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Morgan Stanley

All articles tagged with #morgan stanley

business3 days ago•19 min saved

SpaceX rally pushes Elon Musk back into trillionaire status, narrowing gap with global wealth leaders

SpaceX shares surged nearly 8% on Monday, reaching $171 and pushing Elon Musk’s net worth back above $1 trillion. The rally, driven by Morgan Stanley’s bullish outlook on AI and Starship, has made SpaceX the second-largest company by market cap, potentially overtaking Amazon and TSMC. While Musk’s wealth has fluctuated since his first trillion-dollar milestone in June, this latest surge solidifies his position as the world’s richest person, with a net worth of $1.04 trillion.

via Yahoo Finance|

#business #elon-musk #morgan-stanley

technology4 days ago•15 min saved

SpaceX Rally Restores Musk’s Trillionaire Status Amid 'Super Intelligence' Rebrand Controversy

Elon Musk has regained trillionaire status after SpaceX shares surged nearly 8% on Monday, reaching their highest level since mid-June. The rally, triggered by a Morgan Stanley report calling the stock undervalued, coincides with Musk’s public endorsement of President Trump’s executive order mandating the term 'Super Intelligence' over 'artificial intelligence.' While financial analysts project further gains from Starship tests and AI contracts, critics highlight Musk’s recent personal controversies and his perceived sycophancy toward the administration.

via Gizmodo|

#ai-policy #elon-musk #morgan-stanley

business4 days ago•22 min saved

SpaceX Rally Restores Musk's Trillionaire Status

SpaceX shares surged nearly 8% on Monday, reaching their highest level since mid-June and restoring Elon Musk's status as a trillionaire. The rally followed a Morgan Stanley report labeling the stock undervalued, citing upcoming Starship tests and AI revenue. SpaceX also completed historic launches for NASA and Google, while Musk was appointed co-lead of a Pentagon initiative.

via Yahoo Finance|

#business #elon-musk #morgan-stanley

business5 days ago•32 min saved

SpaceX shares hit new closing highs amid debate over AI spending and Starlink growth

SpaceX (SPCX) shares reached a new multi-month closing high, trading around $171 with a market capitalization of $2.2 trillion. The rally is driven by strong growth in the Starlink satellite internet business and optimism regarding the company's artificial intelligence initiatives. However, analysts are divided on the stock's valuation, with some citing massive capital expenditures and a lack of overall profitability as risks to further gains.

via finance.yahoo.com|

#ai-spending #business #morgan-stanley

technology5 days ago•0 min saved

Morgan Stanley’s $300 Target Ignites SpaceX Rally Amid Valuation Debate

SpaceX shares surged approximately 4% on October 5, 2026, after Morgan Stanley reiterated an 'overweight' rating and a $300 price target. The firm labeled the stock an 'unusually cheap' entry point for the space and artificial intelligence sectors. While the stock reached its highest close since June, analysts remain divided on whether the valuation is justified by growth potential or inflated by massive capital expenditures.

via Seeking Alpha|

#ai-infrastructure #morgan-stanley #spacex

local-government15 days ago•17 min saved

Chicago Council Advances $2.5B Parking Meter Sale to Stonepeak

Chicago’s City Council Finance Committee approved the sale of the city’s parking meter rights to Stonepeak Partners for $2.53 billion. The deal includes a $75 million transfer fee and a 5% profit share for the city, ending the 2008 privatization era.

via Block Club Chicago|

#chicago-city-council #local-government #morgan-stanley

business18 days ago•17 min saved

Paramount-Warner Merger Aims for Streaming Powerhouse Despite Massive Debt

Morgan Stanley analysts say the Paramount+/HBO Max merger with Warner Bros. Discovery could create a streaming powerhouse with 240M+ subscribers by 2030, but it carries a heavy debt load (around $77 billion) that the company aims to deleverage over three years through cost savings from tech and real estate consolidation. The merged entity would own major IP (Game of Thrones, Lord of the Rings, Harry Potter, DC) and plans include a 30-film-per-year release and a 45-day theatrical window, signaling a shift toward streaming and studio strength, though exact timing and execution remain uncertain.

via variety.com|

#business #debt #morgan-stanley

technology19 days ago•6 min saved

US data centers face a 6-NYC power gap by 2028

Morgan Stanley’s updated forecast for US data-centers projects about 257 GW of demand by 2028, with a 30–40% shortfall against supply; using New York City as a yardstick, that gap equates to roughly six NYC-sized baseloads today and could reach 10 NYC equivalents without mitigations, rising to about 18 NYC equivalents (107 GW) by 2029 as denser GPU racks and Nvidia’s Vera Rubin architectures boost power demand. Time-to-power measures like Bloom Energy and behind-the-meter generation could close part of the shortfall, but the analysis warns that without a major increase in supply, AI deployment and hardware improvements may be slower than market expectations.

via Financial Times|

#ai #data-centers #morgan-stanley

business1 month ago•10 min saved

Apple bets on foldable iPhone to lift revenue, Morgan Stanley says

Morgan Stanley expects Apple to unveil its first foldable iPhone (the iPhone 18 Pro) at the Sept. 9 event, with about 6.5 million foldables projected to ship in the December quarter and roughly $14 billion in foldable revenue. Pricing could add $200–$500 to Pro models, with a 512GB foldable possibly starting at $2,399 and a 2TB version around $3,199, a strategy aimed at supporting margins but potentially testing consumer demand.

via Yahoo Finance|

#apple #business #foldable-iphone

investing1 month ago•20 min saved

Oracle Rally Fueled by Morgan Stanley Target Lift as AI Cloud Bets Extend to CoreWeave

Morgan Stanley's price-target upgrade for Oracle sparks a roughly 5% morning surge in ORCL, with CoreWeave rising about 3% as AI cloud infrastructure names gain; Oracle's Q4 FY2026 results showed Cloud Infrastructure revenue up 93% year-over-year to $5.79 billion and RPO up 363% to $638 billion, and management reiterated a $90 billion FY2027 revenue target while guiding to $8.05 in non-GAAP EPS and financing its plan with about $40 billion of debt/equity in FY2027 amid negative free cash flow. The rally reflects AI infrastructure sentiment, though Oracle remains down year-to-date and investors will watch its next earnings release for confirmation; CoreWeave's backlog and capex intensity echo Oracle's growth trajectory, highlighting upside but also capital-expenditure risk.

via 24/7 Wall St.|

#ai #cloud-infrastructure #coreweave

ipos1 month ago•20 min saved

Anthropic's $2T IPO: Morgan Stanley Leads as Goldman Sets Stabilisation Role

Anthropic is nearing a $2 trillion IPO, with Morgan Stanley favored for the lead left advisory and Goldman Sachs expected to act as stabilisation agent as other banks like JPMorgan, Citigroup and Barclays vie for prominent roles. The filing could come as soon as next week, with a roadshow likely in late September and a New York listing potentially in late September or early October. Investors expect a valuation around $2 trillion, well above Anthropic’s current valuation of just over $900 billion, which would make it one of the largest IPOs ever. The company’s July revenue ran at about a $65 billion annualized pace, below some bullish forecasts of over $80 billion, and OpenAI remains a key rival in the AI race.

via Yahoo Finance|

#anthropic #goldman-sachs #investment-banking

business1 month ago•5 min saved

Anthropic eyes $2tn IPO as Morgan Stanley leads the deal

Anthropic is close to filing for a roughly $2 trillion IPO, with Morgan Stanley likely to be lead left and Goldman Sachs as stabilisation agent (though a final decision isn’t set). The deal could see roadshows in late September and a New York listing by late September or early October; if the $2tn target holds, early investors could realize large gains, despite July revenue missing forecasts and competition from OpenAI.

via Financial Times|

#anthropic #artificial-intelligence #business

automotive-industry1 month ago•20 min saved

Tesla's Cybercab Debut: A Robotaxi Gamble Eyes a Texas Scaleup

Tesla is set to unveil its production Cybercab robotaxi in Austin—a two-seat, steering-wheel-and-pedal-free EV that runs on its Full Self-Driving software—with analysts predicting a Texas-scale rollout could lift the stock if a meaningful fleet is deployed (Morgan Stanley suggests 25–50 Cybercabs across Texas). Nevada approved up to 5,000 autonomous Teslas in Las Vegas, underscoring the robotaxi drive, while investors weigh whether Tesla’s camera-based approach can scale versus Waymo’s sensor fusion. The market is watching unit economics, scale commitments, and the sales motion.

via Yahoo Finance|

#automotive-industry #autonomy #cybercab

finance1 month ago•18 min saved

Morgan Stanley Lifts Marvell Target on Strong Data-Center Outlook

Morgan Stanley raised its Marvell Technology price target to $246 from $224 and kept an Equalweight rating after Marvell reported record Q2 revenue of $2.74 billion (up 37% YoY) and guided Q3 revenue around $3.15 billion with gross margin between 57.5% and 58.5%. The bank credited Marvell’s expanding exposure to AI data-center spending, highlighting XPU attach, optical connectivity and scale-up opportunities, and lifted its calendar 2027 data-center growth forecast to about 60% from 50%. While fundamentals are accelerating, valuation remains a concern, making the Oct. 6 Investor Day a key upcoming catalyst.

via Yahoo Finance|

#data-center-growth #earnings #finance

business1 month ago•5 min saved

Dallas lands Morgan Stanley expansion as Wall Street shifts from NYC

Morgan Stanley will relocate up to 4,800 jobs to Dallas by 2031 and erect a $1.3 billion, 709,000-square-foot skyscraper, after Dallas approved incentives—reflecting a broader move of Wall Street operations from New York to Texas.

via New York Post|

#business #dallas #expansion