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Browsing Tag

Morgan Stanley

197 posts
AArtificial intelligence
This Tech Giant Is Investing Billions in AI. Here’s Why It Could Pay Off.
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This Tech Giant Is Investing Billions in AI. Here’s Why It Could Pay Off.

  • July 31, 2026
Quick Read GOOG trades at 15x forward earnings despite Google Cloud’s 82% growth and 34% operating margins, cheap…
BBusiness
Reformation IPO: (REF) starts trading on NYSE
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Reformation IPO: (REF) starts trading on NYSE

  • July 30, 2026
Reformation Inc. signage as traders work during the company’s initial public offering (IPO) on the floor of the…
AArtificial intelligence
Amazon (AMZN) Q2 earnings report 2026
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Amazon (AMZN) Q2 earnings report 2026

  • July 30, 2026
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025. Michael…
PPersonal finance
Wealth managers face a new challenger: their clients’ AI chatbots
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Wealth managers face a new challenger: their clients’ AI chatbots

  • July 30, 2026
Boy Wirat | Istock | Getty Images A version of this article first appeared in CNBC’s Inside Wealth…
SSpace
SpaceX at $100 could mean investors see zero value in its AI
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SpaceX at $100 could mean investors see zero value in its AI

  • July 28, 2026
The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning…
SSpace
SpaceX Is $15 Away From A ‘Worthless’ AI Business Says Morgan Stanley
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SpaceX Is $15 Away From A ‘Worthless’ AI Business Says Morgan Stanley

  • July 26, 2026
SpaceX’s logo is visible on a building at the company’s South Texas facility in Cameron County, Texas, on…
AArtificial intelligence
U.S. Memory Stock Pullback May Offer Investors a Fresh Buying Opportunity
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U.S. Memory Stock Pullback May Offer Investors a Fresh Buying Opportunity

  • July 25, 2026
Artificial intelligence in hand ©Shutterstock Morgan Stanley believes the recent decline in U.S. memory stocks has created an…
AArtificial intelligence
What is a supernode, and why does it matter for the China-US tech rivalry?
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What is a supernode, and why does it matter for the China-US tech rivalry?

  • July 25, 2026
As the size of artificial intelligence models expands beyond 1 trillion parameters, a new concept is dominating the…
SSpace
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says

  • July 24, 2026
(Bloomberg) — The selloff in SpaceX shares has driven the stock near a level that would imply investors…
SSpace
Predicting SpaceX's Valuation at the End of 2026
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Predicting SpaceX’s Valuation at the End of 2026

  • July 23, 2026
When it comes to analyst price targets for Space Exploration Technologies (NASDAQ: SPCX), you’re going to find a…
SSpace
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
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Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch

  • July 23, 2026
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of  “Inside India” —…
SSpace
Morgan Stanley Projects the Space Economy Could Reach $1 Trillion in the Coming Decades. 3 Companies Positioned to Benefit.
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Morgan Stanley Projects the Space Economy Could Reach $1 Trillion in the Coming Decades. 3 Companies Positioned to Benefit.

  • July 22, 2026
With high-profile launches and increased investments, the space economy appears to be entering a growth phase. And although…
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