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07.08.26 - 15:30
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Tipps vom Stockpicker: KI-Boom: Wo die Chancen in der Halbleiter-Wertschöpfungskette liegen (Das Investment)
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Milliardeninvestitionen der Hyperscaler treiben Nvidia, TSMC & Co. – doch die besten Chancen liegen oft bei unbekannten Nischenanbietern, erinnert Fondsmanager Lukas Spang.Die weltweite Halbleiterindustrie befindet sich derzeit in einer ihrer größten Umbruchphasen. Künstliche Intelligenz verändert nicht nur die Nachfrage nach Rechenleistung, sondern auch die Wertschöpfungskette. Wie aktuelle Schätzungen von Morgan Stanley zeigen, sollen die Investitionen der großen Hyperscaler Google, Amazon, Microsoft, Meta und SpaceX von 426 Milliarden US-Dollar 2025 auf 779 Milliarden US-Dollar 2026 steigen – ein Plus von 83 Prozent. Für 2028 werden fast 1,4 Billionen US-Dollar erwartet. Eine weitere Verdopplung. Grafik: Investitionen der Hyperscaler |......
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06.08.26 - 22:21
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Morgan Stanley Direct Lending Fund Announces June 30, 2026 Financial Results and Declares Third Quarter 2026 Regular Dividend of $0.45 per Share (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Morgan Stanley Direct Lending Fund (NYSE: MSDL) (“MSDL” or the “Company”), a business development company externally managed by MS Capital Partners Adviser Inc. (the “Adviser”), today announced its financial results for the second quarter ended June 30, 2026.
QUARTERLY HIGHLIGHTS
Net investment income of $38.2 million, or $0.45 per share, as compared to $40.5 million, or $0.47 per share, for the quarter ended March 31, 2026;
Net asset value of $19.50 per share, as compared to $19.81 as of March 31, 2026;
Debt-to-equity was 1.21x as of June 30, 2026, as compared to 1.22x as of March 31, 2026;
New investment commitments of $95.0 million (net of any syndications), fundings of $146.2 million and sales and repayments of $240.5 million, resulting in net funded deployment of ($94.2) million;
The Company continued to ramp Capstone Lending LLC (“Capstone JV”). As of June 30, 2026, approximately 52.3% of the total capital commitments were called;
The Company's Board of D...
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