Apple Inc. & Morgan Stanley
21 shared events · Importance 4 · Last updated Aug 11, 2026
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Business
Apple Inc.: Apple Inc. remains Berkshire Hathaway's largest holding, despite some selling by Warren Buffett. Its new Apple Intelligence suite and AI-powered devices position it as a major gateway for AI to consumers, contributing to its strong market performance.
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
Apple Inc.: Apple Inc.>>> shares eased after unveiling AI upgrades to Siri, suggesting a 'sell-on-the-news' response from investors who may have expected more significant announcements.
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
Apple Inc.: Apple Inc. launched its new Siri AI and Apple Intelligence, aiming to catch up with rivals in the AI race and enhance its ecosystem with advanced features while emphasizing privacy. This move is crucial for its future market position.
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
Apple Inc.: Apple is part of the Mag 7 but its performance is mixed; it expanded its partnership with Broadcom for custom chips through 2031.
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
Apple Inc.: Apple has raised prices across its product lineup since June, with Tim Cook calling increases unavoidable, and is expected to hike iPhone prices in September.
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
Business
Apple Inc.: Apple reportedly held talks to source chips from two Chinese suppliers, raising competitive and pricing fears for Korean chipmakers.
Morgan Stanley: Morgan Stanley published a supply chain report highlighting surging demand for AMD's next-gen chips, sparking bullish analyst calls.
Jul 06, 2026 · 6 articles
Business
Apple Inc.: Apple is the central entity; its pricing strategy and sales growth drive the event. The company benefits from not joining the AI investment cycle, reclaiming the most valuable company title.
Morgan Stanley: Morgan Stanley analysts commented on Apple's inelastic demand and price increases.
Jul 29, 2026 · 6 articles
Business
Apple Inc.: Major competitor; surpassed PayPal in US market share, contributing to PayPal's decline.
Morgan Stanley: Co-lead bank providing financing; also provided analyst commentary on deal.
Jul 15, 2026 · 96 articles
Tech
Apple Inc.: Apple Inc. is a competitor in the PC market, and Nvidia's new AI superchip for PCs will rival Apple's offerings, potentially affecting Apple's competitive landscape in the AI PC segment.
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
Tech
Apple Inc.: Apple is mentioned as a company that has raised prices due to memory chip shortages, but is not directly involved in 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
Apple Inc.: Apple Inc. is part of the 'Magnificent Seven' companies that dominate the S&P 500 due to years of earnings dominance, contrasting with the unprofitable IPOs.
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
Apple Inc.: Apple is mentioned in a promotional context in one article, not directly related to Tesla's event.
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
Apple Inc.: Apple, which has largely stayed out of the AI investment frenzy, reports earnings soon and may benefit from a more cautious approach.
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
Apple Inc.: Apple Inc. is mentioned as a past customer of memory chips, highlighting the shift from commodity memory to specialized HBM for AI.
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
Morgan Stanley: Morgan Stanley acted as a joint book-running manager for SpaceX's IPO, playing a key role in the record-breaking public offering.
May 29, 2026 · 321 articles
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