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29.01.26 - 15:06
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Morgan Stanley expects China′s humanoid robot sales to double in revised forecast (SCMP)
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Morgan Stanley expects China's humanoid robot sales to grow 133 per cent to 28,000 units this year, while noting that falling production costs will gradually make owning robots more accessible.
The US investment bank revised its forecast from the 14,000 units previously on the back of the rapid growth of the industry in the world's second largest economy.
The cost of materials to produce robots in China, home to most of the industry's supply chain, was set to drop 16 per cent this year, the bank......
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26.01.26 - 03:48
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Morgan Stanley Asia CEO on IPO, Fundraising Outlook (Bloomberg)
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Gokul Laroia, Morgan Stanley's CEO for Asia, says the environment for capital markets has been robust. He spoke exclusively with Bloomberg's David Ingles and Yvonne Man at the Asian Financial Forum in Hong Kong. (Source: Bloomberg)...
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15.01.26 - 20:12
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TSMC Results Ignite AI Rally | Open Interest 1/15/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." TSMC's strong outlook renews confidence in the global AI boom. Goldman's stocks traders post record revenue while Morgan Stanley's debt bankers boost business. Matt Miller joins the show from Detroit with Ford's CEO as the automaker teams up with Formula 1 powerhouse: Oracle Red Bull Racing. (Source: Bloomberg)...
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15.01.26 - 19:54
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Goldman Sachs, Morgan Stanley Bring Big US Bank Earnings to a Close (Bloomberg)
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Goldman Sachs Group Inc. set an all-time Wall Street record of $4.31 billion for equities-trading revenue in the final three months of last year and Morgan Stanley's debt bankers increased revenue 93% in the fourth quarter, capping a record year for that business. Sridhar Natarajan breaks down the results on Bloomberg Television. (Source: Bloomberg)...
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15.01.26 - 14:33
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Futures Jump As Blowout TSMC Earnings Reboot Tech Trade (ZeroHedge)
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Futures Jump As Blowout TSMC Earnings Reboot Tech Trade
US equity futures are higher led by Tech stocks which bounced back on Thursday after chipmaker TSMC revived confidence in the durability of artificial-intelligence demand, as signalling a strong outlook with $56BN in CapEx spending in 2026 (a 25% increase), restoring confidence in global AI growth and sending Europe's ASML to a record high. Silver dropped for the first time in 5 days from a record high as the US held off from attacking Iran and refrained from imposing import tariffs on critical minerals. As os 8:00am ET, S&P 500 futures were 0.4% higher with Nasdaq 100 contracts +0.7%. Pre-market, Mag 7 are all higher led by NVDA (+1.4%), AMZN (+0.7%), TSLA (+0.5%) and MSFT (+0.5%).Goldman Sachs and Morgan Stanley are also higher after reporting solid Q4 earnings. Bond yields are unchanged; The US dollar is 7bps higher. Commodities are mostly lower: oil fell 4.4%; silver is down 2.0%; metals are mostly lower today. Situation in Iran...
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