Morgan Stanley
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financeBig Tech's AI Spending to Outpace Pentagon Budget by 2027
Morgan Stanley projects Alphabet, Amazon, Meta, Microsoft, and Oracle will spend a combined $1.1 trillion on AI infrastructure, representing 3.2% of U.S. GDP by 2027.
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financeMorgan Stanley Slashes Oil Forecast as Strait of Hormuz Reopens
Morgan Stanley cut its oil price outlook dramatically, citing a US-Iran deal to restore Hormuz flows and weakening Chinese demand.
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financeSpaceX's Historic IPO Filing Sparks Confidential S-1 Submissions from OpenAI and Anthropic
Following SpaceX's massive IPO filing, AI leaders OpenAI and Anthropic have confidentially submitted their own prospectuses, setting up a potential trillion-dollar tech listing showdown.
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cryptoMorgan Stanley Introduces Lowest-Fee Ether and Solana ETFs
Morgan Stanley launches competitive Ether and Solana ETFs with the lowest fees in the market, aiming for strategic entry in a crowded space.
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financeMorgan Stanley Lowers ETF Fees for Ethereum and Solana
Morgan Stanley reveals the lowest fees for Ethereum and Solana ETFs, aiming for market competitiveness.
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financeMorgan Stanley Projects $2.9 Trillion AI Data Center Spending Through 2028
Morgan Stanley forecasts $2.9 trillion in global data center capex by 2028, highlighting a $1.5 trillion financing gap and significant private credit exposure to AI infrastructure growth.
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cryptoMorgan Stanley Targets Crypto Fee War With Amended Ethereum and Solana ETF Filings
Morgan Stanley files amended S-1s for spot Ethereum and Solana trusts featuring industry-low 0.14% fees and a unique staking structure retaining 95% of rewards for shareholders.
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techApple CEO Tim Cook Warns AI Chip Costs Make Price Hikes Unavoidable
Outgoing Apple CEO Tim Cook confirms product price increases are inevitable as AI-driven memory chip costs surge sixfold, squeezing margins ahead of the iPhone 18 launch.