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The Latest Breaking News from Morgan Stanley

Oil Price Today (May 22): Crude oil snaps 3-day fall amid mixed signals on Iran war peace talks. What are experts saying?

Oil prices saw an increase on Friday. Investors are watching Iran peace talks closely. Conflicting reports are creating uncertainty. Concerns about oil supply persist. The Strait of Hormuz remains a critical point. Disruptions could impact global markets. Developing economies may face significant challenges. The situation remains dynamic.

The Economic Times

Nvidia's memory costs soar 485%, latest AI systems now cost $7.8 million to build — memory now comprises 25% of the total cost, Rubin GPUs a mere $50,000 apiece

As memory content per rack increases in Vera Rubin platform, it now accounts for nearly 25% of its cost.

Tom’s Hardware

AAP Rolling News Bulletin May 21, 2330

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AAP Rolling News Bulletin May 21, 2200

AAP Rolling News Bulletin for May 21 at 2200

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Cathie Wood Sells Nvidia for AMD in Q1 — Trims Tesla Stake After Hailing Musk as 'Thomas Edison of Our Age'

Cathie Wood's Ark Invest made multiple changes to its portfolio in Q1, reducing its Nvidia stake considerably while buying shares of AMD, while some analysts continue to prefer AMD over Nvidia.

International Business Times UK

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AAP Rolling News Bulletin May 21, 2100

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AAP Rolling News Bulletin May 21, 2030

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AAP Rolling News Bulletin May 21, 2000

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AAP Rolling News Bulletin May 21, 1930

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AAP Rolling News Bulletin May 21, 1900

AAP Rolling News Bulletin for May 21 at 1900

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FED:Budget measures could cut house prices by 10 per cent

Changes to negative gearing and capital gains tax concessions could cause the biggest housing downturn in 40 years, in a boost for first home buyers.

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The Economic Times

OpenAI IPO coming soon? ChatGPT-maker likely to confidentially file draft papers for world’s biggest-ever IPO tomorrow

Sam Altman-led OpenAI is reportedly preparing to confidentially file draft papers for its IPO as early as Friday, according to CNBC, in what could become one of the biggest public listings ever. The ChatGPT-maker, valued at over $850 billion by private investors, is said to be working with Goldman Sachs…

The Economic Times

Jubilant Foodworks shares crash 8% after Domino's India operator's Q4 results. What spooked investors?

Jubilant Foodworks shares dropped significantly after its fourth-quarter results. The Domino's India operator reported a profit rise but faced headwinds. Brokerages have reduced their target prices for the stock. Concerns include rising costs and slower growth. The company mentioned temporary LPG supply issues impacting operations. Analysts expect near-term pressure on…

The Economic Times

Jefferies, other top brokers raise Lenskart targets after Q4 results; here's why

Lenskart Solutions shares surged after the eyewear retailer reported a strong Q4FY26 performance, with revenue from operations rising nearly 46% YoY to Rs 2,516 crore. The upbeat earnings prompted bullish brokerage views and target price upgrades, pushing the stock to a near one-month high of Rs 517 on the NSE.…

The Economic Times

BSE vs MCX: Which stock are you betting on? Jefferies, Morgan Stanley, others have their say

Amidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by increased trading activity. Both reported strong Q4 earnings. While Jefferies and ICICI Securities remain cautious on BSE, citing stagnant market share, brokerages like HDFC Securities and Morgan Stanley are more optimistic about MCX, highlighting its…

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The Economic Times

OpenAI IPO filing could come before SpaceX goes public: Will Sam Altman beat Elon Musk and Anthropic in the biggest AI and space market race of 2026? Complete details on Wall Street’s largest IPO wave

OpenAI IPO: Wall Street is entering its biggest IPO wave since 2022. OpenAI, SpaceX, Anthropic, Shein, and Kunlunxin could together raise nearly $200 billion. OpenAI may file for its IPO before SpaceX goes public. That changes the entire AI market race. Investors are now watching Sam Altman, Elon Musk, and…

International Business Times

OpenAI To Confidentially File For IPO As Soon As This Week: Report

OpenAI is set to confidentially file for an IPO as soon as this week, according to a new report.

Barchart

LRCX Overweight: How Lam Research Is Poised to Outperform the $149B WFE Market

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

The Economic Times

OpenAI aiming for speedy IPO, source says, as market awaits SpaceX filing

The ChatGPT maker is working with bankers at firms, including Goldman Sachs and ⁠Morgan Stanley, ‌on a draft IPO prospectus that ⁠it plans to file confidentially with regulators soon, possibly as early as Friday, the report said.

The Times of India

Big update in JPMorgan sex harassment case: Lorna Hajdini files defamation lawsuit against Chirayu Rana

A bitter legal battle at JPMorgan Chase has taken another dramatic turn after executive Lorna Hajdini filed a defamation lawsuit against former banker Chirayu Rana, accusing him of making up false claims that she treated him as her “sex slave”.

The Economic Times

Oil Price Today (May 20): Crude oil dips for second day as Trump says Iran war could end ‘very quickly’. Is the worst behind?

Oil prices dipped for a second day as President Trump suggested a swift end to the Iran conflict. However, market caution persists due to ongoing peace negotiation uncertainties and Middle East supply disruptions. Experts warn prices will remain elevated due to potential renewed strikes and slow supply recovery.

The Economic Times

Oil Price Today (May 19): Crude oil retreats from $110 as Trump delays planned strike on Iran. Where are prices headed?

Oil prices dipped Tuesday after President Trump delayed a planned military strike on Iran, following appeals from Middle Eastern leaders. This de-escalation eased immediate concerns over global crude supply disruptions. Analysts warn that a prolonged closure of the Strait of Hormuz could still impact markets significantly.

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