$MS News and Market Events
Every $MS story Market Flux has tracked.
- Market Flux Event
Wall Street Banks Assemble Record $60 Billion Chip Financing Package for Broadcom and Anthropic
A Wall Street syndicate is assembling a record $60 billion financing package tied to Broadcom to fund AI chip purchases primarily benefiting Anthropic and other companies, according to…
- Top Mover
Western Digital Jumps 7% as Analysts Call Toshiba Expansion a Non-Threat to HDD Market Leaders
Western Digital surged roughly 7% and Seagate climbed about 5% on October 5 as multiple Wall Street firms urged investors to buy both stocks following a sharp selloff the prior Friday. On…
- Market Flux Event
C.H. Robinson to Acquire Freight Broker RXO in $5.8 Billion Cash-and-Stock Deal
C.H. Robinson Worldwide agreed on October 5 to acquire truck brokerage firm RXO in a cash-and-stock transaction valued at $5.8 billion, a deal that would create a combined logistics company…
- Market Flux Event
Boeing Wins $20 Billion Navy Fighter Contract as Broad Market Rally Lifts Tech and Biotech Stocks
Boeing shares rose more than 3% on Wednesday after the company beat out Northrop Grumman to win a U.S. Navy contract worth more than $20 billion to develop and build the sixth-generation…
- Market Flux Event
Crypto Rallies and Dollar Weakens as Markets Close Out the Week
Crypto markets saw sharp moves on September 25, with altcoins leading gains even as Ether pulled back. Near Protocol surged 11.7% in four hours to reach $5.05, posting an 18.70% gain over…
- Market Flux Event
Meta Muse AI Agent Sparks Broad Selloff in Banks, Brokerages, Insurers and Travel Stocks
Meta Platforms' newly launched personal AI agent, called Muse, triggered a sharp selloff across financial and consumer-facing stocks on September 23 as investors grew alarmed that the tool…
- Top Mover
Wells Fargo Shares Fall More Than 3% Amid AI Disruption Fears While Its Analysts Move Markets Across Multiple Sectors
Wells Fargo shares dropped more than 3% on Tuesday, September 22, alongside other major financial stocks including JPMorgan, as investors rotated out of banks, insurers, and brokerage firms…
- Market Flux Event
CoreWeave Upsizes Convertible Notes Offering to $3.7 Billion Due 2033
CoreWeave priced an upsized private offering of convertible senior notes on September 18, 2026, raising $3.7 billion after lifting the deal from its originally announced size of $3.0…
- Market Flux Event
Healthcare Companies Converge on Morgan Stanley and Deutsche Bank Conferences With Growth Updates
A broad range of healthcare and biotech companies presented at two major industry gatherings on September 16, 2026: the Morgan Stanley 24th Annual Global Healthcare Conference and the…
- Top Mover
Boeing CEO Flags Slower 737 MAX Ramp, 777X Engine Delays and SPEEA Strike Risk at Morgan Stanley Conference
Boeing CEO Kelly Ortberg told Morgan Stanley's 14th Annual Laguna Conference on Wednesday that stabilizing 737 MAX production at 47 jets per month is taking longer than expected, with wing…
- Top Mover
Axon Enterprise Prices $1 Billion Zero-Coupon Convertible Notes Due 2031 as Stock Swings Sharply
Axon Enterprise priced a $1.0 billion offering of 0% convertible senior notes due 2031 on September 15-16, 2026, with settlement expected around September 18. The offering was underwritten…
- Top Mover
GE Vernova CEO Signals $200B Backlog Milestone Will Arrive Ahead of Schedule as Stock Surges 5%
GE Vernova shares jumped roughly 4.8% on September 16 after CEO Scott Strazik told the Morgan Stanley 14th Annual Laguna Conference that the company's backlog is on track to hit $200…
- Market Flux Event
Dozens of Healthcare Companies Present at Morgan Stanley 24th Annual Global Healthcare Conference in New York
The Morgan Stanley 24th Annual Global Healthcare Conference, held in New York City on September 15-16, 2026, drew a broad cross-section of biotech, pharmaceutical, medtech, and digital…
- Top Mover
Thermo Fisher CEO Says Orders Outpacing Revenue and AI Is Compressing Drug Development Timelines
Thermo Fisher Scientific CEO Marc Casper told the Morgan Stanley 24th Annual Global Healthcare Conference on September 15 that the company is seeing orders outpace revenue, a…
- Market Flux Event
Bond Market Now Pricing 3.7 Fed Rate Hikes Over Next 12 Months as Wall Street Turns Bullish
The bond market has sharply repriced its expectations for Federal Reserve tightening, with futures now implying 3.7 rate hikes over the next 12 months, up from just 1.5 hikes priced roughly…
- Market Flux Event
Biotech and Pharma Companies Highlight Launches, Pipelines and Rare Disease Markets at Morgan Stanley Healthcare Conference
More than a dozen biotechnology and pharmaceutical companies presented at the Morgan Stanley 24th Annual Global Healthcare Conference on September 14, 2026, offering investors updates on…
- Top Mover
Morgan Stanley Hosts Major Healthcare Conference, Expands Bitcoin Holdings Past $609 Million and Downgrades Stellantis
Morgan Stanley's 24th Annual Global Healthcare Conference dominated the firm's activity on September 14, drawing presentations from dozens of companies including Eli Lilly, Pfizer, Johnson…
- Market Flux Event
Dozens of Healthcare and Biotech Companies Showcase Pipelines and Launch Plans at Morgan Stanley, Jefferies and H.C. Wainwright Conferences
September 14, 2026 saw a broad wave of healthcare and biotech presentations across three major investor conferences, with the Morgan Stanley 24th Annual Global Healthcare Conference drawing…
- Unusual Volume
Adobe Beats Q3 Estimates but Soft Q4 Revenue Guidance Sends Stock Lower Before Recovery
Adobe reported record third-quarter fiscal 2026 revenue of $6.76B and raised its full-year EPS targets, but a Q4 revenue outlook of $6.8B to $6.85B that came in narrowly below analyst…
- Market Flux Event
OpenAI Launches ChatGPT for Financial Services as Tech Giants Tout AI Growth at Investor Conferences
OpenAI debuted ChatGPT for Financial Services on Thursday, a new enterprise product built to automate the research, financial modeling, and pitchbook creation that junior investment bankers…
- Market Flux Event
OpenAI Launches ChatGPT for Financial Services Powered by GPT-6 Astra, Targeting Wall Street Bankers
OpenAI on Thursday unveiled ChatGPT for Financial Services, a tailored version of its enterprise product built specifically for investment bankers and equity researchers. The product runs…
- Top Story
Brent Crude Tops $100 for First Time Since July as US-Iran Fighting Escalates in Persian Gulf
Brent crude oil crossed $100 a barrel on Wednesday, September 9, for the first time in roughly six weeks, as fighting between U.S. and Iranian forces intensified and raised serious concerns…
- Market Flux Event
Brent Crude Tops $100 for First Time Since July as US-Iran Fighting Escalates in Persian Gulf
Brent crude oil crossed $100 a barrel on Wednesday, September 9, for the first time in roughly six weeks, as fighting between U.S. and Iranian forces intensified and raised serious concerns…
- Top Mover
Marvell Shares Tumble 8% Despite Record Revenue and Raised Guidance as Google Deal Timing Disappoints
Marvell Technology reported record fiscal second-quarter revenue of $2.739 billion, up 37% year over year and 13% sequentially, with data center revenue surging 46% to $2.17 billion, yet…
- Top Mover
Morgan Stanley Upgrades Ternium, Cuts Walmart Target and Picks Dallas for Expansion in Busy Week of Analyst Activity
Morgan Stanley issued a wave of analyst calls on August 21, upgrading Ternium (TX) to Overweight from Equal-Weight with a price target of $65, citing an improved tariff outlook, while also…
- Top Mover
Morgan Stanley Upgrades Merck, Cuts Liberty LiLAC, and Flags 38-Gigawatt AI Power Gap in Busy Research Day
Morgan Stanley issued a flurry of analyst calls on August 20. Most notably, the firm upgraded Merck from Equal-Weight to Overweight with a price target of $179, arguing that a strong cancer…
- Unusual Volume
Morgan Stanley Upgrades Honeywell Aerospace to Overweight With $205 Price Target After Sharp Selloff
Morgan Stanley upgraded Honeywell Aerospace (HONA) to overweight from equal weight on August 19, setting a price target of $205 per share, which implies nearly 28% upside from Tuesday's…
- Top Mover
Cisco Shares Tumble 9% Despite Record Q4 Revenue and Raised AI Outlook as Margin Fears Dominate
Cisco Systems reported fiscal fourth-quarter 2026 revenue of $17.3 billion, up 18% year-over-year and above the $16.82 billion analyst estimate, capping a record $63 billion full fiscal…
- Unusual Volume
Cerebras Systems Tumbles After Q2 Revenue Miss Despite Raised Full-Year Guidance
Cerebras Systems (NASDAQ: CBRS) whipsawed sharply on Wednesday and Thursday after its second-quarter results disappointed Wall Street on the top line. The stock surged 11.6% during the…
- Unusual Volume
Cisco Shares Slide 9% Despite Record Q4 Revenue and Raised AI Outlook as Margin Fears Dominate
Cisco Systems reported fiscal fourth-quarter 2026 revenue of $17.3 billion, up 18% year over year and above the $16.82 billion analyst consensus, while non-GAAP earnings per share of $1.22…
- Market Flux Event
Yen Gives Back Intervention Gains as US-Japan Rift Over BOJ Policy Clouds Outlook
The Japanese yen has erased roughly half of its gains from a joint US-Japan currency intervention conducted approximately two weeks ago, with USD/JPY rebounding from a post-intervention low…