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Investing.com113d agoneutral
Anthropic said to pick Morgan Stanley and Goldman to lead IPO

Investing.com -- Anthropic PBC has selected banks to lead its initial public offering, according to a Bloomberg report Wednesday. The artificial intelligence company, which makes the Claude chatbot, has chosen Morgan Stanley and Goldman Sachs Group Inc. to lead the offering. JPMorgan Chase & Co. will also work on the deal, the report said.

AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns
Reuters113d agoneutral
AI 'chipflation' spreading from data centers to wider economy, Morgan Stanley warns

Soaring memory chip prices driven by massive AI demand risk stoking "chipflation," Morgan Stanley analysts cautioned, as makers of devices from smartphones to ‌PCs are forced to choose between raising prices and settling for thinner margins. The brokerage ‌said on Tuesday that memory chip prices have spiked six-fold in the past year, as manufacturers have struggled to keep up ​with Big Tech's AI infrastructure spending spree and prioritized higher-margin data center chips over those used in everyday devices. "What began as an AI infrastructure bottleneck is now spreading into hardware margins, device affordability, cloud costs, inflation and policy," Morgan Stanley said in a 66-page note, adding the crunch has "become a macroeconomic concern."

SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says
Bloomberg114d agoneutral
SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says

(Bloomberg) -- SpaceX aims to sell 555.6 million shares ​at $135 apiece for its record-breaking $75 ​billion ⁠initial public ​offering, Reuters reported, citing an unidentified person familiar with the matter. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtCanada Dips Into Technical Recession for First Time Since 2020SpaceX Staffers Prep for Multimillion-Dollar Windfalls by Pushing for VIP TermsAndr

Morgan Stanley resets Monster stock price target after earnings
TheStreet114d agoneutral
Morgan Stanley resets Monster stock price target after earnings

Monster Beverage (MNST) just earned another vote of confidence from Wall Street, and the reasoning behind it tells investors more than the new price tag does. Morgan Stanley lifted its target on the energy drink giant and kept its bullish rating in place. The size of the increase is small. The ...

Alphabet $80 Billion Equity Sale Set to Break Fundraising Record
Bloomberg114d agoneutral
Alphabet $80 Billion Equity Sale Set to Break Fundraising Record

(Bloomberg) -- Alphabet Inc.’s surprise $80 billion sale of equity to fund spending on artificial intelligence infrastructure is expected to become the biggest equity capital markets transaction of all time, according to data compiled by Bloomberg.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Andrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise $80 Billion in Equity for

China Robotics Firms Line Up IPOs to Pitch Next Phase of AI
Bloomberg115d agoneutral
China Robotics Firms Line Up IPOs to Pitch Next Phase of AI

(Bloomberg) -- China is pitching itself as the global fulcrum for the next phase of artificial intelligence and a legion of robotics companies is lining up initial public offerings to test investor appetite.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionAlphabet to Raise $80 Billion in Equity for AI SpendingStocks Rise on Trump’s Iran Re

Morgan Stanley resets Microsoft stock price target
TheStreet115d agoneutral
Morgan Stanley resets Microsoft stock price target

Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...

Bloomberg115d agoneutral
For Goldman’s Top Bankers, It’s All AI Data Centers All the Time

(Bloomberg) -- For leveraged finance practitioners, artificial intelligence is the only game in town — especially in the absence of more debt deals to finance mergers and acquisitions.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectRussia Finance Officials Tell Putin War Spending Is UnaffordableStocks Up as Trump Cites Rapid Pace in I

Regulators Didn’t Speak to US Fund at Heart of Segantii Trial
Bloomberg116d agoneutral
Regulators Didn’t Speak to US Fund at Heart of Segantii Trial

(Bloomberg) -- The insider trading trial of hedge fund Segantii Capital Management enters a critical moment this week, as the prosecution wraps up its side of the case following testimony from an official at Hong Kong’s securities regulator. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Sign

Morgan Stanley flags unexpected Dell stock update after earnings
TheStreet116d agoneutral
Morgan Stanley flags unexpected Dell stock update after earnings

A particular moment in markets does not happen often. It is when a Wall Street firm that called a stock wrong publicly admits it, in plain language, in a research note. Morgan Stanley just had that moment with Dell Technologies (DELL). "We got this one wrong," the firm wrote in a note shared with ...

HSBC CEO Pitches HK Clients, Hires More Bankers After Setbacks
Bloomberg116d agoneutral
HSBC CEO Pitches HK Clients, Hires More Bankers After Setbacks

(Bloomberg) -- HSBC Holdings Plc is redoubling efforts to revive its flagging Hong Kong investment banking franchise, deploying its top leadership to win back market share as competition intensifies in Asia’s biggest financial hub.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarQ

Morgan Stanley slashes targets on 3 software stocks after earnings
TheStreet116d agoneutral
Morgan Stanley slashes targets on 3 software stocks after earnings

Morgan Stanley updated its outlook on three software stocks following earnings, highlighting how differently AI adoption is impacting companies across the sector. Morgan Stanley believes investors are increasingly focused on companies that can use AI to drive durable revenue growth; for example ...

Morgan Stanley revisits NetApp stock price target after earnings
TheStreet116d agoneutral
Morgan Stanley revisits NetApp stock price target after earnings

NetApp (NTAP) stock jumped about 22% on May 29 after reporting strong fourth-quarter earnings and raising expectations for FY2027. Morgan Stanley responded by lifting its price target from $88 to $137, citing growing evidence that enterprise AI spending is beginning to translate into real storage ...

Investing.com117d agoneutral
Saudi contractor MGC seeks up to $799 million in Riyadh IPO

Investing.com -- Saudi Arabia’s Mutlaq Al-Ghowairi Contracting Co. (MGC) is seeking to raise as much as 3 billion riyals ($799 million) through an initial public offering in Riyadh, according to a statement cited by Bloomberg on Sunday.

Bloomberg118d agoneutral
Danish Pension Blacklists SpaceX Over ‘Catastrophic Governance’

(Bloomberg) -- A $25 billion Danish pension fund that earlier this year made headlines by ditching Treasuries as Donald Trump was threatening to seize Greenland now says it won’t touch SpaceX.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermStrait of Hormuz Ship Transits Are Rising Thanks to Help From USCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekSpaceX Said to Cut IPO Value Goal to at Le

Morgan Stanley resets MongoDB stock price target after earnings
TheStreet118d agoneutral
Morgan Stanley resets MongoDB stock price target after earnings

There is a specific kind of earnings report that is genuinely hard to read. The one that beats on revenue, raises full-year guidance, shows improving margins, but still leaves investors asking whether the most important growth driver has actually arrived yet. MongoDB (MDB) just delivered exactly ...

Morgan Stanley discloses Bitcoin, XRP, SOL holdings
TheStreet118d agoneutral
Morgan Stanley discloses Bitcoin, XRP, SOL holdings

Morgan Stanley (NYSE: MS) disclosed major crypto-related holding in its SEC 13F filing for Q1 2026. It revealed exposure to Bitcoin (BTC), Solana (SOL), XRP and other digital asset-linked equities. The filing shows the Wall Street giant significantly increased its institutional crypto ...

Bloomberg119d agoneutral
SpaceX Lowers IPO Valuation Target to at Least $1.8 Trillion

(Bloomberg) -- SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes Pric

Wall Street giant’s ETF suffers second-worst outflow ever
TheStreet119d agoneutral
Wall Street giant’s ETF suffers second-worst outflow ever

BlackRock, Inc. (NYSE: BLK) launched its spot U.S. exchange-traded fund (ETF) tied to Bitcoin (BTC) on Jan. 11, 2024. It was a historic moment for the crypto industry as the launch demonstrated the growing faith of Wall Street in digital assets. Several large players like Morgan Stanley (NYSE: MS) ...

Analyst resets AppLovin stock forecast on hidden metric
TheStreet119d agoneutral
Analyst resets AppLovin stock forecast on hidden metric

AppLovin has already become one of Wall Street’s more closely watched artificial-intelligence advertising stories. The company’s growth has been fast enough to raise a different question for investors: How much more can it squeeze out of mobile ads after such a large run? Morgan Stanley says the ...

Bloomberg120d agoneutral
Drone Makers Quantum and Destinus Seek Banks for 2027 IPOs

(Bloomberg) -- Quantum Systems and Destinus are in talks to line up advisers for potential IPOs as soon as early 2027, people familiar with the matter said, as the drone makers seek to tap surging demand for unmanned defense assets.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarEx-President Biden Sues to Stop DOJ Sharing Interview TapesTwo More Oil Supertankers Exit Hormuz to Help Push Up Flows‘KPop D

Investors Say Time Is Now for Pemex to Tap Global Debt Markets
Bloomberg120d agoneutral
Investors Say Time Is Now for Pemex to Tap Global Debt Markets

(Bloomberg) -- Lea la nota en españolMost Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsInvestors say the time is right for state-owned Petroleos Mexicanos SA to sell global bonds for the first time in more than three years

Goldman Strategists Lift S&P 500 Target to 8,000 on AI, Earnings
Bloomberg121d agoneutral
Goldman Strategists Lift S&P 500 Target to 8,000 on AI, Earnings

(Bloomberg) -- Strategists at Goldman Sachs Group Inc. joined peers at Morgan Stanley and Deutsche Bank AG in seeing a 17% return for the S&P 500 Index this year.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadRussia Tells US to Evacuate Its Diplomats and Citizens From KyivUS Strikes Targets in Iran Even as Trump Hails Progress on DealEarnin

The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO
24/7 Wall St.121d agoneutral
The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

There’s a question floating around the biggest IPO in history, and SpaceX has chosen its words very carefully to avoid answering it. I’ve been reading pre-IPO paperwork for nearly two decades, and what’s missing from this one tells you more than what’s in it. The company is reportedly heading to NASDAQ in June 2026 at ... The Question About Elon Musk That SpaceX Refuses to Answer Before Its IPO

JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes
Bloomberg121d agoneutral
JPMorgan’s Matejka Sees Stocks Overpricing Risk of Rate Hikes

(Bloomberg) -- Markets are overpricing potential central bank interest-rate increases, creating conditions for a rally in stocks with the lowest volatility like staples and utilities, according to strategists at JPMorgan Chase & Co. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS,

Bloomberg121d agoneutral
Honeywell-Backed Quantinuum Seeks to Raise $1.05 Billion in IPO

(Bloomberg) -- Quantinuum Inc., a quantum computing company backed by Honeywell International Inc., is seeking to raise $1.05 billion in its US initial public offering, capitalizing on investor enthusiasm for the technology. Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz as Iran Talks ContinueUS, Iran Inc