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[Morgan Stanley](/topic/morgan-stanley)

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"Morgan Stanley Reiterates Overweight on Liberty Formula One ( $FWONK ) Amid F1-Apple TV Deal Report Overview - Morgan Stanley's October XX 2025 note reaffirms an **Overweight** rating on Liberty Formula One Group ( $FWONK current price $XXXXX PT $110) following the surprise five-year U.S. media rights agreement between Formula X (F1) and Apple TV valued at $150M annually starting in 2026. - The deal which includes bundling F1 TV Premium/Pro tiers into Apple TV+ subscriptions replaces the expiring three-year ESPN pact ($75M AAV). - Authors Benjamin Swinburne Erik Woodring and Daniel Duran view"  
[X Link](https://x.com/fightoracle/status/1980262230038814897) [@fightoracle](/creator/x/fightoracle) 2025-10-20T13:18Z 15.7K followers, 1375 engagements


"📈 Goldman Sachs is forming a new infrastructure and real asset finance group to fund AI data centers power and chips and it plans to place that debt with investors. Morgan Stanley projects around $3T by 2028 in spending for chips servers and data centers driving this surge in infrastructure financing. This expansion makes sense because AI infrastructure needs large long-term capital and institutional investors are eager to fund those assets. --- wsj .com/finance/goldman-sachs-pursues-bigger-share-of-ai-infrastructure-financing-boom-44b72b45"  
[X Link](https://x.com/rohanpaul_ai/status/1980262185252040969) [@rohanpaul_ai](/creator/x/rohanpaul_ai) 2025-10-20T13:17Z 103.4K followers, 1628 engagements


"$OPEN just got a big vote of confidence Morgan Stanley hiked the price target from $2s to $X. Thats nearly a 3x jump in expectations. 🔥 Analyst Matthew Cost kept an Equal Weight rating but the message is clear sentiment is shifting. $UNH $AMZN $SPY $BGM $BKKT $AIFU"  
[X Link](https://x.com/subaru_wrx0219/status/1980259465061429743) [@subaru_wrx0219](/creator/x/subaru_wrx0219) 2025-10-20T13:07Z XXX followers, XXX engagements


"Were at that part of the cycle where the Morgan Stanley $OPEN analyst admits theres limited fundamental justification for recent outperformance but upgrades anyway because the company can raise capital from an enthusiastic shareholder base. Hes literally fueling the very enthusiasm hes citing 🤦♂"  
[X Link](https://x.com/ACapitalLP/status/1980257319851028868) [@ACapitalLP](/creator/x/ACapitalLP) 2025-10-20T12:58Z 9187 followers, 2453 engagements