Bank of America & Morgan Stanley
55 shared events · Importance 6 · Last updated Aug 23, 2026
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Business
Bank of America: Bank of America is the initiator and primary actor, committing $250 billion to infrastructure financing. This enhances its role in U.S. infrastructure development and could strengthen its financial performance and reputation.
Morgan Stanley: Morgan Stanley is mentioned as having announced a similar $1.5 trillion infrastructure financing plan, positioning it as a competitor in this space.
Aug 11, 2026 · 25 articles
Business
Bank of America: Q2 profit rose 27% to $9.1B; shares lost 1.3% in early trading.
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
Bank of America: BofA Securities, a subsidiary of Bank of America, is acting as a joint bookrunning manager for Eric Rock's IPO.
Morgan Stanley: Morgan Stanley is acting as a joint lead bookrunning manager for Eric Rock's IPO, facilitating the offering and distribution of shares.
Jun 01, 2026 · 7 articles
Business
Bank of America: Bank of America, through its BofA Securities division, acted as a joint book-runner for the offering, supporting Corporacion Inmobiliaria Vesta's capital raise.
Morgan Stanley: Morgan Stanley acted as a joint global coordinator for the offering, playing a key role in the successful execution of Corporacion Inmobiliaria Vesta's capital raise.
May 18, 2026 · 7 articles
Regulatory
Bank of America: Bank of America disclosed a total position of 13.19% in Hugo Boss, with Merrill Lynch International holding a large share, reflecting its trading and hedging activities.
Morgan Stanley: Morgan Stanley disclosed an increase in its total position in Hugo Boss to 5.67%, primarily through instruments; this is a routine regulatory filing.
Jul 27, 2026 · 22 articles
Regulatory
Bank of America: Bank of America is a major lender to AI companies and is scrutinizing community support as part of its due diligence, which may slow some projects.
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
Bank of America: Part of the big bank index that has outperformed; benefits from AI-related IPO and lending activity.
Morgan Stanley: Collected roughly $100 million in fees from SpaceX IPO; shares fell on OpenAI IPO delay news.
Jul 28, 2026 · 6 articles
Business
Bank of America: BofA Securities acted as a bookrunner for the public offering of Hammond Power Solutions's Class A common stock, assisting in the offering process.
Morgan Stanley: Morgan Stanley acted as a joint lead book-running manager for the public offering of Hammond Power Solutions's Class A common stock, contributing to the successful execution of the offering.
May 26, 2026 · 8 articles
Business
Bank of America: Bank of America raised its price target for JFrog, further validating the company's positive re-rating in the market.
Morgan Stanley: Morgan Stanley raised its price target for JFrog following the company's Q1 earnings.
Jun 08, 2026 · 6 articles
Business
Bank of America: BofA Securities, a subsidiary of Bank of America, is acting as a joint-book running manager for Quantinuum's IPO.
Morgan Stanley: Morgan Stanley acted as a joint lead active book-running manager for Quantinuum's IPO, playing a key role in the offering and receiving underwriting compensation.
May 26, 2026 · 76 articles
Business
Bank of America: Bank of America raised its price target for AMD.
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
Bank of America: Bank of America is one of the banks that provided the initial bridge financing to SpaceX and is expected to manage the bond offering.
Morgan Stanley: Morgan Stanley provided bridge financing to SpaceX and is expected to be one of the banks running the bond deal.
Jun 18, 2026 · 8 articles
Business
Bank of America: Bank of America is an early adopter of Project Lightwell, collaborating with IBM and OpenShift to provide real-world insights that will shape the project's vulnerability identification and remediation processes.
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
Bank of America: Bank of America pledged $250 billion for U.S. infrastructure financing, capitalizing on the data center buildout.
Morgan Stanley: Morgan Stanley announced a similar infrastructure financing plan, seeking to capitalize on the data center boom.
Aug 05, 2026 · 65 articles
Business
Bank of America: BofA Securities acted as a joint lead book-running manager for the offering.
Morgan Stanley: Morgan Stanley & Co. LLC acted as a bookrunner for the offering.
Apr 06, 2026 · 8 articles
Business
Bank of America: Bank of America acted as a joint book-running manager for the offering, facilitating the transaction for Flow Capital Corporation
Morgan Stanley: Morgan Stanley & Co. LLC acted as a joint lead manager for the offering.
Jun 02, 2026 · 8 articles
Business
Bank of America: SMBC Nikko is an additional bookrunner, participating in the underwriting.
Morgan Stanley: Morgan Stanley is a joint book-running manager, earning underwriting fees.
Jul 06, 2026 · 10 articles
Business
Bank of America: BofA Securities is a joint bookrunner, earning fees from the offering.
Morgan Stanley: Morgan Stanley is a global coordinator and joint bookrunner, earning underwriting fees and enhancing its IPO franchise.
Jul 20, 2026 · 6 articles
Regulatory
Bank of America: Bank of America filed multiple notifications, initially crossing above 5% and later dropping below 5% on 20 July 2026. These filings indicate active management of its HelloFresh position.
Morgan Stanley: Morgan Stanley reported a decrease in its total position from 5.25% to 4.81% on 14 July 2026, citing exercise of instruments. This reflects a reduction in its exposure to HelloFresh.
Jul 08, 2026 · 20 articles
Business
Bank of America: Bank of America is one of the lead bookrunners for SpaceX's IPO.
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
Bank of America: Bank of America's co-head of Global M&A, Ivan Farman, provided insights into the preference for larger deals and the premium on scale.
Morgan Stanley: Morgan Stanley's head of M&A for EMEA, Jan Weber, expressed bullish sentiment about accelerating M&A momentum and a growing pipeline of deals.
Apr 20, 2026 · 14 articles
Business
Bank of America: Bank of America participated as a syndicate bank in the credit facility, earning fees and strengthening its relationship with Nscale.
Morgan Stanley: Morgan Stanley participated as a syndicate bank in the credit facility, earning fees and strengthening its relationship with Nscale.
Jul 07, 2026 · 8 articles
Business
Bank of America: Bank of America loses a four-advisor team and $1.3 billion in client assets to UBS, potentially impacting its private banking presence in Tampa.
Morgan Stanley: Morgan Stanley is a former employer of Flatt, not directly impacted.
Jul 27, 2026 · 6 articles
Regulatory
Bank of America: Bank of America crossed a threshold on July 1, 2026, increasing its total position to 5.89% through a combination of shares and instruments.
Morgan Stanley: Morgan Stanley filed two notifications: on June 24, 2026 (4.9%) and July 7, 2026 (4.72%), showing a slight decrease in total position.
Jun 30, 2026 · 20 articles
Business
Bank of America: BofA Securities, a subsidiary of Bank of America, is acting as a joint bookrunner for Investment Technology Group's IPO.
Morgan Stanley: Morgan Stanley is acting as a joint bookrunner and representative of the underwriters for Investment Technology Group's IPO.
Jun 30, 2026 · 6 articles
Business
Bank of America: Bank of America was one of the lead underwriters for SpaceX's IPO, benefiting from its role in facilitating the massive offering.
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
Bank of America: Bank of America reported on the doubling of non-dollar issuance by hyperscalers, providing data that underscores the trend of diversifying bond funding.
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
Bank of America: BofA expects RBI to hold rates in August, emphasizing inflation management over near-term growth.
Morgan Stanley: Morgan Stanley's economist warned that firms may defer capex if demand visibility weakens, highlighting investment uncertainty.
Jul 09, 2026 · 49 articles
Business
Bank of America: Bank of America is expanding its Regional Investment Banking business with nine senior hires, reinforcing its commitment to middle market clients and strengthening its platform.
Morgan Stanley: Joe Park began his investment banking career at Morgan Stanley.
Jul 13, 2026 · 6 articles
Business
Bank of America: Provided $4.5B bridge financing to Vertex for the acquisition.
Morgan Stanley: Provided $4.5B bridge financing to Vertex for the acquisition.
Jul 06, 2026 · 34 articles
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