Stock Movers

BlackRock Rises, Stellantis Gains, Morgan Stanley Jumps After Earnings

10 snips
Oct 15, 2025
BlackRock is making headlines with a massive $40 billion purchase of Aligned Data Centers, positioning itself in the booming AI sector. Stellantis plans to invest $13 billion in the U.S. over the next four years, aiming to strengthen its market presence and navigate tariff challenges. Meanwhile, Morgan Stanley's trading results exceeded expectations, outperforming its rivals and resulting in its biggest stock jump in six months. Tune in for insights on these market movers and their strategic shifts!
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INSIGHT

Big Bet On Data Centers And AI

  • BlackRock's Global Infrastructure Partners agreed to buy Aligned Data Centers for $40 billion, signaling heavy appetite for data-center assets tied to AI demand.
  • Microsoft and NVIDIA are partners in the deal, highlighting strategic industry alignment around AI infrastructure.
ANECDOTE

Insider Reaction Minimizes The Deal

  • Christina Kino recounts emailing Neil Sipes who downplayed the deal as "a drop in the bucket" for BlackRock despite its size.
  • The exchange illustrates how massive firms treat multibillion-dollar bets as routine in this market.
INSIGHT

Aligned's Scale Fuels Strategic Value

  • Aligned operates 50 campuses and 70 data centers across the U.S. and South America, making it a sizable platform for AI workloads.
  • The purchase underscores the premium investors place on physical infrastructure that supports AI growth.
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