OpenAI & Morgan Stanley
40 shared events · Importance 5 · Last updated Aug 23, 2026
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Business
OpenAI: OpenAI>>> has confidentially filed for an IPO, signaling its intent to go public and secure significant capital for its ambitious AI development and infrastructure plans. This move positions OpenAI>>> as a key player in the AI industry's race to public markets.
Morgan Stanley: Morgan Stanley>>> is collaborating with OpenAI>>> on its potential IPO, serving as an adviser for the public offering.
May 20, 2026 · 212 articles
Business
OpenAI: Potential IPO candidate; considering delaying IPO until next year, which affected bank stocks.
Morgan Stanley: Collected roughly $100 million in fees from SpaceX IPO; shares fell on OpenAI IPO delay news.
Jul 28, 2026 · 6 articles
Business
OpenAI: OpenAI is a customer and backer of Cerebras Systems, with a pre-payment arrangement for Cerebras Systems' products, signifying its importance as a key client.
Morgan Stanley: Morgan Stanley, an IPO bookrunner for Cerebras Systems, initiated coverage with an 'overweight' rating and a $250 price target, contributing to the positive sentiment around Cerebras Systems.
Jun 08, 2026 · 12 articles
Business
OpenAI: OpenAI is a rival that has delayed its IPO to 2027, potentially losing first-mover advantage in the public markets. Anthropic's progress may pressure OpenAI to accelerate its plans.
Morgan Stanley: Morgan Stanley is one of the lead underwriters for Anthropic's IPO, benefiting from fees and reputation in the high-profile deal.
Jul 15, 2026 · 7 articles
Business
OpenAI: OpenAI is Anthropic's main rival, with a lower valuation and a delayed IPO timeline. Anthropic's potential record IPO could pressure OpenAI to accelerate its own listing plans.
Morgan Stanley: Morgan Stanley is one of the lead banks advising Anthropic on its IPO, positioning it to earn significant fees and enhance its reputation in tech IPOs.
Aug 13, 2026 · 68 articles
Business
OpenAI: OpenAI is a direct competitor to Xai in the AI market and is also expected to pursue a public listing soon. Its presence highlights the competitive landscape SpaceX faces in its AI ambitions.
Morgan Stanley: Morgan Stanley is a co-lead underwriter for the SpaceX IPO and hosted a lunch meeting for institutional investors. Its analysts have made ambitious revenue projections for SpaceX's future.
Apr 20, 2026 · 457 articles
Business
OpenAI: OpenAI>>> has confidentially filed for a US IPO, and its market reception will be a key indicator for the AI industry's public market prospects, affecting companies like Perplexity AI>>>.
Morgan Stanley: Morgan Stanley>>> is leading the IPO process for OpenAI>>>, indicating its role as an investment bank facilitating the public listing.
Jun 09, 2026 · 20 articles
Business
OpenAI: OpenAI>>> confidentially filed for a U.S. initial public offering, signaling a move towards public markets and potentially impacting the tech sector.
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
May 20, 2026 · 72 articles
Business
OpenAI: OpenAI is another AI company expected to go public this year, with its IPO performance being scrutinized in the wake of SpaceX's debut. SpaceX aims to outdo OpenAI in the AI market.
Morgan Stanley: Morgan Stanley was a joint book-running manager for the SpaceX IPO, helping to manage the offering and earning substantial fees.
Mar 09, 2018 · 538 articles
Business
OpenAI: OpenAI is a key customer for Oracle Corporation's AI data center development, benefiting from Oracle Corporation's increased infrastructure spending.
Morgan Stanley: Morgan Stanley provided projections on AI-related global debt issuance and hyperscaler spending.
Apr 20, 2026 · 15 articles
Business
OpenAI: OpenAI, creator of ChatGPT, is expected to follow SpaceX with an IPO, potentially valuing the company at $1 trillion.
Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.
Jun 05, 2026 · 13 articles
Business
OpenAI: OpenAI is considering delaying its IPO until 2027 to achieve its desired $1 trillion valuation, rather than accepting a lower valuation for an earlier public debut. This decision reflects market uncertainty and government scrutiny over its AI models.
Morgan Stanley: Morgan Stanley is one of the bankers advising OpenAI on its potential IPO plans.
Jun 12, 2026 · 66 articles
Business
OpenAI: OpenAI's Trust Access for Cyber initiative provided learnings that were incorporated into Project Lightwell, contributing to its approach to securing foundational open-source layers.
Morgan Stanley: Morgan Stanley is an early adopter of Project Lightwell, providing feedback to refine the project's vulnerability management processes.
May 28, 2026 · 20 articles
Business
OpenAI: OpenAI's valuation and its move towards a public listing are central to the stalled loan negotiations for SoftBank Group, as lender sentiment improved after its IPO filing. However, concerns about its valuation and SoftBank Group's investment scale persist.
Morgan Stanley: Morgan Stanley is reportedly working with OpenAI on its initial public offering, which could indirectly affect the perception of OpenAI's value.
Jun 10, 2026 · 6 articles
Business
OpenAI: OpenAI, with its ChatGPT, is a significant rival in the AI chatbot market, which Apple Inc. is trying to catch up to with its Siri AI.
Morgan Stanley: Morgan Stanley provided analysis on Apple Inc.'s Siri AI, noting that a significant portion of older iPhones will not support the advanced AI features due to hardware limitations.
May 19, 2026 · 254 articles
International
OpenAI: OpenAI, a US AI leader, may benefit from reduced Chinese competition, but the ban does not directly affect its operations.
Morgan Stanley: Morgan Stanley forecast China's humanoid robot market at $15 billion by 2030, highlighting the industry's growth.
Jul 28, 2026 · 183 articles
Business
OpenAI: PayPal had a potential deal to embed wallet into ChatGPT, but board-exec clash led to delay.
Morgan Stanley: Co-lead bank providing financing; also provided analyst commentary on deal.
Jul 15, 2026 · 96 articles
Business
OpenAI: Microsoft's investment in OpenAI contributed $480 million to Q4 profit and $4.9 billion for the fiscal year, highlighting the partnership's value.
Morgan Stanley: Analyst estimates for Copilot seats were part of the consensus that Microsoft exceeded.
Jul 29, 2026 · 41 articles
Tech
OpenAI: OpenAI is a customer of Gear case.
Morgan Stanley: Morgan Stanley joined Athena as a member, gaining early access to vulnerability intelligence.
Jul 07, 2026 · 7 articles
Tech
OpenAI: OpenAI is expected to deploy the Vera Rubin platform for training multimodal models and serving long-context AI workloads, benefiting from its efficiency and scalability.
Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.
May 31, 2026 · 28 articles
Business
OpenAI: OpenAI is mentioned as a company whose shares Citi is tokenizing, part of its broader digital asset initiatives.
Morgan Stanley: Morgan Stanley applied for a national trust bank charter for crypto custody, indicating growing competition in the space.
Aug 18, 2026 · 24 articles
Tech
OpenAI: OpenAI is mentioned as a competitor in AI model development, but is not directly affected by this event.
Morgan Stanley: Morgan Stanley analysts highlighted 'chipflation' as a macroeconomic concern, providing context on rising chip prices.
Apr 20, 2026 · 32 articles
Business
OpenAI: OpenAI>>> is listed as a rival whose upcoming IPOs might face competition for investor capital due to Alphabet Inc.>>>'s large equity raise.
Morgan Stanley: Morgan Stanley>>> is acting as a joint book-running manager for Alphabet Inc.>>>'s underwritten public offerings.
May 23, 2026 · 103 articles
Tech
OpenAI: OpenAI>>> is mentioned in the context of transforming ChatGPT into a 'Superapp' with new coding tools and AI agents, highlighting the increasing capabilities and autonomy of AI agents across the industry.
Morgan Stanley: Morgan Stanley>>> is mentioned as an example of a major institution that is beginning to provide AI agents with access to proprietary data, illustrating the broader industry trend of AI adoption and the need for robust management frameworks.
Jun 05, 2026 · 6 articles
Business
OpenAI: OpenAI is a potential future IPO and competitor in AI, but not directly involved in this event.
Morgan Stanley: Morgan Stanley reiterated a $300 price target on SpaceX, showing bullish sentiment despite the stock's decline.
Jun 18, 2026 · 319 articles
Business
OpenAI: OpenAI is a competitor in the AI agent market that Meta is targeting with its new products.
Morgan Stanley: Morgan Stanley estimated Big Tech AI spending could exceed $1 trillion next year, providing context for Meta's capex.
Mar 09, 2018 · 56 articles
Business
Morgan Stanley: Morgan Stanley is mentioned as Anthony Armstrong's former employer, where he advised Elon Musk on the acquisition of Block, Inc..
Oct 06, 2025 · 9 articles
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