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2026-09-25 Leaked list includes 100+ pending deals; firm rushes to check fallout, market worries about info leak risks
Regulation
Judge Lifts White House Ban, Restores Access for MS NOW and Others
Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
D1 +1.7% · +5d -6.1%
›3 waves of this story
2026-09-21 MS NOW joins CNN and Politico in lawsuit against Trump admin over White House access denial
2026-09-22 Court hearing Wednesday over White House ban; Trump confronts CNN at UN, escalating dispute
2026-09-24 Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
CapitalBull
Morgan Stanley Leads Anthropic IPO Set for October
Bank to earn significant fees, cementing AI capital markets leadership
D1 -0.7% · +5d -4.6%
›2 waves of this story
2026-09-05 Anthropic nears $15B credit facility pre-IPO; MS and GS awarded top roles in potential $2T listing
2026-09-18 Bank to earn significant fees, cementing AI capital markets leadership
CompanyBear
Morgan Stanley among banks pressured as BofA flags soft Q3 trading outlook
BofA CEO says Q3 sales/trading 'relatively flat', sparking sector selloff; MS down ~3.4-3.8%
D1 -0.1% · +5d -3.0%
Company
Morgan Stanley launches $1.5T US innovation infrastructure initiative
Company announces large-scale innovation infrastructure initiative, facilitating approximately $1.5 trillion
D1 -0.1% · +5d +1.2%
ProductBull
Morgan Stanley Launches Spot Ethereum and Solana ETFs
Expands crypto lineup after Bitcoin ETF, 0.14% expense ratio
D1 +0.4% · +5d +1.9%
Other
Anthropic ARR Hits $74.3B, Surpassing AmEx, Eli Lilly, IBM
AI firm's revenue scale nears financial giants, highlighting strong AI supply chain demand
D1 -1.4% · +5d +2.6%
Capital
Morgan Stanley Infrastructure to Acquire Epic Energy
MSIP plans to acquire energy assets, expanding infrastructure investment footprint
D1 +0.0% · +5d -1.6%
Capital
Morgan Stanley Real Estate Investing Acquires French Logistics Portfolio
MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
D1 -0.3% · +5d -1.9%
›2 waves of this story
2026-07-24 MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
2026-07-24 MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
Capital
Dyne Therapeutics Announces $300M Public Offering, MS Underwrites
MS underwrites Dyne's $300M offering with $45M greenshoe option.
D1 +1.0% · +5d -7.0%
›2 waves of this story
2026-07-22 MS is among underwriters for Dyne's $300M public offering, a company deal
2026-07-22 MS underwrites Dyne's $300M offering with $45M greenshoe option.
CapitalBull
Andra AP Increases Morgan Stanley Stake by 783.9%
New disclosure shows Andra AP's substantial Q1 position increase in MS
D1 +2.6% · +5d -2.2%
›2 waves of this story
2026-07-21 Andra AP +783.9%, Boston Common -8.4%, Dimensional +0.9%
2026-07-21 New disclosure shows Andra AP's substantial Q1 position increase in MS
CapitalBull
Multiple Institutions Adjust MS Stakes in Q1; Andra AP Increases by 784%
Andra AP fonden boosted stake by 783.9%, Boston Common cut 8.4%, Dimensional lifted 0.9%, indicating divergent institutional views
D1 +2.6% · +5d -2.2%
EarningsBull
Morgan Stanley Q2 Record, Strong Client Activity
Q2 call cites record results, strong client activity across segments
D1 -0.5% · +5d -4.6%
›5 waves of this story
2026-07-13 Multiple sources confirm earnings season start, MS report date set, bank beats possible
2026-07-15 Record Q2 revenue/profit beat; stock at all-time high, extending earnings season theme
2026-07-15 EPS $3.46 beat, net revenue $21.35B, strong IB and equities, client assets top $10T
2026-07-18 Q2 call cites strong client activity; AlphaSense sentiment index up 24 pts, confirming earnings momentum
2026-07-18 Q2 call cites record results, strong client activity across segments
EarningsBear
Morgan Stanley Q2 Post-Earnings Pressure, Double Top Setup in Focus
Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
D1 -0.5% · +5d -4.6%
›7 waves of this story
2026-07-11 Multiple sources confirm earnings date as bank earnings season kicks off
2026-07-13 Multiple independent sources confirm earnings date and list it as key event this week
2026-07-13 Multiple independent sources confirm date and bank earnings kickoff; no new facts
2026-07-15 Record Q2 revenue and profit beat Wall Street expectations, driving stock to new 52-week highs
2026-07-15 Q2 EPS $3.46 beat, record net revenue $21.35B, strong IB, client assets >$10T, dividend raised 15%
2026-07-16 Post-earnings stock performance cited by multiple sources, alongside market risk analysis mentioning MS with peers
2026-07-17 Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
AnalystBull
Freedom Broker upgrades to Buy
D1 -1.3% · +5d -0.5%
DividendBull
Dividend raised 15% (to $1.15)
D1 +0.4% · +5d -4.4%
Earnings
Earnings report
Q2 revenues exceeded $21 billion with record EPS of $3.46; first half 2026 revenues reached $42 billion with $6.90 EPS and 27% return on tangible equity
D1 +0.4% · +5d -4.4%
AnalystBear
Oppenheimer downgrades Morgan Stanley to Underperform
Multiple sources confirm downgrade due to rich valuations and less attractive risk/reward
D1 +1.3% · +5d +4.8%
AnalystBear
Oppenheimer downgrades to Underperform
D1 -1.3% · +5d +4.3%
CapitalBull
Morgan Stanley Raises Dividend by 15 Cents to $1.15, Authorizes $20B Buyback
Following Fed stress test pass, multiple banks announce dividend hikes and buybacks; MS among them
D1 +0.5% · +5d -3.2%
CompanyBear
Morgan Stanley Private Credit Fund Caps Redemptions at 5%
North Haven Private Income Fund redemption requests rose to 11.6%, exceeding the 5% cap for a second straight quarter, raising liquidity concerns
D1 -2.7% · +5d -3.6%
Company
Morgan Stanley Weighs $1.3B Dallas Office Tower
Plans space for 4,800 jobs, 16-yr lease from 2031, following GS/BAC Texas moves
D1 -0.5% · +5d -7.5%
Related — this ticker is not the subject
RelatedRegulation
Bank of America hit with $1.2 billion U.S. penalty
Treasury says the bank failed to timely report more than $5 billion in suspicious transactions, and the charge weighs on earnings reported today.
D1 -2.7% · since -0.5%
RelatedMarkets
Morgan Stanley reiterates $300 SpaceX target, calls shares “cheap and getting cheaper”
The latest note puts AI and Starship milestones back in focus as investors re-rate SpaceX
D1 +0.4% · +5d -2.3%
①
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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Event thread
Key events, in time order
26 items
Earnings
Morgan Stanley Q3 Beat on Strong Trading Revenue
$232B net new assets, record wealth revenue, yet stock fell ~3%
D1 -2.7% · since -0.5%
›2 waves of this story
2026-10-14 EPS $3.03 beat, equity trading surged, but net income fell YoY
2026-10-15 $232B net new assets, record wealth revenue, yet stock fell ~3%
Earnings
Earnings report
D1 -2.7% · since -0.5%
Earnings
Morgan Stanley Q3 Earnings Imminent, Market Awaits Results
Multiple sources confirm earnings date; UBS analyst calls it a turnaround story
D1 +1.4% · +5d -5.0%
›3 waves of this story
2026-10-09 Multiple sources confirm earnings date; focus on investment banking and wealth management results
2026-10-12 Multiple sources confirm earnings date; market watches bank earnings season
2026-10-13 Multiple sources confirm earnings date; UBS analyst calls it a turnaround story
2026-09-25 Leaked list includes 100+ pending deals; firm rushes to check fallout, market worries about info leak risks
21 earlier events›
Regulation
Judge Lifts White House Ban, Restores Access for MS NOW and Others
Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
D1 +1.7% · +5d -6.1%
›3 waves of this story
2026-09-21 MS NOW joins CNN and Politico in lawsuit against Trump admin over White House access denial
2026-09-22 Court hearing Wednesday over White House ban; Trump confronts CNN at UN, escalating dispute
2026-09-24 Federal judge rules ban unconstitutional, temporarily restores White House access for CNN, MS NOW, etc., affecting media relations
CapitalBull
Morgan Stanley Leads Anthropic IPO Set for October
Bank to earn significant fees, cementing AI capital markets leadership
D1 -0.7% · +5d -4.6%
›2 waves of this story
2026-09-05 Anthropic nears $15B credit facility pre-IPO; MS and GS awarded top roles in potential $2T listing
2026-09-18 Bank to earn significant fees, cementing AI capital markets leadership
CompanyBear
Morgan Stanley among banks pressured as BofA flags soft Q3 trading outlook
BofA CEO says Q3 sales/trading 'relatively flat', sparking sector selloff; MS down ~3.4-3.8%
D1 -0.1% · +5d -3.0%
Company
Morgan Stanley launches $1.5T US innovation infrastructure initiative
Company announces large-scale innovation infrastructure initiative, facilitating approximately $1.5 trillion
D1 -0.1% · +5d +1.2%
ProductBull
Morgan Stanley Launches Spot Ethereum and Solana ETFs
Expands crypto lineup after Bitcoin ETF, 0.14% expense ratio
D1 +0.4% · +5d +1.9%
Other
Anthropic ARR Hits $74.3B, Surpassing AmEx, Eli Lilly, IBM
AI firm's revenue scale nears financial giants, highlighting strong AI supply chain demand
D1 -1.4% · +5d +2.6%
Capital
Morgan Stanley Infrastructure to Acquire Epic Energy
MSIP plans to acquire energy assets, expanding infrastructure investment footprint
D1 +0.0% · +5d -1.6%
Capital
Morgan Stanley Real Estate Investing Acquires French Logistics Portfolio
MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
D1 -0.3% · +5d -1.9%
›2 waves of this story
2026-07-24 MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
2026-07-24 MSREI acquires five French logistics assets via managed funds, expanding European logistics footprint
Capital
Dyne Therapeutics Announces $300M Public Offering, MS Underwrites
MS underwrites Dyne's $300M offering with $45M greenshoe option.
D1 +1.0% · +5d -7.0%
›2 waves of this story
2026-07-22 MS is among underwriters for Dyne's $300M public offering, a company deal
2026-07-22 MS underwrites Dyne's $300M offering with $45M greenshoe option.
CapitalBull
Andra AP Increases Morgan Stanley Stake by 783.9%
New disclosure shows Andra AP's substantial Q1 position increase in MS
D1 +2.6% · +5d -2.2%
›2 waves of this story
2026-07-21 Andra AP +783.9%, Boston Common -8.4%, Dimensional +0.9%
2026-07-21 New disclosure shows Andra AP's substantial Q1 position increase in MS
CapitalBull
Multiple Institutions Adjust MS Stakes in Q1; Andra AP Increases by 784%
Andra AP fonden boosted stake by 783.9%, Boston Common cut 8.4%, Dimensional lifted 0.9%, indicating divergent institutional views
D1 +2.6% · +5d -2.2%
EarningsBull
Morgan Stanley Q2 Record, Strong Client Activity
Q2 call cites record results, strong client activity across segments
D1 -0.5% · +5d -4.6%
›5 waves of this story
2026-07-13 Multiple sources confirm earnings season start, MS report date set, bank beats possible
2026-07-15 Record Q2 revenue/profit beat; stock at all-time high, extending earnings season theme
2026-07-15 EPS $3.46 beat, net revenue $21.35B, strong IB and equities, client assets top $10T
2026-07-18 Q2 call cites strong client activity; AlphaSense sentiment index up 24 pts, confirming earnings momentum
2026-07-18 Q2 call cites record results, strong client activity across segments
EarningsBear
Morgan Stanley Q2 Post-Earnings Pressure, Double Top Setup in Focus
Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
D1 -0.5% · +5d -4.6%
›7 waves of this story
2026-07-11 Multiple sources confirm earnings date as bank earnings season kicks off
2026-07-13 Multiple independent sources confirm earnings date and list it as key event this week
2026-07-13 Multiple independent sources confirm date and bank earnings kickoff; no new facts
2026-07-15 Record Q2 revenue and profit beat Wall Street expectations, driving stock to new 52-week highs
2026-07-15 Q2 EPS $3.46 beat, record net revenue $21.35B, strong IB, client assets >$10T, dividend raised 15%
2026-07-16 Post-earnings stock performance cited by multiple sources, alongside market risk analysis mentioning MS with peers
2026-07-17 Q2 stock -3.4% post-earnings, plus Oppenheimer downgrade, market eyes double top risk
AnalystBull
Freedom Broker upgrades to Buy
D1 -1.3% · +5d -0.5%
DividendBull
Dividend raised 15% (to $1.15)
D1 +0.4% · +5d -4.4%
Earnings
Earnings report
Q2 revenues exceeded $21 billion with record EPS of $3.46; first half 2026 revenues reached $42 billion with $6.90 EPS and 27% return on tangible equity
D1 +0.4% · +5d -4.4%
AnalystBear
Oppenheimer downgrades Morgan Stanley to Underperform
Multiple sources confirm downgrade due to rich valuations and less attractive risk/reward
D1 +1.3% · +5d +4.8%
AnalystBear
Oppenheimer downgrades to Underperform
D1 -1.3% · +5d +4.3%
CapitalBull
Morgan Stanley Raises Dividend by 15 Cents to $1.15, Authorizes $20B Buyback
Following Fed stress test pass, multiple banks announce dividend hikes and buybacks; MS among them
D1 +0.5% · +5d -3.2%
CompanyBear
Morgan Stanley Private Credit Fund Caps Redemptions at 5%
North Haven Private Income Fund redemption requests rose to 11.6%, exceeding the 5% cap for a second straight quarter, raising liquidity concerns
D1 -2.7% · +5d -3.6%
Company
Morgan Stanley Weighs $1.3B Dallas Office Tower
Plans space for 4,800 jobs, 16-yr lease from 2031, following GS/BAC Texas moves
D1 -0.5% · +5d -7.5%
Related — this ticker is not the subject
RelatedRegulation
Bank of America hit with $1.2 billion U.S. penalty
Treasury says the bank failed to timely report more than $5 billion in suspicious transactions, and the charge weighs on earnings reported today.
D1 -2.7% · since -0.5%
RelatedMarkets
Morgan Stanley reiterates $300 SpaceX target, calls shares “cheap and getting cheaper”
The latest note puts AI and Starship milestones back in focus as investors re-rate SpaceX
