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06.11.26 - 13:12
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Democrats Spent Year Demanding Data Center Moratoriums. They Own The Narrative. Will They Own The Fallout? (ZeroHedge)
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Democrats Spent Year Demanding Data Center Moratoriums. They Own The Narrative. Will They Own The Fallout?
Thursday's selloff in hyperscaler and neocloud stocks deepened as investors reassessed the mounting risks that the Democratic sweep in the US midterms poses to the AI infrastructure boom. By midday in New York, the Nasdaq was down more than 5%, while Morgan Stanley's neocloud index had plunged 12%, reflecting concerns that Democratic-led moratoriums could delay projects, disrupt spending plans, and even undermine the US economy. We've extensively detailed where state-level restrictions could put the buildout most at risk (read here and here).Earlier today, the doom headlines started pouring in. The Wall Street Journal reported that OpenAI leaders were discussing whether to reset expectations for next year's data center buildout after the blowout election results signaled dire straits for the AI boom.WSJ said AI insider concerns surfaced Tuesday night at San Francisco's Opera House, w...
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05.11.26 - 22:21
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Morgan Stanley Direct Lending Fund Announces September 30, 2026 Financial Results and Declares Fourth Quarter 2026 Regular Dividend of $0.45 per Share, a Supplemental Dividend of $0.015 per Share and a Reduction of Base Management and Incentive Fees (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 third quarter ended September 30, 2026.
QUARTERLY HIGHLIGHTS
Net investment income of $40.3 million, or $0.48 per share, as compared to $38.2 million, or $0.45 per share, for the quarter ended June 30, 2026;
Net asset value of $18.76 per share, as compared to $19.50 as of June 30, 2026;
Debt-to-equity was 1.25x as of September 30, 2026, as compared to 1.21x as of June 30, 2026;
New investment commitments of $52.6 million (net of any syndications), fundings of $75.1 million and sales and repayments of $140.9 million, resulting in net funded deployment of ($65.8) million;
The Company continued to ramp Capstone Lending LLC (“Capstone JV”), as of September 30, 2026, approximately 64.9% of the total capital commitments were called;
The Company's B...
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05.11.26 - 10:15
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PBOC Governor Pan Gongsheng Meets M Stanley Chair Ted Pick (AAStocks)
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Pan Gongsheng, Governor of the People's Bank of China (PBOC), met with Ted Pick, Chairman of Morgan Stanley (MS.US) yesterday (4th), and held in-depth exchanges on topics including the current economic and financial conditions in China and globally, as well as the opening-up of China's financial industry.~AASTOCKS Financ......
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04.11.26 - 02:06
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Banks must be ′responsible′ as industry races to deploy AI agents: State Street (SCMP)
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US bank State Street expects the uses of artificial intelligence in finance to “multiply” in the coming years, but stressed that “responsible deployment” is vital as the industry confronts daunting potential security risks.
The call came on the first day of the Global Financial Leaders' Investment Summit in Hong Kong, where executives from leading firms including Goldman Sachs, Morgan Stanley, JPMorgan, Pimco and Bridgewater shared their insights on the dawning era of AI finance.
Manoj Bohra,......
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03.11.26 - 18:06
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Verve Appoints Bryan Jennings as Chief Financial Officer (PR Newswire)
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More than thirteen years of CFO experience at public and private companies in Europe and the US, including in advertising technology Combines hands-on financial leadership with extensive international capital markets experience, including 19 years at Morgan Stanley Will lead Verve's......
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