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MORGAN STANLEY OLIVER WYMAN REPORT
AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...17 Oct, 2026, 04.32 PM IST- Cult.fit receives Sebi approval for proposed IPOCult.fit has received Sebi observations for its proposed IPO, comprising a fresh issue of up to Rs 950 crore and an offer for sale. Revenue...16 Oct, 2026, 07.32 PM IST
- Wall Street banks' bond trading revenue hit by market volatility, equities shineAmidst a backdrop of volatility in interest rates and a bond market selloff, Wall Street banks experienced a downturn in fixed-income tradi...15 Oct, 2026, 03.20 PM IST
- Canara Bank shares slide over 6% after Q2 earnings. Buy, sell or hold the state lender?Canara Bank shares fell sharply on Thursday despite reporting an 8% year-on-year rise in Q2 FY27 standalone net profit to Rs 5,175 crore. B...15 Oct, 2026, 11.20 AM IST
- US stocks: US market slides as hot CPI data fuels rate-hike bets; chips, banks weighWall Street's major indices took a hit as an inflation report outpaced forecasts, sparking heightened speculation about rate increases. Inv...14 Oct, 2026, 09.06 PM IST
- Global Market | European companies better positioned to withstand energy price shock than in 2022: AnalystsEuropean companies appear better equipped to withstand rising oil and gas prices than during the 2022 energy crisis, supported by changing ...14 Oct, 2026, 01.15 PM IST
- US AI data centre startups raise $33.5 billion in 2026 amid power constraints: ReportThe report said investors are increasingly backing technologies that combine energy supply with computing infrastructure as power availabil...13 Oct, 2026, 01.02 PM IST
- US AI data centre startups raise $33.5 billion in 2026 amid power constraints: Morgan StanleyUS startups have significantly increased their funding, raising $33.5 billion for technologies addressing AI data centre challenges. This f...13 Oct, 2026, 12.58 PM IST
- Global Market: Japan bond yields diverge as investors weigh inflation, BOJ outlookJapanese government bond yields moved in opposite directions on Tuesday, with shorter-term yields rising and longer-dated yields falling as...13 Oct, 2026, 10.11 AM IST
- US bank stocks near correction as earnings loom, consumer outlook in focusUS bank stocks are nearing correction territory ahead of earnings, with investors watching for clues on consumer resilience amid elevated b...12 Oct, 2026, 11.29 PM IST
- Lenskart Solutions shares crack 5% after Rs 1,985-crore block deal; Alpha Wave likely sells takeLenskart Solutions reported a 182.3% YoY jump in Q1 FY27 net profit to Rs 228 crore, while revenue rose 33.6% to Rs 2,214 crore. EBITDA mar...12 Oct, 2026, 10.58 AM IST
- Gold, silver boom puts US bank trading revenues on track for record $5 billionIn the first half of 2026, the precious metals desks at major banks achieved significant earnings due to high demand. JPMorgan Chase report...10 Oct, 2026, 12.18 AM IST
- US bank earnings in focus as Treasury yields surge, raising concerns over lending and dealmakingUS bank stocks face a critical earnings test as investors assess whether rising Treasury yields, higher deposit costs and slower dealmaking...09 Oct, 2026, 09.48 AM IST
- Adani Enterprises has finally got strong winds filling its sailsAdani Enterprises’ outlook is improving as several incubated businesses reach commercial scale. CARE Ratings has upgraded AEL to AA, citing...08 Oct, 2026, 10.20 PM IST
- Nvidia share price jumps nearly 30 per cent in 2026 as world's most valuable company heads for USD 6 trillion market valueNvidia stocks, market cap: Elon Musk's SpaceX is seeking to raise $40 billion in a financing effort led by asset manager Apollo Global Mana...07 Oct, 2026, 05.13 AM IST
- Rs 17,540 crore added to Trent mcap, but Citi stays bearish. Why Morgan Stanley disagreesTrent shares surged 13% after the Tata Group retailer reported strong Q2 revenue growth and crossed the 1,000-store milestone for Zudio. Mo...06 Oct, 2026, 11.27 AM IST
- Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan StanleyThe brokerage estimated last month that US data-center developers face a 34% net power shortfall through 2028, equivalent to 32 GW, after a...06 Oct, 2026, 12.30 AM IST
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