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09.06.26 - 01:54
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AI demand is turning memory chips into rationed assets, Morgan Stanley says (Digitimes)
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AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries....
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08.06.26 - 23:48
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OpenAI Files Confidentially for IPO (Bloomberg)
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OpenAI filed confidentially for an IPO with the SEC, working with Goldman Sachs Group and Morgan Stanley on a potential listing. Romaine Bostick reports on "Balance of Power." (Source: Bloomberg)...
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05.06.26 - 19:06
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Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040, $2.7 Trillion In EBITDA (ZeroHedge)
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Morgan Stanley Projects SpaceX Revenue Hitting Stratospheric $3.4 Trillion In 2040, $2.7 Trillion In EBITDA
Yesterday we shared a forensic analysis of the mechanics of the $75 billion SpaceX IPO and how to trade it, while specifically saying we are leaving the fundamentals aside. The reason for that is that the historicals of the company are, to put it mildly, problematic when it comes to projecting how the company grows into a multi-trillion behemoth.
As a reminder, SpaceX posted revenue of just under $20 billion for the LTM period, with approximately $6 billion EBITDA and loss of $4 billion, virtually all driven by the conglomerate's Connectivity (Starlink) division and to a lesser extend, the Launch Services division. Solid numbers on their own, but do they justify a $1.75 trillion in valuation?
So how exactly does SpaceX get from here to there?
We got the answer this morning courtesy of the WSJ which got its hands on an analysis shared by Morgan Stanley with top investors.
Needless ...
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05.06.26 - 17:24
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Morgan Stanley Sees AI-Related Funding Expanding to 15% of All Credit Deals (Bloomberg)
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Scott Goodwin, co-founder and managing partner at Diameter Capital Partners, says that business development companies will face pressure to sell their highest-quality loans to software companies at a discount as banks tighten their grip on the private credit funds. Goodwin speaks with Bloomberg TV's Dani Burger at the Bloomberg Global Credit Forum in New York on June 3. (Source: Bloomberg)...
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