Morgan Stanley & Samsung Electronics
12 shared events · Importance 4 · Last updated Aug 06, 2026
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Business
Morgan Stanley: Morgan Stanley's strategist, Michael Wilson, offered an optimistic outlook on the market, suggesting the recent correction was healthy.
Samsung Electronics: Samsung Electronics shares soared after its union suspended industrial action following a tentative pay agreement, averting a major strike. This positive development contributed to the rally in South Korean markets and global chip supply confidence.
May 20, 2026 · 72 articles
International
Morgan Stanley: Also reportedly executed the U.S. Treasury's euro sale for yen, contributing to the intervention's implementation.
Samsung Electronics: Shares fell on Monday after a sharp rally on Friday, reflecting market volatility but not directly related to the intervention.
Jul 30, 2026 · 162 articles
Business
Morgan Stanley: Morgan Stanley provided the data on RAM cost increases cited by Alphabet Inc., lending credibility to the explanation.
Samsung Electronics: Samsung Electronics set a precedent by raising Galaxy S26 prices earlier this year, contributing to the industry trend.
Jul 25, 2026 · 8 articles
Business
Morgan Stanley: Morgan Stanley provided estimates on big tech's spending on data centers, highlighting the significant investment in AI infrastructure.
Samsung Electronics: Samsung Electronics is a major chipmaker that has seen its value double, contributing significantly to the KOSPI stock index's rise due to AI demand.
Jun 05, 2026 · 13 articles
Business
Morgan Stanley: Morgan Stanley provided an analysis on the increased MLCC content in Nvidia's new server racks, offering insights into the market trend.
Samsung Electronics: Samsung Electronics, as the world's second-largest producer of high-end MLCCs, is directly benefiting from increased demand and rising prices, leading to higher potential earnings.
Jun 02, 2026 · 6 articles
Tech
Morgan Stanley: Morgan Stanley analysts highlighted 'chipflation' as a macroeconomic concern, providing context on rising chip prices.
Samsung Electronics: Samsung has secured a long-term supply agreement with Meta for memory chips, boosting its revenue stability in the memory market.
Apr 20, 2026 · 32 articles
Tech
Morgan Stanley: Morgan Stanley provided estimates on the increasing cost share of memory in AI platforms, highlighting the growing financial significance of HBM.
Samsung Electronics: Samsung Electronics is a key supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a significant share of orders and recovering its position in the HBM market.
May 31, 2026 · 28 articles
Business
Morgan Stanley: Morgan Stanley provided a forecast for global data center construction costs, indicating the massive investment expected in AI infrastructure.
Samsung Electronics: Samsung Electronics, another major memory chip producer, saw its stock rise due to the increased demand for memory chips in the AI market, joining the trillion-dollar valuation club.
May 19, 2026 · 104 articles
Business
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.
Samsung Electronics: Samsung's quarterly profit surged 19-fold, prompting investors to cash out of a near-150% rally, reflecting AI-fueled growth in memory chips.
Jul 07, 2026 · 13 articles
Business
Morgan Stanley: Co-lead bank providing financing; also provided analyst commentary on deal.
Samsung Electronics: Minor competitor in mobile payments.
Jul 15, 2026 · 96 articles
Business
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.
Samsung Electronics: Samsung Electronics is a competitor in the AI space with its Galaxy AI, which Apple Inc. is looking to catch up with through its Siri overhaul.
May 19, 2026 · 254 articles
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