The Art of Doing Financial Engineering
AI infrastructure’s $6.3 trillion financing gap is driving structured debt and asset-backed solutions, starting with Meta’s planned 5GW…
NYSE
Morgan Stanley
MS
3 stories
$294B Market cap · 2026-10-09
PAA Research on X
@YodeLeaheyWho Sorry yes, I always think of $MS as Musk's banker. $GS will have its hands full
PAA Research on X
This infographic looks hugely bearish to me and clearly I'm not the only one seeing it that way. That bar chart in the middle looks like a disaster as does allocating 30% of this deal to retail. Being multiple times oversubscribed is not what people want to hear at this point. How many guys put in orders expecting to get one-tenth or 1-20th of their ask? If those funds get filled at higher levels, you can expect $MS to really extend its balance sheet tomorrow to prevent this from breaking issue. Maybe the book really fills in over the next 30 hours, but usually if a deal's hot you would see stronger orders at this point. The $MS equity capital markets team has a long few days ahead. $SPCX
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