Tag
#Morgan Stanley
SoftBank Surges 20% as OpenAI's IPO Pipeline Starts Pricing Into Related Equities
SoftBank Group shares surged nearly 20 per cent in Tokyo morning trading after reports that OpenAI and SB Energy are preparing US IPOs, proving the anticipated listings are already pricing into related equities weeks before any S-1 filing.
Stocks ignore the bond market as correction risk builds
Stock market correction risk is rising as 10-year Treasury yields hit 4.631 per cent, exposing small caps, housing and high-multiple tech.
Treasury yields squeeze markets as bond strain deepens
Treasury yields near 4.6 per cent are becoming the market's main stress point, raising pressure on stocks, mortgages and rate-sensitive credit.
Treasury yields hit small caps, housing, consumers
Treasury yields above 4.5 per cent are pressuring small caps, homebuilders and consumer shares first, turning the bond selloff into a sector-rotation test.
AI backlash turns into a business risk for Big Tech
Polling, local resistance and investor notes suggest AI scepticism is no longer just a cultural complaint. It is starting to look like an execution risk.
China and US use supply channels to contain Middle East oil shock
China's 3.6 million bpd import cut and a 3.5 million bpd U.S. export surge blunted the Gulf shock, easing pressure on oil, inflation and yields.
ERock files for IPO as revenue rises 32% on AI power demand
ERock's filing pairs rising revenue with a large contracted backlog, giving investors an early test of appetite for energy infrastructure tied to AI-era power demand.
U.S. factory output rises 0.6% as autos, AI lift production
U.S. manufacturing output rose 0.6 per cent in April as motor vehicles and AI-linked demand drove production higher, but New York Fed data showed delivery times lengthening and price pressures accelerating.
Morgan Stanley MSBT draws $194m in debut month with zero outflow days
Morgan Stanley's spot Bitcoin ETF completed its first trading month with roughly $194 million in net inflows and not a single day of net redemptions, setting a benchmark for Wall Street crypto products backed by a brand name rather than an advisor sales force.
