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Tuesday, 28 January 2025

Sources: some banks led by Morgan Stanley are in talks to sell up to $3B of senior secured debt tied to Twitter's buyout, boosted by a claim to a ~$6B xAI stake (Bloomberg)

Bloomberg:
Sources: some banks led by Morgan Stanley are in talks to sell up to $3B of senior secured debt tied to Twitter's buyout, boosted by a claim to a ~$6B xAI stake  —  - Morgan Stanley leads lenders selling debt tied to X buyout  — Creditors said to be told they'll have claim to AI stake



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...