Morgan Stanley forecasts global AI-tied debt issuance will more than double to nearly $570B in 2026, as hyperscalers seek alternative funding for AI capex needs
Morgan Stanley forecasts AI-related global debt issuance to more than double to nearly $570 billion in 2026, pointing to rising bond supply …
Sources: OpenAI is preparing to file confidentially for an IPO as early as May 22 and has a goal to be ready to go public as early as September
The artificial-intelligence giant is working with bankers at Goldman Sachs and Morgan Stanley — ChatGPT-maker OpenAI has been working …
Sources: OpenAI is preparing to file confidentially for an IPO as early as Friday; the company plans to be ready to go public as early as September
The artificial-intelligence giant is working with bankers at Goldman Sachs and Morgan Stanley — ChatGPT-maker OpenAI has been working …
Morgan Stanley: UK companies reported that AI led to 8% net job losses over the past year, above Japan's 7% and Germany's 4%; AI led to a 2% US net job gain
The UK is losing more jobs than it's creating because of artificial intelligence — and at a faster rate than its international peers.
Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week
That's enough AI music to last the run time of “Avatar.” — Video may have killed the radio star, but AI is starting to dance on its grave.
Morgan Stanley survey of audio habits in the US: 50% to 60% of listeners aged 18-44 reported listening to AI-generated music for 2.5 to 3 hours per week
That's enough AI music to last the run time of “Avatar.” — Video may have killed the radio star, but AI is starting to dance on its grave.
Morgan Stanley: ad tiers account for 30% of Netflix subscribers and 50% of Disney+ subscribers; ad tiers accounted for all US net subscriber additions in 2025
As streaming prices climb, ad-free subscribers are becoming a rarity. — A mass digital migration is taking place …
SMIC's Shanghai-listed shares are up 120% from a September 2024 low, outperforming Nvidia and TSMC, on an expected boost from China's chip self-reliance push
- SMIC has more than doubled in two months as market eyes Trump — Competition looms and valuation not attractive: Morgan Stanley
Morgan Stanley estimates Amazon is delivering half of its US packages, will soon pass UPS and FedEx in total volume, at a current rate of 2.5B packages a year
Michael Sheetz / CNBC :
Morgan Stanley estimates Amazon is delivering half of its US packages, will soon pass UPS and FedEx in total volume, at a current rate of 2.5B packages a year
- Amazon Logistics is the e-commerce giant's in-house logistics operation. — “Our AlphaWise analysis shows …