Morgan Stanley
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Morgan Stanley: Oracle's financing path is clearer, maintains $210 target price
Morgan Stanley maintains a "Market Perform" rating and a $210 price target, noting that the funding and returns framework has become clearer. The key going forward will be timely capacity delivery and sustained profit margins.
Market
Oracle
Kalshi Completes $1 Billion Series G Funding, Led by Sequoia Capital and Wellington Management
Kalshi co-founder and CEO Tarek Mansour announced that Kalshi has completed a $1 billion Series G funding round, led by Sequoia Capital and Wellington Management. Other investors participating in the round include Baillie Gifford, Morgan Stanley Investment Management, Coatue Management, and Andreessen Horowitz, at a valuation of $40 billion. (The New York Times)
Kalshi
Yesterday, Ethereum spot ETFs recorded a net outflow of $21.38 million.
According to data released by Trader T (@thepfund), Ethereum spot ETFs recorded a net outflow of $21.38 million yesterday, narrowing from the $60.22 million outflow on October 27. BlackRock ETHA posted a net outflow of $44.8 million, serving as the day's primary outflow source, while Fidelity FETH saw a net inflow of $18.78 million, Grayscale Mini Trust Ethereum recorded a net inflow of $3.62 million, and Morgan Stanley MSSE registered a net inflow of $1.02 million. Net flows for the remaining products, including Grayscale ETHE, BlackRock Staked ETHB, Bitwise ETHW, and VanEck ETHV, were all zero for the day.
Bitwise
ETHA Lend
Ethereum
EthereumPoW
Grayscale
Staked
Morgan Stanley: Corning earnings forecast upgraded, target price cut to $155
Morgan Stanley assesses that the delivery of new production capacity has met high market expectations, and further valuation appreciation will require support from improved profit margins.
Brazilian Market Plunge Draws Bargain Hunters? Wall Street Split on Direction
Odaily reports: Brazilian President Lula's re-election result caught investors off guard. Brazilian markets suffered a sharp selloff at one point, with the real falling about 8% against the US dollar, the largest single-day drop in more than 20 years. However, after the market plunge, Wall Street institutions have diverged in their attitudes toward Brazilian assets: Citigroup closed out bullish positions, Morgan Stanley downgraded Brazilian equities, and JPMorgan also cut its allocation recommendation for the real and local-currency rates; but Wells Fargo believes the market reaction was overdone and recommends buying the real on dips, while GQG Partners is also preparing to buy after the market panic.Some investors believe the pullback in Brazilian asset prices has created investment opportunities, but fiscal risks are still weighing on the market, and investors are waiting for the Lula government to announce its economic team and fiscal plan to judge whether it can push forward fiscal adjustment. Although the real rebounded for two consecutive trading days after the plunge, Brazilian equities continued to fall, and the market has not yet formed a clear reversal signal. (Bloomberg)
Market
Street
摩根大通
Morgan Stanley: Real Yields Surge, Gold Price Holds $4,000, Supported by Central Bank and ETF Buying
Morgan Stanley assessed that surging real yields did not weigh down gold prices, attributing the gap to structural demand from central bank purchases and ETF inflows, with global gold ETF inflows hitting a record $31 billion in Q3.
Price
Surge
Surge
Surge
Surge
Morgan Stanley: US Stocks Must Clear Three Major Hurdles Before Next Rally
Morgan Stanley analyst Mike Wilson believes the U.S. stock market pullback that began in June is entering its final stage, but the S&P 500 index may still need to drop to the 7,100 to 7,200 range before a more sustained rally can begin.
June
Major
Rally
Rally
Rally
Four Major U.S. Financial Institutions Team Up to Launch $63 Billion Financing Plan to Expand Anthropic's AI Computing Capacity
According to a Blackstone Group announcement, Bank of America, Blackstone Group, Citigroup, and Morgan Stanley have jointly announced a $63 billion financing transaction aimed at supporting Anthropic's deployment of AI compute infrastructure. The transaction will be executed through a newly established special purpose vehicle (SPV), which will purchase Broadcom’s XPU AI accelerators and network solutions and lease them to Anthropic for use. The financing will be divided into senior debt and subordinated debt portions, with Bank of America, Citigroup, and Morgan Stanley arranging the senior debt financing, while Blackstone Group will exclusively provide the committed subordinated debt financing. Broadcom will provide residual value support for the portion equivalent to the senior debt financing amount.
Major
In the past 3 days, 80.22 BTC flowed in, with Morgan Stanley's Bitcoin ETF wallet seeing cumulative inflows of approximately $6.45 million
Odaily Report: According to Onchain Lens monitoring, the Morgan Stanley Bitcoin ETF wallet (bc1qt...vdqg) received 51.57 BTC from Coinbase Prime, worth approximately $4.12 million. Over the past 3 days, the wallet has seen cumulative inflows of 80.22 BTC, worth approximately $6.45 million.
Bitcoin
Coinbase
Onchain
After a 9-day gap, Morgan Stanley's MSBT ETF purchased 28.65 bitcoins worth $2.33 million from Coinbase Prime
According to Onchain Lens monitoring, Morgan Stanley's MSBT ETF bought another 28.65 bitcoins worth $2.33 million from Coinbase Prime after a 9-day gap. The related address is bc1qt...jvdqg.
Coinbase
Onchain
Market selling pressure begins to erode institutional demand? Bitcoin ETF sees largest single-day net outflow since June
Odaily reports: U.S. spot Bitcoin ETFs saw a net outflow of $635.6 million on Thursday, the largest single-day net outflow since June. Among them, BlackRock's IBIT saw a net outflow of $254.1 million, Fidelity's FBTC saw a net outflow of $217.5 million, and Ark Invest and 21Shares' ARKB saw a net outflow of $109.4 million. Morgan Stanley's MSBT bucked the trend with a net inflow of $2.3 million; since its launch in April this year, the fund has recorded only one single-day net outflow.Despite the large outflow on Thursday, U.S. spot Bitcoin ETFs still recorded cumulative net inflows of $442.7 million this week. Since their launch in January 2024, such ETFs have accumulated more than $57 billion in net inflows, with assets under management exceeding $100 billion. Meanwhile, U.S. spot Ethereum ETFs saw a net outflow of $110.6 million on Thursday, Solana and Hyperliquid ETFs also saw outflows, while XRP ETFs recorded a net inflow of $3.6 million.In the market, Bitcoin fell to about $81,500 at one point on Friday, down 3.4% over the past 24 hours. The selloff in U.S. tech stocks spread to Asian markets, compounded by concerns over AI spending and geopolitical tensions, weighing on crypto market performance. Over the past 24 hours, liquidations of leveraged positions in the crypto market totaled at least $440 million, of which about $397 million were long liquidations. Jeff Anderson, head of STS Digital's U.S. division, said the market has recently remained in a trading range of $80,000 to $86,000, and attention should be paid to the direction of a breakout from the range. (The Block)
21Shares
Ark
Ark
Bitcoin
Block
Ethereum
Yesterday, Bitcoin spot ETFs recorded a net outflow of $635.54 million.
According to data released by Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $635.54 million yesterday. Among them, BlackRock's IBIT saw a net outflow of $254.1 million, Fidelity's FBTC had a net outflow of $217.46 million, ARK's ARKB recorded a net outflow of $109.43 million, Grayscale's GBTC posted a net outflow of $29.53 million, and Bitwise's BITB experienced a net outflow of $27.35 million. Morgan Stanley's MSBT saw a net inflow of $2.33 million, while net flows for the remaining listed funds were zero.
Ark
Ark
Bitcoin
Bitwise
Grayscale
IBIT
Yesterday, Ethereum spot ETF net inflows reached $14.98 million, with year-to-date cumulative net inflows totaling $699.6 million.
According to data from Trader T (@thepfund), Ethereum spot ETFs recorded a net inflow of $14.98 million yesterday, bringing the year-to-date cumulative net inflow to $699.6 million since the start of 2026, while the month-to-date figure remains at a net outflow of $1.07 billion. On the previous trading day (October 20), there was a net outflow of $26.12 million, marking a reversal from outflows to a slight net inflow for the day. By product: • BlackRock ETHA: Net outflow of $29.3 million • Grayscale Mini Trust ETH: Net inflow of $28.07 million • Fidelity FETH: Net inflow of $13.03 million • Morgan Stanley MSSE: Net inflow of $1.34 million • Franklin EZET: Net inflow of $940,000 • Bitwise ETHW: Net inflow of $890,000 • Grayscale ETHE, BlackRock ETHB, VanEck ETHV, 21Shares TETH, Invesco QETH: No net inflows or outflows.
21Shares
Bitwise
ETHA Lend
Ethereum
EthereumPoW
Franklin
Yesterday, Bitcoin spot ETFs recorded a net inflow of $528.41 million, with a year-to-date cumulative net inflow of $1.39 billion.
According to Trader T (@thepfund), total net inflows into Bitcoin spot ETFs amounted to $528.41 million yesterday, bringing the monthly cumulative net inflow to $463.3 million, with the year-to-date cumulative net inflow for 2026 reaching $1.39 billion. • BlackRock IBIT: Net inflow of $235 million • Fidelity FBTC: Net inflow of $212.71 million • Grayscale GBTC: Net inflow of $32.59 million • Bitwise BITB: Net inflow of $19.23 million • ARK ARKB: Net inflow of $9.79 million • Grayscale Mini Trust BTC: Net inflow of $8.21 million • Franklin EZBC: Net inflow of $7.31 million • Valkyrie BRRR: Net inflow of $3.57 million • VanEck HODL, Morgan Stanley MSBT, Invesco BTCO, WisdomTree BTCW: No inflows or outflows.
Ark
Ark
Bitcoin
Bitwise
BRRR
Franklin
Morgan Stanley: AI Capex Hits $1.58 Trillion, Powers a Quarter of S&P 500 Growth
Morgan Stanley estimates that AI capital expenditure growth will fall from approximately 100% in 2026 to around 60% in 2027 and roughly 14% in 2028, with the absolute scale continuing to rise, as the S&P500 expansion is no longer driven solely by AI.
Morgan Stanley: HDD spot prices are 4 to 7 cents per GB, yet the market is pricing them at peak levels.
Morgan Stanley assesses that the market's 8x P/E multiple for HDDs implies a cycle peak in FY28, which is overly punitive; spot prices of 4 to 7 cents/GB and a 400EB supply shortfall in CY27/CY28 do not support a peak.
Kalshi and Polymarket Combined July Trading Volume Hits $53 Billion as US Midterms Approach
Odaily reports: Prediction market platforms Kalshi and Polymarket expanded ahead of the US midterm elections in November, with combined monthly trading volume reaching $53 billion in July, more than double the $26 billion recorded in May, with trading concentrated primarily in sports.Political trading accounted for a relatively small share, with Polymarket averaging about $2 billion per month this year and Kalshi under $300 million; as of July, trading volume around which party controls the House and Senate had exceeded $30 million.The US Commodity Futures Trading Commission (CFTC) had previously prohibited Kalshi from listing congressional control contracts and at one point proposed classifying election contracts as gambling. The agency withdrew the relevant proposal in February and on June 10 published a structured event contract framework proposal that would not classify elections as gambling. Kalshi launched its Midterms Hub the same month, displaying traders' implied probabilities for individual districts alongside polling averages.Chuck Todd, former NBC News political director and former host of Meet the Press, will host the NEXTPredict summit in New York on October 22–23. He said he hopes to understand the extent to which pollsters and prediction markets need and influence each other, and whether trading is used for hedging or entertainment. Research by the Anti-Corruption Data Collective found that a $3,500 bet could move 97% of midterm election-related market prices by at least 5 cents; Morgan Stanley, after studying more than 72 million Kalshi trades, found that prices closely tracked outcomes. (Decrypt)
Collective
Decrypt
June
Kalshi
Polymarket
AI chip startup Tenstorrent completes $1.5 billion Series E funding round, post-money valuation reaches $6.2 billion
According to an official announcement from Tenstorrent, the company has completed a $1.5 billion Series E financing round, with a post-money valuation of $6.2 billion. Led by Trace Capital and Innovation X, the round saw participation from both new and existing investors, including Agostinelli Group, ARK Invest, Cadence Ventures, Fidelity Management & Research Company, Morgan Stanley, Sandisk, Tether Investments, T. Rowe Price, Virtu Financial, and XTX Markets.
Ark
Ark
Company
Price
Tether
Goldman Sachs, Wells Fargo, and Morgan Stanley see tokenization as a growth opportunity, but none provided revenue expectations
Odaily reports: On their Q3 earnings calls, Goldman Sachs, Wells Fargo, and Morgan Stanley said they view tokenization as a business growth opportunity, but none provided related revenue expectations. Goldman Sachs is exploring expanding its use of DTCC's tokenization services; Wells Fargo has used tokenized deposits to process cross-border payments, with funds able to reach recipient accounts within two minutes, and is exploring tokenized securities, RWA, and crypto trading services for wealth management clients; Morgan Stanley said tokenization can accelerate and simplify asset transfers, but clients still need investment advice.
ALLO
RWA Inc.
Xend Finance
Yesterday, US Ethereum spot ETFs saw a net outflow of $60.24 million.
According to data monitored by Trader T, U.S. spot Ethereum ETFs recorded a single-day net outflow of $60.24 million on October 15. Specifically, BlackRock’s ETHA saw a net outflow of $44.4 million, Grayscale’s ETHE recorded a net outflow of $18.28 million, Fidelity’s FETH had a net inflow of $2.44 million, while the remaining eight ETFs, including Grayscale Mini Ethereum Trust and Morgan Stanley’s MSSE, posted a net flow of zero for the day.
ETHA Lend
Ethereum
Grayscale
贝莱德