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#morganstanley — Public Fediverse posts

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  1. RT @wccftech: Googles „Frozen V2“-TPU schaltet SRAM direkt in den Siliziumchip ein und verzichtet für Gemini auf TSMCs CoWoS-Verpackungstechnologie. wccftech.com/googles-frozen-… Link Googles „Frozen V2“-TPU schaltet SRAM direkt in den Siliziumchip ein und verzichtet für Gemini auf TSMCs CoWoS-Verpackungstechnologie. Morgan Stanley erwartet die frühe Produktion im kommenden Jahr und einen vollständigen Produktionshochlauf bis 2028, wobei Marvell als möglicher Partner im Gespräch ist. wccftech.com

    mehr auf Arint.info

    #Gemini #Google #Marvell #MorganStanley #Silicon #TPU #arint_info

    https://x.com/wccftech/status/2081827263042228465#m

  2. 📊 AI-бум повертається на Волл-стріт, і банки фіксують рекордні доходи. UBS називає повернення лідерства AI-акцій своєю головною темою, а Morgan Stanley звітує про рекордний прибуток, який підігріла саме AI-лихоманка. Водночас BlackRock досяг історичної позначки в $15 трлн активів під управлінням, що свідчить про величезний приплив капіталу в ринки.

    Парадокс у тому, що фондовий ринок раліює на тлі сповільнення інфляції — оптові ціни впали вперше за 10 місяців, хоча все ще залишаються надто високими. А от криптоактиви BlackRock впали на 39%, попри нетто-притоки в $15 млрд — це нагадує, що навіть найбільші гравці не застраховані від волатильності цифрових активів.

    Ключовий принцип: коли інституційний капітал обирає AI, а не крипту, ринок сигналізує про зміну пріоритетів. Для інвестора це привід уважніше дивитися на компанії, які монетизують штучний інтелект, а не просто спекулюють на хайпі.

    #AI #SP500 #BlackRock #MorganStanley #Інвестиції #Аналітика #ФРС

    #virgroup

    vir.group/post/116924116815202

  3. Bloomberg: #Futures signal a bounce in #tech #stocks as US traders return from the long weekend. #Equities will struggle to reach new highs as investors rotate out of #chipstocks and toward laggards, #MorganStanley strategists say.

  4. Oil prices steady amid US-Iran talks, set for biggest quarterly loss since 2020

    Listen to this article Summary: – Oil prices were little changed as investors watched U.S.-Iran diplomatic efforts and…
    #NewsBeep #News #BreakingNews #aig #breakingnews #Brentcrude #Commodities #DonaldTrump #energymarkets #Iran #MorganStanley #oilprices #pr #Qatar #risk #StraitofHormuz #UnitedStates #WestTexasIntermediate
    newsbeep.com/619492/

  5. #MorganStanley has doubled its #forecast for #China’s #humanoidrobot shipments this year to 50,000 units, driven by faster commercialisation. The bank projects the market to reach $2 billion this year and grow to $15 billion by 2030, with annual shipments reaching 446,000 units. This growth is fuelled by China’s push to dominate the industry, with domestic manufacturers scaling production and deploying #robots in #realworldsettings. cnbc.com/2026/06/24/morgan-sta #tech #media #news

  6. #MorganStanley has doubled its #forecast for #China’s #humanoidrobot shipments this year to 50,000 units, driven by faster commercialisation. The bank projects the market to reach $2 billion this year and grow to $15 billion by 2030, with annual shipments reaching 446,000 units. This growth is fuelled by China’s push to dominate the industry, with domestic manufacturers scaling production and deploying #robots in #realworldsettings. cnbc.com/2026/06/24/morgan-sta #tech #media #news

  7. “Those looking for signs of stumbling ( #MarketCrash ) may have found confirmation after a series of developments on Monday. The stock market drop started when #Google -parent, #Alphabet, had its worst day on the market in over a year. A pair of high-profile #AIResearchers left the company last week, worrying investors. Alphabet’s share price had dropped 5% by closing Monday.

    #ElonMusk’s #SpaceX, which debuted on the market on 12 June to much fanfare, dropped 16% on Monday as the company’s post-initial public offering (IPO) boost continued to ebb. On Monday, the company announced it is looking to raise $20bn in a bond sale, even after the company gained more than $85bn through its IPO, sparking concerns over the massive cost of the company’s projects.

    #SpaceX is not yet part of the #Nasdaq indices, but the fact that it is jumping on the bond train to fund excessive #AI and infrastructure spending revives earlier concerns that #BigTech may be spending too much on #AIInfrastructure and increasingly financing that spending through debt,” said Ipek Ozkardeskaya, a senior analyst at Swissquote, noting that #MorganStanley has estimated that AI-related #borrowing will surpass $500bn this year”

    The economic-soothsayers are concerned. 🧙‍♂️🧙‍♀️

    <theguardian.com/business/2026/>

  8. “Those looking for signs of stumbling ( #MarketCrash ) may have found confirmation after a series of developments on Monday. The stock market drop started when #Google -parent, #Alphabet, had its worst day on the market in over a year. A pair of high-profile #AIResearchers left the company last week, worrying investors. Alphabet’s share price had dropped 5% by closing Monday.

    #ElonMusk’s #SpaceX, which debuted on the market on 12 June to much fanfare, dropped 16% on Monday as the company’s post-initial public offering (IPO) boost continued to ebb. On Monday, the company announced it is looking to raise $20bn in a bond sale, even after the company gained more than $85bn through its IPO, sparking concerns over the massive cost of the company’s projects.

    #SpaceX is not yet part of the #Nasdaq indices, but the fact that it is jumping on the bond train to fund excessive #AI and infrastructure spending revives earlier concerns that #BigTech may be spending too much on #AIInfrastructure and increasingly financing that spending through debt,” said Ipek Ozkardeskaya, a senior analyst at Swissquote, noting that #MorganStanley has estimated that AI-related #borrowing will surpass $500bn this year”

    The economic-soothsayers are concerned. 🧙‍♂️🧙‍♀️

    <theguardian.com/business/2026/>

  9. Iran deal won’t solve oil supply issues overnight. Barclays keeps $100 forecast

    The Strait of Hormuz is expected to reopen Friday after a peace deal is signed by the U.S.…
    #NewsBeep #News #BreakingNews #@LCO26Q #@LCO26X #BarclaysPLC #breakingnews #businessnews #CitigroupInc #GoldmanSachsGroupInc #ICEBrentCrude(Oct&#x27;25) #Investmentstrategy #Iran #MorganStanley #Stockmarkets #UnitedStates
    newsbeep.com/595693/

  10. L'intelligenza artificiale non sta solo cambiando la tecnologia: sta ridisegnando anche i mercati finanziari.

    Secondo #MorganStanley, nel 2026 le emissioni globali di #debito legate all'#AI potrebbero superare i 570 miliardi di dollari. Già nei primi cinque mesi dell'anno sono stati raccolti circa 236 miliardi, quattro volte i livelli registrati nello stesso periodo del 2025.

    Dietro questi numeri c'è una realtà molto chiara: la corsa all'AI richiede investimenti colossali 1/n
    @attualita

  11. L'intelligenza artificiale non sta solo cambiando la tecnologia: sta ridisegnando anche i mercati finanziari.

    Secondo #MorganStanley, nel 2026 le emissioni globali di #debito legate all'#AI potrebbero superare i 570 miliardi di dollari. Già nei primi cinque mesi dell'anno sono stati raccolti circa 236 miliardi, quattro volte i livelli registrati nello stesso periodo del 2025.

    Dietro questi numeri c'è una realtà molto chiara: la corsa all'AI richiede investimenti colossali 1/n
    @attualita

  12. Projected Semiconductor Surge Lacks Direct Corroboration In Provided Material

    Morgan Stanley's $1.5 trillion semiconductor market forecast for 2030 lacks proof in provided fashion and car company details. Find out why.

    #SemiconductorMarket, #MorganStanley, #MarketForecast, #FinancialNews, #InformationDiscrepancy

    newsletter.tf/morgan-stanley-c

  13. Morgan Stanley has hired Societe Generale's former head of sales to Japan's regional financial firms as competition picks up among global banks pursuing business from small local lenders. japantimes.co.jp/business/2026 #business #companies #morganstanley #societegenerale #banks

  14. Morgan Stanley has hired Societe Generale's former head of sales to Japan's regional financial firms as competition picks up among global banks pursuing business from small local lenders. japantimes.co.jp/business/2026 #business #companies #morganstanley #societegenerale #banks

  15. Morgan Stanley 派中國專用裝置予港投行員工 供返中國大陸工作時使用
    Morgan Stanley 據報已向香港投資銀行團隊派發專用 iPhone 與 iPad,供員工在中國內地工 […]
    #資訊保安 #iPad #iPhone #Morgan Stanley
    unwire.hk/2026/05/21/morgan-st

  16. alojapan.com/1488876/japans-me Japan’s megabanks post record profits, but analysts warn growth may slow as risks mount #Banks #BusinessNews #Japan #JapanNews #Japanese #JapaneseNews #MitsubishiUFJFinancialGroupInc #MIZUHOFINANCIALGROUPINC #MORGANSTANLEY #news #SumitomoMitsuiFinancialGroupInc The yen gained on Wednesday following a rally in Japan’s equities and bets on more fiscally responsible policies after Prime Minister Takaichi’s election win. Yevgen Romanenko | Moment

  17. Morgan Stanley sees a ‘trifecta’ driving inflation higher — but Bessent says disinflation is weeks away

    Wall Street and Washington appear to be, once again, out of sync. Morgan Stanley, last week, sent up…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Business #coreinflation #DaveRamsey #disinflation #iran #JeffBezos #MorganStanley #RobertKiyosaki #scottbessent #WallStreetanalysts
    newsbeep.com/us/655433/

  18. Bloomberg: #SpaceX #IPO filing is expected to land as soon as today. #GoldmanSachs and #MorganStanley are among the leading bankers, people familiar with the matter said.

  19. CPU Demand Surge Tied to "Agentic AI," Morgan Stanley Notes Shift in Chip Spending

    New agentic AI needs more CPUs, changing chip spending. Morgan Stanley predicts $60 billion for CPUs and memory by 2030.

    #AgenticAI, #CPUDemand, #ChipIndustry, #MorganStanley, #AISystems

    newsletter.tf/agentic-ai-boost

  20. Demand for CPUs is rising fast because of new agentic AI, unlike the past focus on GPUs. Morgan Stanley expects chip spending to grow by $60 billion by 2030.

    #AgenticAI, #CPUDemand, #ChipIndustry, #MorganStanley, #AISystems
    newsletter.tf/agentic-ai-boost

  21. 🏦 #BlackRock, #Vanguard y #MorganStanley compran acciones de #Bonk Inc. tras su cambio a #cripto. ¿Es la institucionalización de la #memecoin o una jugada de marketing? Los números dicen que sí.

  22. Morgan Stanley підвищив цільовий рівень S&P 500, аргументуючи це тим, що ринок вже заклав у ціни найбільші ризики. Це сигнал від одного з найвпливовіших ведмежих стратегів Волл-стріт — Майка Вілсона, який раніше був скептичним щодо ралі.

    Водночас Nvidia отримала місце на останній вільний борт Air Force One до Китаю. Трейдери сприймають це як натяк на можливе пом'якшення експортних ліцензій для чіпів. Якщо обмеження послаблять, це може дати новий імпульс AI-сектору, який і так тримає ринок.

    Для інвестора це означає одне: ринки зараз дуже чутливі до регуляторних сигналів. ФРС, Китай, AI — три точки напруги, які визначатимуть рух капіталу в найближчі місяці.

    #SP500 #Nvidia #AI #MorganStanley #Інвестиції #Аналітика #Ринки

    #virgroup

    vir.group/post/116566566517873

  23. 10-year Treasury yield declines as lower oil prices dim inflation outlook

    Traders work before the closing bell at the New York Stock Exchange on Aug. 14, 2019…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #@LCO26N #Bonds #BreakingNews:Economy #Business #businessnews #DonaldJ.Trump #Economicevents #Governmentdebt #iran #MorganStanley #Prices #U.S.10YearTreasury #U.S.2YearTreasury #U.S.30YearTreasury #U.S.Economy #WTICrude(Sep&#x27;25)
    newsbeep.com/us/632550/

  24. Stock market ‘euphoria’ masks looming Iran war recession risk

    Global economies could be “sleepwalking” into a “big recession”, as investors continue to underplay t…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #@CL26M #@ES26M #@LCO26N #@NG26M #Business #businessnews #energy #ICEBrentCrude(Oct&#x27;25) #iran #iSharesGlobalEnergyETF #LP #MiddleEast #MorganStanley #OilandGas #Oilandgasrefining #UnitedStatesOilFund #WTICrude(Sep&#x27;25)
    newsbeep.com/us/622970/

  25. Stock market ‘euphoria’ masks looming Iran war recession risk

    Global economies could be “sleepwalking” into a “big recession”, as investors continue to underplay the impact of the…
    #NewsBeep #News #BreakingNews #@CL26M #@ES26M #@LCO26N #@NG26M #breakingnews #businessnews #Energy #ICEBrentCrude(Oct&#x27;25) #Iran #iSharesGlobalEnergyETF #LP #MiddleEast #MorganStanley #OilandGas #Oilandgasrefining #UnitedStates #UnitedStatesOilFund #WTICrude(Sep&#x27;25)
    newsbeep.com/519520/

  26. Euro zone inflation jumps to 3% as economic growth almost stalls

    Fuel prices are displayed at a service station in Paris showing high gasoline and diesel costs due to…
    #NewsBeep #News #Economy #@LCO26M #@LCO26U #@NG26M #BreakingNews:Europe #Business #businessnews #Economicevents #Iran #MorganStanley #OilandGas #Prices #UK #UnitedKingdom
    newsbeep.com/uk/559508/

  27. The AI trade is fueling the market to record highs despite Iran war

    The AI trade has fueled the market to all-time highs, even with continuing uncertainty in the Middle East.…
    #NewsBeep #News #BreakingNews #breakingnews #chipmanufacturers #Iran #iSharesSemiconductorETF #MorganStanley #TaiwanSemiconductor
    newsbeep.com/492439/

  28. Americans have never been this gloomy about the economy. Wall Street has never cashed in more

    The S&P 500 punched through 7,000 to a fresh all-time high. Goldman Sachs posted its second-highest quarterly revenue…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Economy #Business #donaldtrump #gasprices #IncomeInequality #insidertrading #iran #MorganStanley #s&p500 #techstocks #Trading #wallstreet #war
    newsbeep.com/us/588948/

  29. Tokenization is gaining focus @ Morgan Stanley.

    Morgan is moving towards “onchain” finance as a next step in evolving how it serves wealth clients. Plans indicate blockchain-based infrastructure will become part of its core wealth strategy, not a standalone crypto initiative. coindesk.com/business/2026/04/ #MorganStanley #BlockChain #DigitalAssets #Tokenization #Banking #OnChain #Finance #WealthManagement