Microsoft & Morgan Stanley
39 shared events · Importance 6 · Last updated Aug 23, 2026
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Business
Microsoft: Microsoft>>> is a significant backer of OpenAI>>>, having invested billions and amended their partnership to allow OpenAI>>>'s transition to a for-profit structure, potentially benefiting from the IPO.
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
Business
Microsoft: Microsoft'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
International
Microsoft: Microsoft's stock soared to its best day in nearly 18 years on signals that its AI investments are yielding higher profits.
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
Microsoft: Microsoft is a 'hyperscaler' focusing on building AI data centers, benefiting from the AI boom and contributing to the tech stock rally.
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
Microsoft: Microsoft is down 20% in 2026, with June its worst month since 2000, due to concerns over aggressive AI spending and vulnerability as a software maker. It plans to eliminate 3,200 Xbox jobs and divest four studios.
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
Tech
Microsoft: As a leading technology company, Microsoft>>> is at the forefront of developing and implementing AI agents, and its CEO's statements on managing these agents set a precedent for the industry. Microsoft>>> is also developing tools like Agent 365, Entra, and Purview to address these challenges internally and for its customers.
Morgan Stanley: Morgan Stanley>>> is mentioned as an example of a major institution that is beginning to provide AI agents with access to proprietary data, illustrating the broader industry trend of AI adoption and the need for robust management frameworks.
Jun 05, 2026 · 6 articles
Business
Microsoft: Microsoft is collaborating with Nscale on data centers in Portugal and Norway, leveraging Nscale's infrastructure for AI workloads.
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
Microsoft: Microsoft 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
International
Microsoft: Microsoft has committed USD 17.5 billion to expand its cloud infrastructure in India, indicating strong investment interest in the country's digital sector.
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
Microsoft: Microsoft's stock was down, indicating some pressure on major technology companies within the software sector.
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
Microsoft: Central company; reported strong earnings, record market cap gain, and confirmed Copilot super app. Positive outlook with strong Azure growth and AI monetization.
Morgan Stanley: Analyst estimates for Copilot seats were part of the consensus that Microsoft exceeded.
Jul 29, 2026 · 41 articles
Business
Microsoft: Microsoft is cited among major U.S. hyperscalers expected to spend heavily on AI capex, highlighting the competitive landscape.
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
Microsoft: Microsoft is a competitor to Oracle Corporation in the cloud-computing industry, with its own AI cloud offerings and spending plans.
Morgan Stanley: Morgan Stanley provided projections on AI-related global debt issuance and hyperscaler spending.
Apr 20, 2026 · 15 articles
Business
Microsoft: Microsoft is among Big Tech firms expected to spend heavily on AI, though not directly involved in this bond sale.
Morgan Stanley: Morgan Stanley is a joint book-running manager, gaining underwriting fees and market visibility.
Jul 07, 2026 · 7 articles
Business
Microsoft: Microsoft is mentioned as a cloud provider and competitor in the AI infrastructure space, though its direct involvement in this event is minimal.
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
Microsoft: Microsoft is a key rival in the AI race, with Apple Inc. seeking to close the gap in AI capabilities, particularly concerning 'agentic' AI.
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
Microsoft: Microsoft is a key customer with a long-term contract for AI computing infrastructure; Nebius recently delivered a capacity tranche to Microsoft.
Morgan Stanley: Morgan Stanley acted as a Senior Lead Arranger.
Jul 17, 2026 · 10 articles
Business
Microsoft: Microsoft has been helped by Marvell Technology in developing its new Maia chip, showcasing Marvell Technology's role in supporting major tech companies' AI initiatives.
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
Microsoft: Microsoft collaborates with IBM and OpenShift on Lightwell, integrating fixes into its cloud and tools.
Morgan Stanley: Morgan Stanley benefits from Lightwell's automated remediation.
Aug 04, 2026 · 8 articles
Business
Microsoft: SpaceX's market capitalization is nearing that of Microsoft, indicating its rapid ascent in market value following the IPO.
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
Tech
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
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
Domestic
Microsoft: Microsoft is represented by its executive Asha Sharma, highlighting the tech sector's role in the review.
Morgan Stanley: Kevin Warsh's background as a former Morgan Stanley executive is mentioned as part of his resume, providing context to his professional experience.
Apr 20, 2026 · 71 articles
Business
Microsoft: Microsoft is mentioned as a competitor in the Artificial intelligence space, also facing capacity shortfalls.
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
Microsoft: Microsoft beat earnings expectations, contrasting with Meta's miss, and its strong cloud and AI results helped alleviate some investor concerns about AI investment payoffs.
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
Microsoft: Microsoft 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
Microsoft: Microsoft's stock slip, alongside Alphabet, contributed to a general downturn in software indices, but JFrog's specific news helped it rebound.
Morgan Stanley: Morgan Stanley raised its price target for JFrog following the company's Q1 earnings.
Jun 08, 2026 · 6 articles
Business
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
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
Microsoft: Microsoft is mentioned in the context of 'tokenmaxxing' and AI usage, but it is not directly involved.
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
Business
Microsoft: Microsoft is a major AI spender, and its earnings performance influences investor sentiment on AI stocks.
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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