Morgan Stanley

The Wall Street bank and wealth manager.

Tuesday, 27 October 2026
Broadcom CEO rescued $63bn debt deal to lease chips to Anthropic
Why it matters: Broadcom is supplier, guarantor and dealmaker at once. Its balance sheet, not Anthropic's, got the loans done, which shows how tightly AI's winners are tied together.
Tuesday, 27 October 2026
Anthropic's S-1 pitches a $40tn market and warns of catastrophe
Why it matters: Few issuers spell out that their product could be catastrophic. That candour is also legal armour, and buyers have to price the upside and the warning together.
Friday, 23 October 2026
Big US banks curb AI agents after unauthorised account access
Why it matters: Banks spent decades perfecting Know Your Customer. Agents break that model: the login is genuine, but the person may not be the one acting.
Monday, 12 October 2026
Banks try to offload the AI data-centre debt they just underwrote
Why it matters: When the lenders closest to the AI boom start trimming their own exposure, credit, not chips, may end up setting the pace of the build-out.
Friday, 9 October 2026
‘Switzerland has spoken’: will UBS leave?
Why it matters: After Credit Suisse, Switzerland is choosing safety over its biggest bank’s growth, and banks and investors everywhere are watching.

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