Morgan Stanley & Oracle Corporation
16 shared events · Importance 9 · Last updated Jun 15, 2026
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Business
Morgan Stanley: Morgan Stanley analysts conducted research indicating that companies in banking, technology, and professional services have reduced staff due to AI, providing data on the broader impact of this trend.
Oracle Corporation: Oracle Corporation laid off thousands of workers, indicating that major tech firms are also undergoing workforce adjustments in the era of AI.
May 19, 2026 · 57 articles
Business
Morgan Stanley: Morgan Stanley provided projections on AI-related global debt issuance and hyperscaler spending.
Oracle Corporation: Oracle Corporation's shares tumbled due to investor concerns over surging capital expenditure and ballooning debt to fund its AI infrastructure buildout, leading to a significant drop in market value and a free cash flow deficit.
Apr 20, 2026 · 15 articles
Business
Morgan Stanley: Morgan Stanley announced a similar infrastructure financing plan, seeking to capitalize on the data center boom.
Oracle Corporation: Oracle Corporation uses Bloom Energy fuel cells for data centers, benefiting from the AI infrastructure boom.
Aug 05, 2026 · 65 articles
Regulatory
Morgan Stanley: Morgan Stanley is also a key financier, and its CFO acknowledged the risks, indicating a more cautious approach to data center financing.
Oracle Corporation: Oracle's data center campus in United States — Michigan faces opposition, but the project is moving ahead. Regulatory changes could impact its timeline.
Jun 30, 2026 · 151 articles
Business
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.
Oracle Corporation: Oracle Corporation's quarterly earnings report will test the strength of the tech trade, with its shares up over 9% this year.
Apr 20, 2026 · 457 articles
Business
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.
Oracle Corporation: Oracle Corporation is mentioned as a cloud provider and competitor in the AI infrastructure space, though its direct involvement in this event is minimal.
Jun 08, 2026 · 12 articles
Business
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
Oracle Corporation: Oracle Corporation fell 3.9% despite better-than-expected profit and revenue, as a new CEO works to turn around the company.
May 20, 2026 · 72 articles
Business
Morgan Stanley: Morgan Stanley was a joint book-running manager for the SpaceX IPO, helping to manage the offering and earning substantial fees.
Oracle Corporation: Oracle Corporation founder Larry Ellison is mentioned as one of the few individuals to have ever been worth $400 billion, providing context for Elon Musk's unprecedented wealth.
Mar 09, 2018 · 538 articles
Business
Morgan Stanley: Morgan Stanley>>> is acting as a joint book-running manager for Alphabet Inc.>>>'s underwritten public offerings.
Oracle Corporation: Oracle Corporation>>> announced plans to raise capital for data center expansion, providing a comparative context for Alphabet Inc.>>>'s fundraising efforts.
May 23, 2026 · 103 articles
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