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THE MORGAN REPORT
Explained: Why Oracle shares crashed 10% in extended trading despite earnings beatOracle shares fell sharply in after-hours trading despite beating earnings estimates, as investors reacted to aggressive AI spending plans ...
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...
SpaceX IPO is said to be well oversubscribed, orders close WednesdaySpaceX's initial public offering is significantly oversubscribed, with demand building for a potentially record-setting debut. Banks are cl...
Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
AOL, Vimeo parent Bending Spoons files for US IPOBending Spoons, an Italian tech firm, has filed for a US initial public offering. The company, which acquired AOL and Eventbrite, could be ...
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...
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...
Data centre developer Switch in talks to raise funds at $50 billion-plus valuation: ReportBrookfield Asset Management, KKR and other private equity and institutional investors have been in talks to invest in the round, the repor...
Honeywell's Quantinuum raises $1.68 billion in US IPO as quantum computing heats upThe listing is the latest test of investor appetite for quantum computing companies, as breakthroughs in the technology spur bets that qu...
Ford is recalling nearly 420,000 vehicles for a seat belt issueFord is recalling almost 420,000 Ford Expedition and Lincoln Navigator vehicles. The recall addresses a seat belt issue where belts may loc...
RBI contains rupee's fall, shrinks dollar-rupee forward premiumsThe Indian rupee and dollar-rupee forward premiums declined as importer hedging, foreign portfolio outflows, and likely central bank interv...
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...
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...