Morgan Stanley

Tesla will host an invitation-only Cybercab event in Austin, Texas on September 3, 2026, showcasing a fully autonomous two-seater with no steering wheel or pedals. The event follows pilot production at Gigafactory Texas and over 380,000 unsupervised miles from its Austin Robotaxi service. Tesla shares rose 5.5% on Monday, capping an 18% August gain, though the stock remains down 18% year-to-date. The company faces competition from Waymo and regulatory hurdles, but recently gained approval for a limited robotaxi rollout in Nevada.

20 reports · 12 sources · Updated Sep 5, 02:01 PM UTC

SB Energy, a SoftBank-majority-owned AI infrastructure firm, filed for an IPO on Nasdaq under ticker SBE, seeking to raise $5-7 billion. The filing revealed OpenAI received stock warrants valued at $5.5 billion and invested $500 million, while Nvidia committed $3 billion. SB Energy holds a $439 billion contracted backlog and 8.8 gigawatts of data-center capacity, but has no operational data centers and reported a $3.2 billion net loss in H1 2026.

9 reports · 5 sources · Updated Sep 2, 02:59 PM UTC

Anthropic, the AI company behind Claude, is taking early steps toward an IPO, with CFO Krishna Rao leading preliminary investor meetings focused on its technology and market position, but not specific financials. The company confidentially filed with the SEC in June 2026 and recently closed a funding round at a $965 billion valuation. Some investors project a $2 trillion+ IPO valuation, citing annualized revenue potentially reaching $100–$120 billion. Risks include higher pricing than OpenAI, U.S. export controls, and DoD litigation.

26 reports · 7 sources · Updated Aug 26, 09:19 PM UTC

Chinese humanoid-robot maker Unitree Robotics unveiled a high-speed robot named 'Superman' on August 17, 2026, claiming a top speed of 12.66 m/s, surpassing Usain Bolt's peak. Days later, its IPO on Shanghai's STAR Market raised 6.1 billion yuan ($905 million), with shares surging 542% on debut. The company, backed by Tencent and Alibaba, reported 2025 revenue of 1.7 billion yuan. The Superman robot, built in three months, can jump 2 meters. IPO proceeds will fund AI and factory expansion.

11 reports · 5 sources · Updated Aug 20, 09:30 AM UTC

Nvidia has partnered with major Wall Street firms including Apollo Global, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to raise $500 billion for AI infrastructure, covering chips, data centers, and power generation. The initiative, potentially announced as early as Monday, aims to provide financing for Nvidia’s customers and accelerate AI development. The deal highlights growing private capital involvement in AI and signals strong investor confidence, though Nvidia shares dipped amid concerns over investment returns.

28 reports · 7 sources · Updated Aug 21, 10:37 PM UTC

Intel announced a $15 billion share sale on August 10, 2026, later upsized to $20 billion, to fund expansion of its chip contract manufacturing business and capitalize on AI-driven demand. The offering, priced at $95 per share, was managed by major banks. Despite a stock surge this year, shares fell over 3% on dilution concerns. The move underscores Intel’s strategy to challenge TSMC and boost capital expenditure to $20 billion.

17 reports · 5 sources · Updated Aug 13, 04:33 PM UTC

Cisco Systems reported fiscal Q4 2026 earnings that beat analyst estimates, with revenue of $17.25 billion (up 18% YoY) and adjusted EPS of $1.22. AI infrastructure orders from hyperscalers surged to $9.3 billion for the fiscal year. However, shares dropped 7% due to gross margin compression to 66.3%, attributed to a shift toward lower-margin AI hardware. Despite this, multiple analysts raised price targets, citing robust guidance for fiscal 2027 revenue of $72.2-$73.4 billion and continued AI momentum.

5 reports · 2 sources · Updated Aug 13, 02:31 PM UTC

On August 12, 2026, Bank of America launched a $250 billion Critical Infrastructure Finance Initiative to fund U.S. digital, energy, and core infrastructure projects over 18 months. The program targets data centers, semiconductor facilities, power generation, transportation, and water systems, aiming to boost economic growth and create tens of thousands of jobs. The bank will provide lending, investments, and advisory services, following similar large-scale commitments by Morgan Stanley and JPMorgan Chase.

8 reports · 2 sources · Updated Aug 12, 01:40 PM UTC

Intel announced a $15 billion stock offering on August 10, 2026, to fund AI chip growth, capital expenditures, and working capital. The offering was later upsized to $20 billion after institutional orders exceeded $100 billion, with major backers including the U.S. government, Nvidia, and SoftBank. Intel's stock initially fell 5% on dilution concerns but remains up 175% year-to-date. The company secured Tesla as a foundry customer and raised its 2026 capital spending target to $20 billion.

17 reports · 2 sources · Updated Aug 18, 07:33 PM UTC

Anthropic, the AI company behind Claude, signed a $9.1 billion, 20-year data center lease with bitcoin miner Riot Platforms at its Rockdale, Texas campus, securing 191 megawatts of computing capacity. The deal, with potential extensions up to $16.1 billion, marks Riot’s pivot from crypto mining to AI infrastructure. Capacity will be delivered by 2028, with Morgan Stanley providing $573 million in interim financing. Riot’s stock surged over 25% on the news.

24 reports · 3 sources · Updated Aug 16, 10:50 AM UTC

On August 6, 2026, SpaceX experienced its largest share lockup expiration, releasing 911.5 million shares worth ~$100 billion for trading, more than doubling the public float. Despite fears of a price crash, the stock surged 21% the following week, driven by strong Q2 earnings (revenue up 92% YoY, AI revenue up 247%) and bullish analyst notes. The company mitigated the supply shock by securing accelerated inclusion in major indexes, forcing passive funds to buy shares. However, concerns remain over heavy AI spending ($15.8 billion in Q2) and slowing Starlink growth.

10 reports · 3 sources · Updated Aug 19, 05:11 AM UTC

US Treasury Secretary Scott Bessent has joined Japanese authorities in a rare coordinated effort to strengthen the yen, reportedly proposing a $5-10 billion US purchase of Japanese yen. This marks the first joint US-Japan currency intervention since 2011, aimed at reversing months of yen depreciation that has given Japan a trade advantage. The move signals a major shift in US foreign exchange policy and has already impacted currency and bond markets.

57 reports · 10 sources · Updated Aug 14, 12:00 PM UTC

Jeff Bezos filed plans to sell 15 million Amazon shares worth about $4.1 billion after the stock hit an all-time high, pushing Amazon’s market value above $3 trillion. The sale, under a prearranged trading plan, followed strong Q2 earnings driven by cloud-computing growth and AI investments. Amazon shares fell over 2% on the news. Bezos also donated 220,200 shares to nonprofits in May and has separately raised $10 billion for Blue Origin.

9 reports · 2 sources · Updated Aug 9, 02:07 PM UTC

SpaceX reported its first quarterly earnings as a public company on August 4, 2026, with Q2 revenue surging 92% to $7.8 billion, driven by Starlink and AI businesses. However, shares fell over 8% after hours as capital expenditures hit $18.4 billion—far above expectations—with 86% going to AI infrastructure. Despite narrowing losses and CEO Elon Musk’s forecast of $1 trillion revenue by 2030, investor concerns over profitability and an upcoming insider lockup expiration weighed on the stock.

46 reports · 8 sources · Updated Aug 12, 07:23 PM UTC

AMD reported Q2 2026 revenue of $11.54 billion (up 50% YoY) and data center sales doubling to $6.7 billion, beating analyst estimates. Despite strong results, shares fell 6-9% in after-hours trading due to elevated investor expectations, flat gross margin guidance, rising capital expenditures, and Elon Musk’s announcement that SpaceX will exclusively use Nvidia chips. AMD guided Q3 revenue around $13 billion and announced its Helios AI system shipments to major customers.

6 reports · 2 sources · Updated Aug 7, 11:03 AM UTC

Fast-fashion retailer Shein posted a $99 million net loss in Q1 2026, reversing a $395 million profit from a year earlier, driven by U.S. tariff changes eliminating the de minimis duty exemption and EU import fees. U.S. revenue fell 14.3%. Shein received Chinese regulatory approval for a Hong Kong IPO, targeting a $30-50 billion valuation—down from $98 billion in 2022. The company is offering $1.1 billion in payouts to earlier investors. Goldman Sachs, Morgan Stanley, and JPMorgan are sponsors.

8 reports · 2 sources · Updated Aug 4, 12:57 PM UTC

Jersey Mike's, the New Jersey-based sub sandwich chain, raised $1 billion in its IPO, pricing shares at $23 on the NYSE under ticker JMKE, achieving a $7.3 billion valuation—below the $8 billion Blackstone paid for majority control in 2024. The chain operates over 3,300 locations in the U.S. and Canada, with $4.3 billion in system sales. Despite strong demand and being the largest U.S. consumer listing of the year, the IPO faced a Nasdaq correction and Fed turmoil.

15 reports · 2 sources · Updated Aug 2, 02:14 PM UTC

Sustainable womenswear retailer Reformation debuted on the New York Stock Exchange on July 30, 2026, under ticker REF, pricing its IPO at $15 per share and raising $210.9 million. The Permira-backed company operates 70 stores in the US, UK, Canada, and France, with e-commerce reaching over 150 countries. Despite reporting $507.1 million in 2025 revenue and 20 consecutive quarters of double-digit growth, net profit fell to $12.6 million, and Q1 2026 showed a net loss.

7 reports · 2 sources · Updated Jul 30, 09:31 PM UTC

This is the transcript of Ashland Inc.'s third quarter fiscal year 2026 earnings conference call, held on July 29, 2026. The call was led by Chairman and CEO Guillermo Novo, CFO William Whitaker, and business unit leaders for Life Sciences, Personal Care, and Specialty Additives. The presentation includes forward-looking statements and covers the company's financial performance for the quarter. Analysts from major financial institutions such as BMO Capital Markets, Deutsche Bank, Wolfe Research, Mizuho, UBS, JPMorgan, Jefferies, Morgan Stanley, and Wells Fargo participated in the Q&A session. The transcript provides detailed insights into Ashland's operational and financial results, strategic outlook, and market conditions.

1 reports · 1 sources · Updated Jul 30, 05:33 AM UTC

Adaptive Biotechnologies held its Q2 2026 earnings conference call on July 29, 2026. The call was led by CEO Chad Robins, CFO Kyle Piskel, and other executives. They discussed the company's financial results for the second quarter, which were released earlier that day. The presentation included forward-looking statements and non-GAAP financial measures. Analysts from Piper Sandler, Guggenheim, BTIG, TD Cowen, JPMorgan, and Morgan Stanley participated in the Q&A session. The call covered the company's performance, strategic outlook, and market position in the biotechnology sector, particularly in minimal residual disease (MRD) testing.

1 reports · 1 sources · Updated Jul 30, 04:13 AM UTC

This is the transcript of Aurora Innovation's Q2 2026 earnings call held on July 29, 2026. The call was led by CEO Chris Urmson and CFO David Maday, with opening remarks from VP of Investor Relations Stacy Feit. The company discussed its second quarter financial results and business progress across key pillars. The call included presentations from management followed by a question-and-answer session with analysts from major financial institutions including Canaccord Genuity, Morgan Stanley, Cantor Fitzgerald, Needham & Company, Craig-Hallum Capital, Oppenheimer, Wolfe Research, Northland Capital Markets, TD Cowen, Goldman Sachs, and Bernstein. The shareholder letter and presentation were made available on the company's investor relations website. The call provides insights into Aurora's autonomous vehicle technology development and commercialization progress.

1 reports · 1 sources · Updated Jul 30, 01:13 AM UTC

Davide Campari-Milano N.V. held its first half 2026 earnings call on July 29, 2026. CEO Simon Hunt and CFO Francesco Mele presented results, highlighting 2.7% organic top line growth in H1 and 2.5% in Q2. Hunt emphasized that Campari is the only listed spirits company with five consecutive quarters of organic top line growth. The call included participation from analysts at UBS, BofA Securities, JPMorgan, Citigroup, Bernstein, Barclays, Goldman Sachs, Kepler Cheuvreux, Rothschild & Co Redburn, Morgan Stanley, Jefferies, and Equita SIM. The company stated it is executing its strategy as planned and gaining momentum entering the peak season.

1 reports · 1 sources · Updated Jul 29, 11:53 PM UTC

This is the transcript of Starbucks Corporation's third quarter fiscal year 2026 earnings call, held on July 29, 2026. The call was led by Chairman and CEO Brian Niccol and CFO Catherine Smith, and moderated by VP of Investor Relations Catherine Park. The discussion covers the company's financial results for the quarter, including revenue, operating margin, and EPS growth metrics, which are presented on a non-GAAP and constant currency basis. The call includes forward-looking statements and cautions regarding risks and uncertainties. Participants from major financial institutions such as Robert W. Baird, Evercore ISI, TD Cowen, BofA Securities, Morgan Stanley, and others were present to ask questions. The transcript provides a detailed account of the company's performance and strategic outlook.

1 reports · 1 sources · Updated Jul 29, 11:43 PM UTC

This is the transcript of MGM Resorts International's Q2 2026 earnings conference call held on July 29, 2026. The call was led by CEO Bill Hornbuckle, CFO Jonathan Halkyard, and other executives. The company discussed its second-quarter financial performance, with forward-looking statements under safe harbor provisions. The call included prepared remarks and a Q&A session with analysts from major financial institutions such as JPMorgan, Truist, BofA, and Morgan Stanley. Key topics likely included Las Vegas operations, MGM China performance, digital gaming (MGM Digital), and overall financial results. The transcript provides a detailed record of management's commentary and analyst questions regarding the company's quarterly results and outlook.

1 reports · 1 sources · Updated Jul 29, 11:13 PM UTC

This is a transcript of GCC's second quarter 2026 earnings conference call, held on July 29, 2026. The call was hosted by Sahory Ogushi (Head of Investor Relations), with CEO Hector Enrique Escalante Ochoa and CFO Maik Strecker. The earnings release was published after market close on July 28. The call includes forward-looking statements and is available for replay on the company's IR website. Participants from Morgan Stanley and JPMorgan were present. The transcript covers the opening remarks, disclaimers, and introduction of company executives, but does not include the full Q&A or detailed financial results.

1 reports · 1 sources · Updated Jul 29, 10:13 PM UTC

Fortive Corporation held its Q2 2026 earnings conference call on July 29, 2026. The call was led by Vice President of Investor Relations Christina Jones, along with CEO Olumide Soroye and CFO Mark Okerstrom. The transcript includes standard opening remarks, participant introductions, and forward-looking statements disclaimers. The call covers financial results for the second quarter of 2026, with participation from analysts at major firms including Melius Research, Wolfe Research, RBC Capital Markets, Citigroup, Morgan Stanley, BNP Paribas, Robert W. Baird, Truist Securities, and JPMorgan Chase. The company presented non-GAAP financial measures and discussed risks that could affect future results.

1 reports · 1 sources · Updated Jul 29, 09:23 PM UTC

Frontier Group Holdings (ULCC) held its Q2 2026 earnings call on July 29, 2026. Key executives including CEO James Dempsey, CCO Bobby Schroeter, and CFO Mark Mitchell presented financial results and operational updates. The call included forward-looking statements and non-GAAP financial measures. Analysts from major firms such as Raymond James, Citigroup, UBS, Wolfe Research, Morgan Stanley, Deutsche Bank, JPMorgan, Barclays, Seaport Research, Evercore ISI, and Susquehanna participated in the Q&A session. The transcript covers the company's performance metrics, strategic outlook, and industry conditions for the low-cost carrier.

1 reports · 1 sources · Updated Jul 29, 09:13 PM UTC

Piraeus Financial Holdings held its Q2 2026 earnings call on July 29, 2026, led by CEO Christos Megalou and CFO Theodore Gnardellis. The call highlighted sustainable profit growth, strong returns, expanding customer activity, and diversification into a more comprehensive financial services group. The bank is investing in technology and AI-driven productivity while maintaining capital strength, balance sheet resilience, and a low-risk profile. Analysts from Eurobank Equities, Bernstein, Goldman Sachs, Morgan Stanley, JPMorgan, and others participated. The presentation emphasized that the strategy is transforming earnings quality and enhancing long-term value creation.

1 reports · 1 sources · Updated Jul 29, 08:43 PM UTC

The Chefs' Warehouse, Inc. held its Q2 2026 earnings conference call on July 29, 2026. The call was led by Founder, Chairman, and CEO Christopher Pappas, CFO James Leddy, and General Counsel Alexandros Aldous. The company discussed its second-quarter financial results, including non-GAAP measures such as adjusted EBITDA, adjusted net income, and free cash flow. The call included forward-looking statements and reconciliations to GAAP metrics. Analysts from Jefferies, UBS, Morgan Stanley, BMO Capital Markets, BTIG, Wolfe Research, TD Cowen, and Piper Sandler participated in the Q&A session. The transcript covers the opening remarks, safe harbor disclosures, and the company's financial performance for the period.

1 reports · 1 sources · Updated Jul 29, 08:13 PM UTC

This is the transcript of Lithia Motors, Inc.'s (LAD) second quarter 2026 earnings conference call, held on July 29, 2026. The call was led by CEO Bryan DeBoer, CFO Tina Miller, and other executives. It includes prepared remarks and a Q&A session with analysts from major financial institutions such as Citigroup, JPMorgan, and Morgan Stanley. The discussion covers the company's financial performance for the quarter, forward-looking projections, and business outlook. The transcript begins with an operator introduction and a safe harbor statement regarding forward-looking statements and non-GAAP financial measures. The full content of the call is not included in the provided text, but the structure and participants indicate a standard earnings release event.

1 reports · 1 sources · Updated Jul 29, 08:03 PM UTC