Browsing Tag
Morgan Stanley
140 posts
UltraTech Cement (NSE: ULTRACEMCO) tops Nifty after 200 MTPA milestone, Rs 240 dividend
UltraTech crossed 200 MTPA and paid a ₹240 special dividend, but petcoke at USD 153 is the test FY27 margins must survive before the rerating sticks.
Westpac shares run 3.1% as HY26 result and dividend chase fuel WBC bid
Westpac just delivered A$3.4bn profit and a 77c franked dividend. Brokers are still split between A$31 and A$40. The market has picked a side.
Vodafone (LSE: VOD) agrees £4.3bn buyout of CK Hutchison stake in VodafoneThree
Vodafone could have waited two more years to buy out CK Hutchison. It chose to pay £4.3 billion now. The synergy maths explains why.
Lattice Semiconductor bets $1.65bn on AMI to build secure data centre control platform
Lattice Semiconductor is paying $1.65 billion for AMI's firmware footprint inside every hyperscale server. The integration risk is the only thing standing between LSCC and a $1 billion run rate.
Arm Performix launches as Arm Holdings (NASDAQ: ARM) extends agentic AI play beyond silicon
Arm built the silicon. Now it wants to own the optimisation layer above it. Performix is free, agent-ready, and aimed squarely at the x86 migration question.
Why Goldman Sachs still sees $160bn in IPO proceeds despite fewer expected listings
Fewer IPOs, same $160bn target. Goldman Sachs’ reset shows why 2026 listings may depend on mega-deals. Read the full analysis.
Can The Real Brokerage Inc. (NASDAQ: REAX) unlock scale and margins through its $880m RE/MAX Holdings, Inc. (NYSE: RMAX) deal
Find out how The Real Brokerage Inc.’s REMAX acquisition could reshape real estate technology, franchising and agent productivity.
Hut 8 (NASDAQ: HUT) stock faces AI infrastructure test as $3.25bn notes plan funds River Bend data center
Hut 8 wants AI infrastructure scale without equity dilution. Its $3.25B debt plan now tests whether River Bend can deliver.
Why Morgan Stanley’s MSNXX fund could become a critical bridge between crypto and traditional liquidity markets
Morgan Stanley launches MSNXX to capture stablecoin reserves. Discover how this strategy could reshape liquidity markets and digital finance today.
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.