MORGAN STANLEY Aktie

 

"Delayed Revenue, Delayed Cash Flow": Morgan Stanley Warns Oracle Data Center Delays Could Crush Its Debt There is a comforting story going around credit desks about Oracle's data center problems: if the buildings are late, the capex is late too, and that buys the balance sheet some time. Morgan Stanley isn't buying it. In a new note titled "ORCL Credit: Lighthouse in the Fog" (available to pro subs), MS credit analysts Lindsay Tyler and Benjamin Guerrero pick up where we left off on Tuesday, when we reported that Oracle's 1.3GW "Project Lighthouse" campus in Port Washington, Wisconsin was next in line to slip after Project Jupiter's force majeure. Their conclusion was blunt: a delay, Tyler told Bloomberg in an interview, "also means delayed monetization and delayed proof of concept, delayed revenue, delayed cash flow." For a company with over $600 billion of future revenue tied to AI data center construction, that's the whole investment case. That ...

MS faces a challenging Q3 earnings outlook amid rising costs and muted deal activity, despite solid trading prospects and long-term growth potential....

Cheaper open-weight AI models were supposed to threaten Microsoft. Morgan Stanley now thinks they could feed its biggest growth engines....

Besides Wall Street's top-and-bottom-line estimates for Morgan Stanley (MS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026....

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The investment bank double upgraded the stock to overweight from underweight....

Nvidia stock gets a boost as Morgan Stanley reinstates NVDA as its top chip pick, citing data-center power constraints and strong AI demand....

The latest trading day saw Morgan Stanley (MS) settling at $187.44, representing a -1.2% change from its previous close....

A retiree collects his last bonus from a decades-long career and watches it land on his W-2 alongside new part-time wages, setting up a Social Security withholding nightmare that a little-known IRS and SSA rule might erase entirely....

Ariana Salvatore, head of U.S. public policy research at Morgan Stanley, joins 'Squawk on the Street' to discuss how the midterm elections could affect the market, which issues will matter in the election, and more....

Morgan Stanley Investment Management's Vishal Khanduja, a top-performing bond investor, is turning bullish on US debt for the first time in a decade, with yields at two-decade highs serving as a check on economic growth....

This company has the track record to truly compete with SpaceX for launch contracts....

Chinese biotechnology company Suzhou Sanegene Bio is eyeing a listing in Hong Kong next year after confidentially filing a listing application, Bloomberg, citing sources, reported. The company is working with CICC and Morgan Stanley on the IPO, which could raise several hundred million USD.~AASTOCKS Financial NewsWebsite: www.aa......

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Solidigm, the NAND flash business unit of SK hynix, selected Goldman Sachs and Morgan Stanley as underwriters for an IPO next year, Bloomberg, citing sources, reported. The fundraising could size about USD10 billion, potentially valuing the company at as much as USD100 billion.Solidigm is also reportedly working with the two inv......

Morgan Stanley proposes converting eight Eaton Vance municipal bond mutual funds holding nearly $10 billion into ETFs. Here's what changes for shareholders....

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