Tag: stanley
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AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says
July 6 : Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI “hyperscalers” as well as consumer discretionary, transport and biotechnology shares. In a note dated Monday, the brokerage said hyperscalers �
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Global AI debt issuance to top $500 billion in 2026, Morgan Stanley says
June 10 : Morgan Stanley forecasts AI-related global debt issuance to more than double to nearly $570 billion in 2026, pointing to rising bond supply and credit market activity as hyperscalers turn to alternative funding sources to meet massive AI-driven capex needs.Here are some details:• Tech compa
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Apple’s AI Siri will be held back by aging devices, Morgan Stanley says
June 9 : Apple’s newly introduced AI Siri will have limited use across much of the company’s install base because older iPhones lack the capabilities to run advanced AI features, Morgan Stanley said in a research note on Tuesday.More than 850 million iPhones are incapable of running basic Apple Intelligence q
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Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040, WSJ reports
June 5 : Morgan Stanley is projecting that SpaceX’s revenue could reach $3.4 trillion in 2040, the Wall Street Journal reported on Friday, citing people familiar with the matter.The Wall Street giant is anticipating that revenue from SpaceX’s AI business will dramatically grow in the coming years, the report
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