Pomegra
Technology
NOTABLE
19h ago6 min read
Micron Technology Stock Jumps as Memory Rally Builds
Micron technology stock rose about 12% as SanDisk and Seagate also surged after CoreWeave said AI demand outpaces capacity and Morgan Stanley backed the dip.
Company hub
MS stock news & analysis
Everything Pomegra has published on MS: 30 news articles and 2 market briefs, newest first.
Market briefs on MS
- Broadcom Stock Rises 4% After $63B Anthropic Chip Financing
Broadcom (AVGO) closed at $342.33 as Bank of America, Blackstone, Citi and Morgan Stanley lined up funding.
Oct 28
- Morgan Stanley Stock Falls 3.5% Despite Q3 Earnings Beat
Morgan Stanley (MS) earned $3.03 a share on $20.3B revenue, with equities trading up 41%, yet shares slid.
Oct 14
MS news
Business & Earnings
SEISMIC
1d ago4 min read
Anthropic IPO Range Set at $70-$78, Valuing It at $1.4T
Anthropic's IPO range of $70-$78 a share values it at up to $1.4 trillion, below the $2 trillion once eyed, with pricing Nov. 18 and Nasdaq trading Nov. 19.
Business & Earnings
NOTABLE
Nov 45 min read
Coinbase (COIN) Rebounds 8% After 15% Three-Day Slide
Coinbase shares rose about 8% on Tuesday after a 15% three-session drop tied to weak Q3 crypto trading volumes and a Morgan Stanley downgrade to underweight.
Technology
NOTABLE
Nov 26 min read
Tempus AI Q3 2026: Record $411.5M Revenue, Guidance Up
Tempus AI stock (TEM) rose after record Q3 2026 revenue of $411.5 million and a raised full-year outlook of about $1.6 billion, extending a September rally.
Business & Earnings
SEISMIC
Nov 26 min read
Anthropic IPO (ANT): $1.5T-$2T Listing Takes Shape
Anthropic (ANT) filed its S-1 on Oct 26, targeting a Nasdaq listing at $1.5T-$2T before Nov 26, with a price range and roadshow expected in the coming days.
Business & Earnings
SEISMIC
Oct 296 min read
Anthropic S-1: $16.3B Revenue, $80.7B Loss, ANT Listing
Anthropic's S-1 shows $16.3B in first-half 2026 revenue and an $80.7B net loss, mostly non-cash, ahead of a Nasdaq listing as ANT and a mid-November roadshow.
Business & Earnings
SEISMIC
Oct 275 min read
Anthropic IPO: ANT Filing Shows $16.3B Revenue in H1
Anthropic filed for a Nasdaq IPO under ticker ANT, showing $16.3B first-half revenue and an $80.7B net loss, with a listing planned for the week of Nov. 16.
Technology
MAJOR
Oct 275 min read
Meta Launches $35B Stock Sale, Nvidia and AMD Eye $5B
Meta (META) launched $35B of stock offerings and plans a $60B at-the-market program in 2027 to fund AI, with Nvidia, AMD and Broadcom eyeing up to $5B.
Technology
MAJOR
Oct 196 min read
Anthropic 5% Share Fund for AI-Hit Workers Ahead of IPO
Anthropic plans to commit 5% of its shares, about $48 billion, to a public benefit fund for workers displaced by AI, ahead of a Nasdaq IPO as soon as November.
Business & Earnings
NOTABLE
Oct 144 min read
Morgan Stanley Q3 2026: EPS $3.03 Beats on Equities Surge
Morgan Stanley (MS) beat Q3 2026 estimates with EPS of $3.03 and $20.34B revenue as equities trading rose 41%, while fixed income fell 7% and shares slipped.
Markets
MAJOR
Oct 136 min read
SPCX Tops $160 on Starship Orbit, Starlink Mobile Push
SpaceX (SPCX) holds above $160 after a roughly $750 billion rally, driven by Starship's first orbit, a $300 Morgan Stanley target and the Starlink Mobile spectrum deal.
Business & Earnings
NOTABLE
Oct 125 min read
eBay (EBAY) Jumps 5% as Morgan Stanley Names Top Pick
eBay shares rose more than 5% on Oct. 12 after Morgan Stanley named the marketplace a top internet pick and lifted its price target to $132 from $127.
Business & Earnings
NOTABLE
Oct 124 min read
CCC Intelligent Solutions Jumps 10% on GTCR, Elliott Talks
CCC Intelligent Solutions (CCCS) jumped about 10% as GTCR and Elliott entered advanced talks to take the auto-insurance software maker private this week.
Technology
MAJOR
Oct 124 min read
Anthropic's $60B Chip Debt Deal: Broadcom's Role Explained
Bank of America, Citigroup and Morgan Stanley are syndicating a record $60B debt package for Anthropic's Google TPU lease, with Broadcom as guarantor.
Markets
NOTABLE
Oct 65 min read
SpaceX (SPCX) Stock Hits Highest Close Since June
SpaceX (SPCX) closed at $171.09 on Nasdaq, its best finish since June, as a Morgan Stanley note, a first Starship orbit and TSMC chip talks lifted sentiment.
Business & Earnings
NOTABLE
Oct 64 min read
Wells Fargo (WFC) Upgraded to Overweight by Morgan Stanley
Morgan Stanley upgraded Wells Fargo (WFC) to Overweight with a $102 target and top-pick status, saying the bank is rebuilding its growth engine in 2026.
Business & Earnings
SEISMIC
Oct 55 min read
Anthropic IPO: $965B Valuation, November Listing Eyed
Anthropic has filed confidentially for a US IPO after a $65 billion round at a $965 billion valuation, with a November listing and three banks leading.
Business & Earnings
NOTABLE
Oct 55 min read
onsemi Synaptics Deal Cut to $5.7B Cash as Rival Emerges
onsemi (ON) cut its Synaptics (SYNA) offer to $123 a share in cash, about $5.7 billion, after a rival bid emerged, and shares of both companies rose.
Business & Earnings
MAJOR
Oct 25 min read
onsemi Raises Synaptics Bid to $123 Cash After Rival Offer
onsemi (ON) replaced its Synaptics (SYNA) all-stock deal with $123 a share in cash, about $5.7B, after a rival bid. ON shares rose 6-8% and Synaptics 14-15%.
Markets
MAJOR
Sep 296 min read
30-Year Treasury Yield Tops 5.6% as Stocks Fall Again
The 30-year Treasury yield topped 5.6% for a sixth straight gain, a 2002 high, pushing the Dow, S&P 500 and Nasdaq to a second losing session on Tuesday.
Technology
SEISMIC
Sep 185 min read
Anthropic Eyes October Nasdaq Debut at $2 Trillion
Anthropic targets a $2 trillion Nasdaq debut in October, seeking $100 billion in proceeds as Nvidia finalizes a $10 billion anchor stake in the largest IPO in history.
Technology
SEISMIC
Sep 166 min read
Anthropic Eyes $2T Nasdaq IPO Amid AI Slowdown Push
Anthropic targets a $2 trillion October 2026 Nasdaq debut, raising over $100 billion, even as CEO Dario Amodei's AI slowdown calls rattle the tech sector it is listing into.
Technology
SEISMIC
Sep 145 min read
OpenAI Drops 2026 IPO as Anthropic Eyes $2T Debut
Sam Altman shelved OpenAI's public listing citing AI safety, while rival Anthropic targets an October Nasdaq debut at a record $2 trillion valuation led by Goldman Sachs and JPMorgan.
Markets
NOTABLE
Sep 127 min read
Mike Wilson Warns S&P 500 Correction Near
Morgan Stanley's Mike Wilson warns of an S&P 500 correction after four straight losing sessions pushed the VIX to its highest level since early August, urging selective rotation rather than broad…
Economy
SEISMIC
Sep 67 min read
Copper at $4.60 Signals an AI Supply Crunch
Copper prices climbed to $4.60 per pound, up 47.6% year-over-year, as AI data center demand collides with Chilean supply declines and Morgan Stanley's 590,000-ton 2026 deficit forecast.
Technology
MAJOR
Sep 46 min read
Adobe Names Chakravarthy CEO as ADBE Drops 3%
Adobe names insider Anil Chakravarthy as next CEO, ADBE drops 3.4% premarket as investors weigh AI disruption risk and the end of Narayen's 18-year tenure.
Markets
NOTABLE
Sep 38 min read
Robinhood Rises 2% on Morgan Stanley Overweight Call
Morgan Stanley upgraded Robinhood Markets (HOOD) to Overweight on Wednesday, sending shares up more than 2% as the bank argued the brokerage's accelerating platform expansion is building durable…
Markets
SEISMIC
Aug 306 min read
Anthropic S-1 Nears: $2T IPO Set to Break SpaceX Record
Anthropic's S-1 is expected this week ahead of a $2 trillion October Nasdaq IPO that would surpass SpaceX's June offering as the largest in US history.
Markets
MAJOR
Aug 305 min read
Oura Targets $16B Nasdaq Listing in September
Finnish smart-ring maker Oura Health Oy seeks up to $3 billion in a September Nasdaq IPO that values the AI health platform at more than $16 billion.
Markets
MAJOR
Aug 225 min read
Anthropic IPO Prospectus: Citi Joins Top Banks
Citigroup joins Morgan Stanley, Goldman Sachs, and JPMorgan as lead banks on Anthropic's IPO, targeting an October Nasdaq listing near $1 trillion valuation.