Alphabet Inc. & Morgan Stanley
45 shared events · Importance 7 · Last updated Aug 23, 2026
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Business
Alphabet Inc.: Alphabet is identified as an AI hyperscaler that could benefit from the recommended investment rotation, despite having committed billions to AI infrastructure without clear returns yet.
Morgan Stanley: Morgan Stanley issued a note recommending a shift in investment strategy from semiconductor stocks to AI hyperscalers and other sectors, influencing market sentiment and investment flows.
Apr 20, 2026 · 7 articles
Business
Alphabet Inc.: Parent of Google; provides financial guarantees and chips, expected to receive 20% equity in the project, deepening its investment in Anthropic.
Morgan Stanley: Leading the bank group negotiating the $15 billion financing; earns fees and strengthens its position in infrastructure lending.
Jul 30, 2026 · 7 articles
Business
Alphabet Inc.: Alphabet Inc.>>> is raising $80 billion in equity to fund its AI infrastructure expansion, addressing strong demand for its AI solutions that currently exceeds its available supply. This move is expected to significantly increase its capital expenditures.
Morgan Stanley: Morgan Stanley>>> is acting as a joint book-running manager for Alphabet Inc.>>>'s underwritten public offerings.
May 23, 2026 · 103 articles
Business
Alphabet Inc.: Alphabet Inc. is a key issuer of debt in international markets, setting borrowing records in multiple currencies to fund AI infrastructure investments. This strategy helps diversify its funding and hedge currency risk.
Morgan Stanley: Morgan Stanley provided projections on hyperscaler borrowing in euro debt, indicating a significant shift in the landscape of corporate debt markets.
Jun 01, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc. is directly affected as it must raise Pixel prices, potentially reducing sales volume. The company is also investing in software optimization to lower RAM requirements.
Morgan Stanley: Morgan Stanley provided the data on RAM cost increases cited by Alphabet Inc., lending credibility to the explanation.
Jul 25, 2026 · 8 articles
Regulatory
Alphabet Inc.: Alphabet Inc.'s $40 billion investment in United States — Texas data centers is now under scrutiny as the state tightens regulations. The company may face delays or increased costs.
Morgan Stanley: Morgan Stanley is also a key financier, and its CFO acknowledged the risks, indicating a more cautious approach to data center financing.
Jun 30, 2026 · 151 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
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
Alphabet Inc.: Alphabet Inc.'s cloud revenues grew 38% year-on-year, reflecting strong AI demand. The company is a major hyperscaler investing in AI infrastructure.
Morgan Stanley: Morgan Stanley announced a similar infrastructure financing plan, seeking to capitalize on the data center boom.
Aug 05, 2026 · 65 articles
Business
Alphabet Inc.: Joined HBF consortium as a hyperscaler seeking alternatives to HBM, potentially benefiting from improved memory supply.
Morgan Stanley: Sounded all-clear for AI stocks, supporting sector sentiment.
Aug 04, 2026 · 10 articles
Business
Alphabet Inc.: JPMorgan was lead active bookrunner on its $85 billion equity offering.
Morgan Stanley: Reported Q2 M&A data showing 64% year-over-year increase in announcements; forecast $6.4T global M&A in 2026.
Jul 14, 2026 · 13 articles
Business
Alphabet Inc.: Alphabet is referenced as having a larger primary follow-on offering this year, providing context for Alibaba's deal size.
Morgan Stanley: Morgan Stanley, as a joint bookrunner, benefits from the transaction's fees and enhances its reputation in large equity offerings.
Aug 23, 2026 · 21 articles
Business
Alphabet Inc.: Alphabet Inc. announced plans to raise up to $80 billion for AI infrastructure expansion, indicating significant investment in the sector.
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
Alphabet Inc.: Alphabet is perceived as an AI winner and is among the Mag 7 stocks in the green, but still faces skepticism over AI spending.
Morgan Stanley: Morgan Stanley's US equity strategy team, led by Mike Wilson, noted momentum in chip stocks may be fading as investors shift back to laggards.
Jul 07, 2026 · 13 articles
Business
Alphabet Inc.: Alphabet is a major cloud provider increasing AI infrastructure spending, indirectly driving demand for Intel's chips and contributing to the market context.
Morgan Stanley: Morgan Stanley is a joint book-running manager, earning underwriting fees and strengthening its capital markets franchise.
Aug 10, 2026 · 14 articles
International
Alphabet Inc.: Alphabet Inc. (Google) has made significant data center investment commitments in India, reflecting growing confidence in India's economic ecosystem and contributing to the expanding investment flows between the two countries.
Morgan Stanley: Morgan Stanley's Chairman and CEO, Ted Pick, met with Piyush Goyal to discuss strengthening long-term investments and institutional partnerships in India, exploring opportunities across various sectors.
May 21, 2026 · 109 articles
Business
Alphabet Inc.: Alphabet recently raised $85B in equity, highlighting the industry trend of tapping capital markets for AI spending.
Morgan Stanley: Morgan Stanley is a joint book-running manager, gaining underwriting fees and market visibility.
Jul 07, 2026 · 7 articles
Business
Alphabet Inc.: Competitor in AI; Anthropic has gained ground on it this year, potentially affecting Alphabet Inc.'s AI market position.
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
Alphabet Inc.: Alphabet Inc.'s Gemini AI model is being used to power some of Apple Inc.'s new Apple Intelligence features, indicating a significant partnership in the AI space.
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
Business
Alphabet Inc.: Alphabet Inc.>>> is looking to raise equity to fund its AI infrastructure investments, indicating broader market activity in AI funding, though not directly involved in OpenAI>>>'s IPO.
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
Alphabet Inc.: Alphabet Inc., a subsidiary of Alphabet Inc., entered into a cloud services agreement with SpaceX, involving its Gemini AI model, which adds to SpaceX's revenue projections.
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
Alphabet Inc.: Alphabet Inc. is mentioned as a cloud provider and competitor in the AI infrastructure space, though its direct involvement in this event is minimal.
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
Alphabet Inc.: Competitor in digital payments; part of competitive pressure on PayPal.
Morgan Stanley: Co-lead bank providing financing; also provided analyst commentary on deal.
Jul 15, 2026 · 96 articles
Business
Alphabet Inc.: Google Cloud's strong quarter and increased capex highlight competitive pressure, but Microsoft's results show it remains competitive.
Morgan Stanley: Analyst estimates for Copilot seats were part of the consensus that Microsoft exceeded.
Jul 29, 2026 · 41 articles
Business
Alphabet Inc.: Alphabet Inc. is reportedly backstopping the debt for TeraWulf's $3 billion financing package, supporting its expansion into AI infrastructure.
Morgan Stanley: Morgan Stanley arranged a $3 billion financing package for TeraWulf's data center expansion strategy.
May 26, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet's Alphabet Inc. — Waymo leads in commercial autonomous miles, underscoring Tesla's slower progress in robotaxis, which may benefit Alphabet's competitive position.
Morgan Stanley: Morgan Stanley analysts commented on the need for Tesla's spending to strengthen its physical AI moat, reflecting analyst focus on the company's strategy.
Jul 07, 2026 · 36 articles
Business
Alphabet Inc.: Alphabet signed a cloud services deal with SpaceX to rent AI compute capacity, providing revenue for SpaceX and supporting its AI business.
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
Alphabet Inc.: SpaceX has a multi-year cloud services agreement with Alphabet Inc.'s Google, providing computing capacity and generating revenue.
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
Alphabet Inc.: Alphabet reported negative free cash flow for the first time, contrasting with Apple's performance.
Morgan Stanley: Morgan Stanley analysts commented on Apple's inelastic demand and price increases.
Jul 29, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet's recent earnings also showed cash flow strain from AI spending, setting a precedent that amplified market reaction to Meta's report.
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
Alphabet Inc.: Alphabet's stock decline due to AI talent departures and regulatory overhang negatively impacted the broader software sector, though JFrog recovered.
Morgan Stanley: Morgan Stanley raised its price target for JFrog following the company's Q1 earnings.
Jun 08, 2026 · 6 articles
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