Browsing Tag
Morgan Stanley
140 posts
QXO to buy TopBuild for $17bn, can Brad Jacobs build the next giant in construction supply?
QXO’s $17B TopBuild deal could reshape building products distribution in North America. Read what it means for scale, margins, and competitors.
Why Cerebras’ IPO filing looks less like a chip listing and more like an AI infrastructure wager
Cerebras has filed for an IPO after a massive OpenAI deal. Read why the filing matters for AI chips, inference economics, and public market appetite.
Fresnillo (LSE: FRES): Can the world’s largest silver miner hold its record gains as 2026 output dips?
Fresnillo (LSE: FRES) posted record $2.80bn EBITDA in 2025 but trimmed 2026 silver and gold guidance. Retail investor roadmap to the stock's next catalyst.
Antofagasta (LSE: ANTO) surges 5% as Q1 output beats consensus and Centinela build holds schedule
Antofagasta (LSE: ANTO) rose 5% after Q1 2026 production beat consensus. Here's what the Centinela concentrator build means for retail investors. 158 chars.
Is Revolve Group (NYSE: RVLV) setting up for a real Q1 breakout on May 5?
Revolve Group (NYSE: RVLV) heads into May 5 earnings with momentum, margin strength and short interest. Read what could move the stock next.
Meta stock price analysis 2026: Is META cheap before Q1 earnings report?
Meta Platforms (NASDAQ: META) reports Q1 2026 earnings April 29. Here is what retail investors need to know about ad revenue, tariff risks, Instagram Plus, and the AI bull case at $575.
NTPC just hit record capacity additions, signed a nuclear deal with France and still trades at a discount. Worth watching?
NTPC (NSE: NTPC) hit record FY26 capacity additions and signed an EDF nuclear MoU. With â‚ą380 CMP and analyst targets to â‚ą440, here is what retail investors need to know.
Lemonade (NYSE: LMND) has a big date coming. Is April 29 the quarter that changes the whole story?
Lemonade (NYSE: LMND) heads into April 29 earnings with improving loss ratios, Tesla-linked insurance buzz, and a divided market. Read more.
Why Blackstone Digital Infrastructure Trust’s IPO filing matters for Blackstone Inc. (NYSE: BX) and data center investors
Blackstone Digital Infrastructure Trust has filed for an IPO. Read why this BXDC move matters for Blackstone, hyperscalers, and AI data center investors.
Why is HawkEye 360’s proposed IPO more than just another space-tech listing?
HawkEye 360 has filed for an IPO under ticker HAWK. Read why its space-based signals intelligence model could test defense-tech market appetite.