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Morgan Stanley· Tech · 21 sources · Sep 10, 2026Story

OpenAI launches ChatGPT for Financial Services aimed at Wall Street tasks

OpenAI has rolled out ChatGPT for Financial Services, a tailored enterprise product powered by GPT-6 Astra that combines its AI with data from vendors like LSEG, PitchBook, and Daloopa, developed with Morgan Stanley and Evercore as design partners to aid analysts, researchers, and presentation work for Wall Street. The offering emphasizes governance and compliance—role-based access, encryption, and exportable logs—while enabling firms to integrate their existing data subscriptions and extend coverage across multiple sources to improve retrieval, citation, and client-material generation.

Tech· Sep 10, 2026

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Priya Raman·Sep 10, 2026Top commentThis integration with LSEG and PitchBook data could finally cut down the time analysts spend hunting across separate platforms.

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Morgan Stanley· Business · 22 sources · Aug 30, 2026Story

UBS AM Increases Morgan Stanley Stake

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reported changes to its equity portfolios in five companies during the second quarter, including increases in Philip Morris International and Morgan Stanley, and a reduction in Corning Incorporated, The PNC Financial Services Group, and American Tower Corporation. The articles also note broad participation by other hedge funds and institutional investors adjusting positions across these stocks as part of wider market activity.

Business· Aug 30, 2026

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Morgan Stanley· Finance · 9 sources · Aug 18, 2026Story

Anthropic plans $10B revolving credit ahead of IPO

Anthropic plans to expand its revolving credit facility to more than $10 billion ahead of a potential IPO, with top banks expected to commit about $1.25 billion each and others scaled accordingly to secure underwriting roles. The move, four times larger than last year’s $2.5 billion facility, mirrors pre-IPO financing strategies used by peers and involves banks such as Morgan Stanley, Goldman Sachs, and JPMorgan.

Finance· Aug 18, 2026

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Morgan Stanley· Tech · 73 sources · Aug 10, 2026Story

Riot Inks 20-Year, 191 MW Anthropic Rockdale Lease

Riot Platforms reported Q2 2026 revenue of $174.2 million and completed the initial 25 megawatts of AMD deployment, while signing a 20-year lease for 191 MW of data-center capacity at Rockdale with a frontier AI lab, bringing contracted capacity to 241 MW and potential revenue up to $16.1 billion with extensions. The 191 MW lease is expected to generate about $9.1 billion over the initial term, with full deployment planned by mid-2028, supported by interim financing and ongoing expansion alongside the AMD agreement and bitcoin mining operations.

Tech· Aug 10, 2026

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Morgan Stanley· Finance · 9 sources · Jul 24, 2026Story

LMAX Explores Sale, IPO with Morgan Stanley, KBW

LMAX Group, a London-based institutional crypto and foreign‑exchange trading venue, is exploring strategic options including a potential sale or IPO, with Morgan Stanley and KBW advising and a possible Nasdaq listing that could value the business up to about $5 billion. The push comes alongside strong 2024 profitability and high institutional trading volumes, underscoring its role as a crypto‑adjacent infrastructure play insulated by its FX core, while maintaining a track record of institutional focus rather than token issuance.

Finance· Jul 24, 2026

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Morgan Stanley· Business · 5 sources · Jul 24, 2026Story

ArcelorMittal releases Q2 2026 consensus

ArcelorMittal's second-quarter 2026 sell-side consensus points to approximately $2.04 billion in EBITDA, $802 million in net income, and $1.06 per share, derived from 13 of about 15 covering brokers via Visible Alpha. The company stresses these figures are external analyst estimates, not its guidance or its own validation of the forecasts.

Business· Jul 24, 2026

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Morgan Stanley· Finance · 264 sources · Jul 23, 2026Story

Lido Advisors trims holdings across funds, Morgan Stanley

Lido Advisors LLC trimmed multiple holdings in Q1, including selling 47,324 Morgan Stanley shares and 116,899 iShares MSCI ACWI ETF shares, as well as reducing Vanguard Russell 2000 ETF by 44,696 shares, State Street SPDR Portfolio S&P 500 ETF by 274,937 shares, and iShares Russell Mid-Cap Growth ETF by 11,055 shares. The firm’s remaining positions across these funds remained sizable, reflecting broad adjustments among its diversified stock and ETF holdings.

Finance· Jul 23, 2026

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Morgan Stanley· Finance · 7 sources · Jul 22, 2026Story

Analysts Trim Celldex Price Targets, Shares Fall

Celldex Therapeutics faces a flurry of analyst revisions, with Cantor Fitzgerald and Canaccord Genuity trimming targets to 61 and 60 while maintaining overweight/buy ratings, and Morgan Stanley lowering its target to 40, reflecting mixed sentiment. Meanwhile, firms like Guggenheim and Wells Fargo have raised targets to around 100 and 54 respectively, indicating a broad range of views on the stock’s near-term prospects as it trades in the mid-30s.

Finance· Jul 22, 2026

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Morgan Stanley· Finance · 7 sources · Jul 22, 2026Story

Brokers trim Equifax price targets, maintain buys

Equifax faced mixed price-target updates from analysts, with Baird shaving its target to $232 from $245 and Needham maintaining a Buy rating while setting a new target around $245. The company also reported stronger-than-expected quarterly results, delivering $2.25 per share on $1.70 billion in revenue, amid a chorus of updated ratings from several banks.

Finance· Jul 22, 2026

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