Technology News Technology And Inflation Focus On Productivity Morgan Stanley

Morgan Stanley sees $3 trillion in AI investment through 2028

Morgan Stanley’s Mapping AI’s Circularity note highlights the early stages of a massive investment cycle in artificial intelligence (AI), with global spending expected to approach $3 trillion by 2028. Read More

Morgan Stanley’s Tech Boss Says AI Coding Has ‘Profound’ Impact

Morgan Stanley’s use of artificial intelligence has already changed how coders do their jobs and is having “a pretty profound impact” on software development, according to Mike Pizzi, the firm’s ... Read More

Morgan Stanley sees the AI productivity boom adding $16 trillion to the stock market's value

The S&P 500 could gain as much as $16 trillion in value as AI turbocharges productivity, Morgan Stanley said. Strategists said agentic AI and humanoid robots could lead to huge benefits for companies. Read More

Micron’s stock has doubled this year. Why Morgan Stanley is finally upgrading it.

Better late than never,” a Morgan Stanley analyst says as he cheers booming memory prices that could drive “substantially higher earnings power” for Micron. Read More

Morgan Stanley sees the AI productivity boom adding $16 trillion to the stock market's value

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