Intel & Morgan Stanley
17 shared events · Importance 4 · Last updated Aug 23, 2026
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Business
Intel: Intel is the issuer of the $15 billion stock offering, using proceeds to fund AI and manufacturing expansion. The offering may dilute shares but strengthens its balance sheet for growth.
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
Intel: Intel's shares gained, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
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
Intel: Intel is mentioned as having a larger primary follow-on offering this year, serving as a benchmark for Alibaba's deal.
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
Intel: Intel has seen its share price more than double due to red-hot demand for its chips 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
Intel: MacOS Golden Gate marks Apple's complete transition away from Intel processors, indicating a diminishing role for Intel in Apple's hardware ecosystem.
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
Tech
Intel: Intel is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival Intel's offerings, potentially impacting Intel's market share.
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
Business
Intel: Intel is part of the Lightwell ecosystem, supporting security fix distribution.
Morgan Stanley: Morgan Stanley benefits from Lightwell's automated remediation.
Aug 04, 2026 · 8 articles
International
Intel: Intel raised $20 billion in a stock sale, unrelated to the war but affected by market conditions.
Morgan Stanley: Morgan Stanley noted low diesel and jet fuel stocks, highlighting supply concerns.
Apr 08, 2026 · 416 articles
Business
Intel: Intel is mentioned as a company that needs critical technology, but it is not a direct holding of Berkshire Hathaway in this context.
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
Intel: Nvidia took a $5 billion stake in Intel last year, indicating Nvidia's investment strategy within the chipmaking industry.
Morgan Stanley: Morgan Stanley is one of the banks managing Nvidia's bond offering.
Jun 15, 2026 · 6 articles
Business
Intel: Intel is referenced in a general context of critical technology providers, but not directly involved in Palantir' event.
Morgan Stanley: Morgan Stanley analyst Sanjit Singh called Palantir the emerging standard in enterprise AI, highlighting its competitive advantage.
May 28, 2026 · 45 articles
Business
Intel: Intel is mentioned as a company that needs the critical technology provided by an 'Indispensable Monopoly', indirectly highlighting the competitive landscape in the semiconductor industry.
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
Intel: Intel is mentioned in the context of the 'Indispensable Monopoly' report, suggesting its need for critical technology in the AI space.
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
Intel: SpaceX is planning a Terafab facility, a chip manufacturing initiative with Tesla, Inc. and Intel, aiming to extend vertical integration to chip design and manufacturing.
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
Business
Intel: Intel is a holding of SoftBank Group that has seen strong share-price gains, contributing to SoftBank Group's overall valuation.
Morgan Stanley: Morgan Stanley is reportedly working with OpenAI on its initial public offering, which could indirectly affect the perception of OpenAI's value.
Jun 10, 2026 · 6 articles
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