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MORGAN STANLEY INFRASTRUCTURE PARTNERS
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
US stocks: SpaceX IPO demand is approaching four times oversubscribed, source saysSpaceX's initial public offering is seeing massive investor interest. Demand has reached over 250 billion dollars, far exceeding the 75 bil...
Apple stocks: Why are AAPL shares down? Morgan Stanley sounds warning over Siri AI updateAI update to Apple's Siri voice assistant unveiled on Monday garnered lacklustre reviews, spurring caution among investors who have seen te...
US stocks: CrowdStrike shares fall as 'Mythos moment' fails to cheer investorsCrowdStrike experienced a stark decline in its share prices on Thursday, largely attributed to its quarterly guidance that failed to impres...
Apple's AI Siri will be held back by aging devices, Morgan Stanley saysApple's new AI Siri faces limitations on many older iPhones. Over 850 million iPhones cannot run basic queries. More than 1.3 billion iPhon...
IndiGo shares gain 2% after analyst meet. Why Goldman, Morgan Stanley, others see up to 38% upside?IndiGo shares witnessed an uptick on Tuesday after its analyst meet, where management outlined strong long-term growth plans driven by risi...
Cerebras shares climb as Wall Street brokerages back AI chip strategyCerebras shares saw a rise on Monday. Several Wall Street firms initiated coverage with positive outlooks. They are backing the chip design...
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...
Apollo wraps up $35 billion debt to buy AI chips for AnthropicThe package, one of the biggest private credit transactions in history, highlights the race by top-tier financiers to fund data center cons...
Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040SpaceX's revenue could hit $3.4 trillion by 2040, according to Morgan Stanley projections. The company is also preparing for its initial pu...
Fintech firm Ramp's valuation surges to $44 billion on AI-driven growthFintech firm Ramp secured $750 million in funding, valuing the company at $44 billion. This significant jump highlights investor confidence...
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
U.S. Stock Market IPO: ERock eyes staggering $5 billion. Check company profile, symbol at New York Stock ExchangeERock, founded in 2006, provides natural gas generators to data centers, utilities, and commercial and industrial customers across nine U....
Morgan Stanley sees Reliance Industries’ AI, new energy bets powering next growth chapters. Here’s whyMorgan Stanley believes Reliance Industries has entered its fifth monetisation cycle, with artificial intelligence infrastructure and new e...
SoftBank hires banks for US IPOs of SB Energy and AI robotics spinoff Roze, sources say2026 is shaping up as a major year for IPOs, with a wave of mega AI listings including SpaceX, Anthropic and OpenAI expected to test invest...