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11.11.25 - 05:06
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Trump Admin To Lend "Hundreds Of Billions" To Build Nuclear Power Plants (ZeroHedge)
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Trump Admin To Lend "Hundreds Of Billions" To Build Nuclear Power Plants
While the market is finally starting to grapple with the most unpleasant question of who will plug the funding gap needed to build out all the data centers required to make the AI dream a reality, a gap which Morgan Stanley recently calculated would be as large as $2.9 trillion in capex funding needs, of which at least $1 trillion will come in the form of debt (and mostly private debt)...
... there is another, just as critical question: who will fund the energy buildout that powers these data centers?
Recall, last December Morgan Stanley calculated that the US would need at least 36GW in new power to be brought online by 2028 to energize all the (yet to be built) data centers, a number which one year later is surely far higher.
And at a cost of $50-60BN per GW of power, we can quickly add several more trillion dollar that will be needed in the next several years: money, which as this Bloomberg article mak...
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11.11.25 - 00:48
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In A Once-In-A-Generation Bull Market: Paul (Bloomberg)
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Sherry Paul, Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management, says investors are in a once-in-a-generation, cost-cutting, productivity-enhancing bull market. She speaks to Bloomberg's Romaine Bostick and Katie Greifeld on 'The Close.' (Source: Bloomberg)...
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07.11.25 - 17:31
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S&P 500 Is a Different Index Now vs. Tech Bubble: Weaver (Bloomberg)
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Michelle Weaver, US thematic and equity strategist at Morgan Stanley, says despite comparisons on valuations now versus the peak of the tech bubble, the S&P 500 index is very different than it was back then. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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07.11.25 - 03:42
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SBI, Adani Ports & more: Top stocks to buy on November 7 — Check list (Times of India)
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Leading financial analysts have updated their outlooks on several Indian companies. Morgan Stanley sees upside for SBI, Jefferies is bullish on M&M's growth, and HSBC highlights Adani Ports' improving returns. Citigroup is positive on Paytm's payment and credit momentum, while CLSA maintains a cautious view on Kaynes Technology due to cash flow concerns despite strong growth prospects....
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