trades below its highs. The break-up debate begins.
PDD Holdings ($PDD) posts a double miss and unveils RMB 100bn supply chain reset as Temu margins erode
PDD Holdings missed Q1 estimates and pledged RMB 100B to supply chain and brand investment, triggering a 10% drop and a wave of analyst downgrades on Temu and Pinduoduo. Read more.
Manchester United (NYSE: MANU) jumps 14% as Champions League return powers Q3 broadcasting surge
Manchester United's Champions League return drove broadcasting income up 57% and a Q3 blowout. But the windfall lasts only as long as the club keeps qualifying.
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.