Morgan Stanley: Spending Could Hit 1.4T by 2028 Forecast
Morgan Stanley raises its AI capital expenditure forecast to as much as 1.4 trillion by 2028, while about 60% of spen...
Morgan Stanley
Explore four Morgan Stanley articles on markets, tariffs, AI, and company notes. See practical takeaways that could influence your investments and daily finances.
47 articlesMorgan Stanley Warns Europe Falls Behind AI Race, 2026 Update
A new Morgan Stanley analysis says Europe trails the United States in AI spending, with seven U.S. hyperscalers expec...
Morgan Stanley (MS) 2026 Earnings Outlook: Key Trends
Morgan Stanley's 2026 outlook hinges on wealth management growth, trading environment, and disciplined capital manage...
Morgan Stanley Plans Bring Crypto Custody In-House Lending
Morgan Stanley won preliminary approval to build an internal digital-asset bank. The plan would bring custody, stakin...
Morgan Stanley Destroys Bear Case Against Nebius AI Rally
Morgan Stanley's latest bottom up view argues that AI infrastructure demand will outpace supply, turning the Nebius s...
Morgan Stanley Drops Billion Bombshell: AI Factories?
Morgan Stanley reveals a sharper cost curve for AI data centers, suggesting only a few players can fund the next wave...
JPMorgan, Morgan Stanley, Bank: Three Paths Forward
Three giants of U.S. banking posted strong Q1 results, yet each faces a different market reality. JPMorgan sits near ...
Rocket Lab Bull-Case Target $293 Sparks Debate
Morgan Stanley elevates Rocket Lab's bull-case to $293, underscoring potential upside even as the stock retreats in a...
Chip Pullback Ushering Bumpy Market Prompts Sector Bets
Morgan Stanley argues that a selective rotation is underway as the chip pullback ushering bumpy market reshapes leade...
Morgan Stanley vs JPMorgan: Which Bank Is a Buy This Year
Two blue-chip banks report divergent 2026 results: Morgan Stanley leans on wealth advisory, while JPMorgan runs a uni...
Morgan Stanley Paired Dividend and Buyback: A Closer Look
Morgan Stanley just boosted its payout while re-upping a massive buyback. This article breaks down what the paired di...
Morgan Stanley’s CIO: Chip Rally Signals Liquidity Peak
Chip stocks rise on liquidity-driven rotations, but Morgan Stanley’s CIO cautions this may be near peak rather than a...