The Latest Breaking News from Morgan Stanley

Prospects for data-center capex: booming. Prospects for the average human in this economy: "unremarkable."

Morgan Stanley has written many tariff diaries over the past nine months or so. It’s calling a peak in its latest.

CoreWeave stock slips as Blue Owl Capital reportedly fails to secure debt financing for data center project. But Morgan Stanley cautions against buying CRWV shares on Feb. 20.

Morgan Stanley raised its price target to $450 on Micron, citing raised estimates for earnings in 2026.

Big Tech companies are going all in on AI development, raising their projected capital expenditure to over $700bn (€590bn) this year, an increase of roughly 75% compared to 2025.

With earnings just around the corner, Cipher Mining is a name investors may want firmly on their radar screens.

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Following a significant plunge in software valuations, Morgan Stanley sees a rare buy-the-dip opportunity in resilient leaders like Atlassian, Shopify, and Palo Alto Networks.

Learn about what near-6% mortgage rates mean for buyers and homeowners and how to decide whether to purchase, refinance or wait.

Echoing Michael Burry, Morgan Stanley warns that hyperscalers face huge depreciation costs. This puts ORCL, GOOGL, MSFT, and META back in the spotlight.

Western Digital (WDC) has quietly staged a strong comeback over the past few months as investor enthusiasm around AI infrastructure and cloud storage continues to build. The data-storage specialist has benefited from rising demand for high-capacity drives, with Wall Street warming up to the idea that AI-driven data growth could...