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11.12.25 - 15:21
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Jet Engines For Data Centers (ZeroHedge)
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Jet Engines For Data Centers
Adding to the growing mountain of commentators joining us in calling BS on the booming data center industry magically pulling dozens of gigawatts of energy per year out of thin air...
has anybody done the math how many hundreds of new nuclear power plants the US will need by 2028 for all these AI daily circle jerk deals to be powered?
— zerohedge (@zerohedge) October 14, 2025
... and as a reminder, the DOE recently forecast that data centers would need 100GW of new peak capacity by 2030 - the equivalent of about 100 new nuclear power plants - the FT has published a report highlighting the growing chasm between dreams and (artificial) reality.
They are catching on https://t.co/a18crhqZ4v pic.twitter.com/8ruZBeWSLn
— zerohedge (@zerohedge) December 9, 2025
Already accounting for about 51 GW of demand today, data centers look to add as much as 72 GW over just the next three years according to Morgan Stanley. There's about 25 GW of new energy generation ready...
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11.12.25 - 14:01
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T-Mobile US Aktie: Verizon-Druck beeinflusst Big Three - T-Mobile bleibt Favorit (Aktiencheck)
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New York (www.aktiencheck.de) - T-Mobile US-Aktienanalyse von Morgan Stanley:
Die Analysten von Morgan Stanley stufen die Aktie von T-Mobile US Inc. (ISIN: US8725901040, WKN: A1T7LU, Ticker-Symbol: TM5, NASDAQ-Symbol: TMUS) unverändert mit "overweight" ein.
Die US-Mobilfunkbranche bleibe konsolidiert, was ein gesundes Wachstumsumfeld für die mit "overweight" bewerteten T-Mobile und AT&T unterstütze, wobei Letzteres durch den Ausbau des Glasfasernetzes einen zusätzlichen Vorteil erhalte, erkläre Morgan Stanley in einer Ausblick-Note zu Telekommunikations- und Kabeldiensten für 2026 gegenüber Investoren. [mehr]...
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09.12.25 - 22:06
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Certain Morgan Stanley Closed-End Funds Declare Year-End Dividends (Business Wire)
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NEW YORK--(BUSINESS WIRE)--Each of the Morgan Stanley closed-end funds listed below (the “Funds”) today declared the following dividends.
RECORD DATE
PAYABLE DATE
12/19/25
1/15/26
Name of Closed-End Fund
NYSE
Ticker
Net Investment
Income Per
Share
Short-Term
Capital Gains
Per Share
Long-Term
Capital Gains
Per Share
Morgan Stanley Emerging Markets Debt Fund, Inc.
MSD
$0.15* (Quarterly)
--
--
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
EDD
$0.13* (Quarterly)
--
--
Morgan Stanley India Investment Fund, Inc.
IIF
--
$0.215699
$1.769465
*The amount of net investment income to be paid by the Funds is determined in accordance with federal income tax regulations. A portion of the Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.'s 2025 distribution is a return of capital. For Morgan Stanley Emerging Markets Debt Fund, Inc., it is possible that all or a portion of the Funds' 2025 dividends may be a return of capital and that determination cannot yet be made.
T...
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09.12.25 - 22:06
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Morgan Stanley China A Share Fund, Inc. Declares a Dividend (Business Wire)
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NEW YORK--(BUSINESS WIRE)--The Morgan Stanley China A Share Fund, Inc. (the “Fund”) today declared the following dividend.
RECORD DATE
12/19/25
PAYABLE DATE
12/29/25
Name of Closed-End Fund
NYSE
Ticker
Net Investment Income Per Share
Morgan Stanley China A Share Fund, Inc.
CAF
$0.262949
For more information call: 1-800-231-2608.
The amount of net investment income to be paid by the Fund is determined in accordance with federal income tax regulations. It is possible that all or a portion of the Fund's fiscal year 2025 dividend may be a return of capital and that determination cannot yet be made.
The amount of dividends paid by the Fund may vary from time to time. Past amounts of dividends are no guarantee of future dividend payment amounts.
The final determination of the source and tax characteristics of all distributions in 2025 will be made after the end of the year.
About Morgan Stanley Investment Management
Morgan Stanley Investment Management, together with its investment advisory affiliat...
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09.12.25 - 17:18
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Constructive Setup for Stocks in 2026: Weaver (Bloomberg)
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Morgan Stanley US Thematic and Equity Strategist Michelle Weaver sees a constructive setup for stocks in 2026 due to broadening in earnings growth combined with a Federal Reserve that is easing. She speaks to Bloomberg's Lisa Abramowicz and Annmarie Hordern on 'Surveillance.' (Source: Bloomberg)...
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