Morgan Stanley
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Market Intelligence & News
Morgan Stanley Says AI Adoption Has Barely Started: 'We're at the National Anthem'
NVIDIA Corp. has become the world’s largest company as AI infrastructure spending surges, but Morgan Stanley says the corporate adoption cycle that comes next has only just started. “We’re at the national anthem” when it comes to AI adoption, Dan...
Morgan Stanley Sees a 33-GW AI Power Shortfall. These 2 Stocks Could Help Fill It
Morgan Stanley has put a number on one of the AI boom’s most awkward constraints: the United States could face a roughly 33-gigawatt power shortfall through 2028 even after accounting for onsite generation and other accelerated power solutions. The bank’s September analysis points toward behind-the-meter generation and equipment suppliers as part of the bridge. Two […]
Morgan Stanley says AI agents could boost, not threaten, call-center firms
Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.
6 ‘Moonshot’ Biotech Stocks That Offer Big Risks, Bigger Rewards
Morgan Stanley highlights high-risk, high-reward biotech stocks poised for massive upside following key upcoming clinical readouts.
These ‘Moonshot’ Biotech Stocks Could Break Out, Morgan Stanley Says. What Must Go Right.
Morgan Stanley highlights high-risk, high-reward biotech stocks poised for massive upside following key upcoming clinical readouts.
Goldman, Morgan Stanley Ride $17.2B China Tech Boom as AI Truce Odds Sit at 10%
As Wall Street plays both sides in the U.S.-China AI competition, Polymarket traders doubt any slowdown in AI development.
Tempus AI Sees Pricing, Data Growth Fueling Long-Term Expansion
Tempus AI (NASDAQ:TEM) Founder and CEO Eric Lefkofsky said the company’s second-quarter performance was supported by continued demand for comprehensive genomic profiling and growth in its data-licensing business. Speaking at Morgan Stanley’s Global Healthcare Conference, Lefkofsky said the diagnost
Here Are Morgan Stanley's New Top Stock Picks For The Next 12-Months
Morgan Stanley unveils 2027 'Vintage Values' roster after 2026 roster outperforms S&P 500.
How Investors Are Reacting To Pfizer (PFE) Easing Policy Pressures And New HHS Revenue-Sharing Deal
Earlier this month, Pfizer’s CEO Albert Bourla told investors at Morgan Stanley’s Global Healthcare Conference that major headwinds such as tariffs, drug-pricing pressures, declining COVID-19 sales and upcoming patent expiries are beginning to ease, supported by cost actions and a growing mix of newer therapies. At the same time, Pfizer’s agreement to share a portion of any additional overseas pricing revenue with the U.S. Department of Health and Human Services, alongside management’s...
Morgan Stanley Maintains Overweight on CrowdStrike Holdings, Raises Price Target to $254
Morgan Stanley analyst Keith Weiss maintains CrowdStrike Holdings (NASDAQ:CRWD) with a Overweight and raises the price target from $238 to $254.
Congressional Trades in $MS
Insider Trades (Form 4)
MITSUBISHI UFJ FINANCIAL GROUP INC
MITSUBISHI UFJ FINANCIAL GROUP INC
Key People
MITSUBISHI UFJ FINANCIAL GROUP INC
10% Owner
Political Giving
$2,235,335 given to 54 candidates across 232 disclosed contributions (FEC Schedule A).
Josh Gottheimer
Lois Frankel
Ann Wagner
Darin McKay LaHood
Bradley S. Schneider
Brad Sherman
Linda T. Sanchez
James French Hill
Suzan K. DelBene
Terri A. Sewell
Judy Chu
Thomas Suozzi
Nicole Malliotakis
Hakeem S. Jeffries
Kevin Hern
Bill Hagerty
Lisa McClain
John B. Larson
Adrian Smith
Vicente Gonzalez
+ 34 more recipients not shown.
Factual Connections
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