As AI investment keeps growing, our strategists Carolyn Campbell and Vishwas Patkar discuss the many ways tech infrastructure gets financed and the opportunities for investors. Tune into the latest Thoughts on the Market. https://t.co/4tBG8rssZ8
Some moments stay with you. A look back at the extraordinary team behind a milestone achievement.
Morgan Stanley was honored to support @SpaceX team through its IPO, serving as joint lead bookrunner and hosting the opening of trading in our offices last week as sole stabilization agent.
“Leadership is about inspiration and vision—not just running the checklist”. On the latest Exceptional Leaders @United’s CEO Scott Kirby joins Morgan Stanley’s Ravi Shanker to discuss why leadership, not just management, is critical in a complex global industry. Watch the full interview: https://t.co/RxLXl02Amo
Morgan Stanley CIO and Chief U.S. Equity Strategist Mike Wilson explains why the market’s largest correction since the March bottom does not signal the end of the bull market, and why slowing growth momentum is different from falling earnings. Listen to Thoughts on the Market for more insights: https://t.co/oh02Y1jSFY
Morgan Stanley has been named a top Traditional Finance company on @fortunemagazine’s Crypto 100 list for our role in shaping the digital asset ecosystem. Read more: https://t.co/IED2vZCrpF
.@Bloom_Energy is helping meet rising electricity demand from AI with on-site power. See how Morgan Stanley supported its IPO and growth in this episode of the Blueprint.
AI power demand. Energy security. Infrastructure at scale. The energy transition is entering a new phase, in which resilience is becoming as important as decarbonization.
Read the latest from the Morgan Stanley Institute and subscribe: https://t.co/imzOyUHjYL
Today, @SpaceX (Nasdaq: SPCX) makes its public market debut with a $75Bn offering (pre-greenshoe) at $135 per share, marking the largest IPO in history.
Congratulations to the SpaceX team. We are honored to serve as joint lead bookrunner and sole stabilization agent.
Morgan Stanley congratulates @SpaceX (Nasdaq: SPCX) on its IPO. We celebrate the dedication, collaboration and hard work that brought SpaceX to the public markets.
Private Credit Continues to Attract Investor Capital: Despite recent concerns surrounding the private credit market, institutional investors remain committed to the asset class, with many continuing to allocate capital aggressively.
Participants of the conference highlighted two key drivers behind this conviction. First, a strong secular demand, the long-term growth trajectory for private credit remains intact, supported by ongoing financing needs and evolving capital markets dynamics. Second, attractive return opportunities, recent volatility may have created an opportunity for investors to access higher yields and enhanced risk-adjusted returns.
What potential risks are banks monitoring? Banks are closely tracking developments in the Middle East, particularly their potential impact on energy prices, which could put pressure on consumer spending and affect key domestic industries, including transportation and logistics.
Another area of focus is the equity market. A significant market pullback—especially one that meaningfully impacts the confidence and spending behavior of affluent consumers—could weigh on broader economic activity and business sentiment.
As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running. Tune into the latest Thoughts on the Market. https://t.co/FB866ihD89
The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the tech industry. Tune into the latest Thoughts on the Market. https://t.co/xMYnk6CQXp
Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time. Tune into the latest Thoughts on the Market. https://t.co/RNg4kN9Ecv