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Investors are selling American assets over fears of a swelling budget deficit. Morgan Stanley says the trend is unsustainable ...
The Wall Street bank turned an idea from its Eaton Vance acquisition into a time-saving automation for responding to ...
But Morgan Stanley dismissed concerns of lower AI spending, citing continued demand for chips. "We have been highlighting this strong inference demand recently but it continues to get stronger ...
Morgan Stanley's report highlights that 2024 was led by AI infrastructure, while 2025 will shift to Agentic AI, emphasising ...
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Meta Says Its Numbers Show that AI Spending Is Paying OffPeople are spending more time on Meta’s apps as a result of improvements ... citing Meta's “tangible business results” from AI. Morgan Stanley analysts, who raised their target to $650 from $615 said ...
As Congressional lawmakers consider President Trump's tax and budget plan, Morgan Stanley Wealth Management's head of US ...
The furious comeback in US equities from the depths of last month’s rout is poised to come to a halt, according to Morgan ...
Investing.com -- Morgan Stanley moved Taiwan Semiconductor Manufacturing back to a top pick, citing strong AI-driven capital spending from major tech firms and the easing of several key concerns.
The furious comeback in US equities from the depths of last month’s rout is poised to come to a halt, according to Morgan Stanley’s Lisa ... development of Chinese AI startup DeepSeek, which ...
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