Alphabet Inc. & Morgan Stanley
16 shared events · Importance 6 · Last updated Jul 06, 2026
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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.: Alphabet Inc. has also been a significant issuer of multi-currency bonds, setting borrowing records in yen, Canada — Canadian dollar, Switzerland — Swiss franc, and sterling, and issued the first 100-year tech bond since 1997 to fund its AI investments.
Morgan Stanley: Morgan Stanley, through its executives Teddy Hodgson and Cody Gunsch, has been actively involved in advising and structuring these large debt deals for hyperscalers and data center operators, highlighting the bank's role in the booming AI debt market.
Apr 20, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc., an existing shareholder of Reliance Industries — Jio, agreed to dilute about 8% of its holdings on a pro-rata basis to help Jio meet public float requirements.
Morgan Stanley: Morgan Stanley was one of the first investment banks brought into Project Jupiter to advise on Reliance Industries — Jio' IPO.
Jun 30, 2026 · 6 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
Business
Alphabet Inc.: Alphabet Inc. is mentioned as a hyperscaler that uses Broadcom as a design partner for its custom chips.
Morgan Stanley: Morgan Stanley provided a forecast for global data center construction costs, indicating the massive investment expected in AI infrastructure.
May 19, 2026 · 104 articles
Business
Alphabet Inc.: Xai has made large deals with Alphabet Inc. to sell excess compute infrastructure.
Morgan Stanley: Morgan Stanley is one of the underwriters for SpaceX's IPO and provided revenue projections for the company.
Jun 23, 2026 · 23 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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