Amazon (company) & Morgan Stanley
48 shared events · Importance 8 · Last updated Aug 23, 2026
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Business
Amazon (company): Amazon (company) is highlighted as an AI hyperscaler that could see increased investment due to the suggested market rotation, even with significant AI infrastructure spending.
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
Amazon (company): Amazon is raising $25B+ in bonds to fund AI investments, showing confidence in its growth strategy.
Morgan Stanley: Morgan Stanley is a joint book-running manager, gaining underwriting fees and market visibility.
Jul 07, 2026 · 7 articles
Business
Amazon (company): Amazon (company) raised a record 14.5 billion euros in the euro corporate bond market, contributing significantly to the surge in non-U.S. debt issuance by hyperscalers to finance AI infrastructure.
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
Regulatory
Amazon (company): Amazon (company)'s planned $20 billion data center expansion in United States — Pennsylvania is affected by the new executive order, though existing permits may be grandfathered.
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
Amazon (company): Amazon (company) is a customer of Cerebras Systems, and its Amazon Web Services division is collaborating with Cerebras Systems on inference, indicating a growing partnership.
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
Amazon (company): Amazon announced a multibillion-dollar deal with Corning Inc., impacting Corning's stock positively.
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
Amazon (company): Amazon (company) pledged $25 billion to Anthropic in April in exchange for cloud technology usage, making it a major investor and strategic partner. This investment supports Anthropic's growth and valuation.
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
Amazon (company): Amazon (company)'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
Amazon (company): Amazon (company) announced significant layoffs, reflecting the broader trend of job reductions in tech companies amidst AI advancements.
Morgan Stanley: Morgan Stanley analysts conducted research indicating that companies in banking, technology, and professional services have reduced staff due to AI, providing data on the broader impact of this trend.
May 19, 2026 · 57 articles
Business
Amazon (company): Amazon (company) is a 'hyperscaler' actively building AI data centers, contributing to the tech stock surge and benefiting from the AI boom.
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
Amazon (company): Amazon 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
Business
Amazon (company): Amazon is accelerating AI capital expenditures, weighing on cash flows, and is part of the rotation away from Mag 7.
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
International
Amazon (company): Amazon (company) 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
Amazon (company): Amazon (company) is a heavyweight backer of OpenAI and a new partner following the renegotiation of OpenAI's partnership with Microsoft.
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
International
Amazon (company): Amazon (company)'s strong earnings boosted U.S. stocks, but it is not directly related to the currency intervention.
Morgan Stanley: Also reportedly executed the U.S. Treasury's euro sale for yen, contributing to the intervention's implementation.
Jul 30, 2026 · 162 articles
Business
Amazon (company): Amazon (company) is cited among major U.S. hyperscalers with significant AI capex plans, underscoring the global AI investment race.
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
Amazon (company): Amazon is a competitor to Oracle Corporation in the cloud-computing industry and is also engaged in significant infrastructure expansion, securing a large loan for its own funding.
Morgan Stanley: Morgan Stanley provided projections on AI-related global debt issuance and hyperscaler spending.
Apr 20, 2026 · 15 articles
Business
Amazon (company): Amazon (company)>>> founder Jeff Bezos is mentioned as the person Elon Musk>>> surpassed to become the world's richest person in 2021.
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
Amazon (company): Amazon (company) utilizes Marvell Technology's intellectual property for its Trainium chip, but there are some longer-term questions regarding its chip business with a Taiwanese company reportedly vying for more IP content.
Morgan Stanley: Morgan Stanley increased its target price for Marvell Technology stock, reflecting a bullish sentiment on the company's prospects.
May 29, 2026 · 10 articles
Business
Amazon (company): As cloud leader, Amazon faces competition from Microsoft's Azure growth, but its own cloud business remains strong.
Morgan Stanley: Analyst estimates for Copilot seats were part of the consensus that Microsoft exceeded.
Jul 29, 2026 · 41 articles
Business
Amazon (company): Amazon (company) is mentioned as a competitor in the Artificial intelligence space, investing heavily in data centers and chips.
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
Amazon (company): Amazon (company) is one of the four biggest buyers of computing equipment, planning significant capital expenditures for AI data centers, contributing to the demand for memory 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
Amazon (company): Amazon (company) is mentioned as an example of a company embracing intense work environments with AI, but it is not directly involved in this event.
Morgan Stanley: Morgan Stanley is referenced for its prediction that AI could enable second jobs, but it is not directly involved.
Aug 07, 2026 · 6 articles
International
Amazon (company): Amazon (company) may be affected as an online retailer of robot vacuums, but the ban's impact on its sales is uncertain.
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
Amazon (company): Amazon (company) is mentioned as a comparable e-commerce platform in Europe, providing context for Shein's scale.
Morgan Stanley: Morgan Stanley is a joint sponsor of Shein's IPO, benefiting from advisory fees.
Jul 26, 2026 · 65 articles
Business
Amazon (company): Amazon is mentioned as the company founded by Jeff Bezos, who also leads SpaceX competitor Blue Origin.
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
Amazon (company): Amazon, a major AI investor, is set to report earnings soon; its results will be closely watched for further signals on AI spending trends.
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
Amazon (company): Amazon's strong earnings and market value milestone contrast with SpaceX's struggles, but they are not directly related.
Morgan Stanley: Morgan Stanley reiterated a $300 price target on SpaceX, showing bullish sentiment despite the stock's decline.
Jun 18, 2026 · 319 articles
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