Broadcom & Morgan Stanley
8 shared events · Importance 3 · Last updated Jul 08, 2026
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Business
Broadcom: Co-designer of TPU chips with Google; vendor-financing agreement with Anthropic for chip supply, benefiting from AI chip demand.
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
Broadcom: Broadcom>>>'s shares rebounded after a previous disappointing forecast, as investors engaged in bargain hunting following a sector-wide selloff.
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
Broadcom: Broadcom>>> is launching its new AI XPV Platform, securing $35 billion in capital from Apollo Global Management>>> and Blackstone Inc.>>> to enable over 20GW in compute capacity for AI labs, accelerating its AI infrastructure buildout.
Morgan Stanley: Morgan Stanley>>> is serving as lead advisor to Broadcom>>> and a Joint Placement Agent on the A2 tranche.
Jun 09, 2026 · 6 articles
Tech
Broadcom: Broadcom is partnering with Meta to design the Iris chip, benefiting from increased collaboration and potential revenue from custom chip design services.
Morgan Stanley: Morgan Stanley analysts highlighted 'chipflation' as a macroeconomic concern, providing context on rising chip prices.
Apr 20, 2026 · 32 articles
Business
Broadcom: Broadcom's shares plunged despite strong profits because its Q3 chip revenue growth forecast failed to meet high market expectations, signaling potential overpricing in the AI 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
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
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
Broadcom: Broadcom will provide new custom chips to Apple in an expanded partnership through 2031, benefiting from AI-related chip demand.
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
Broadcom: Broadcom is mentioned as a company with a market value comparable to SpaceX's projected $1.77 trillion valuation, placing SpaceX among the top valuable companies.
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
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