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30.05.26 - 08:06
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716 Prozent im Plus: Jetzt Kaufsignal bei Nvidia-Profiteur (Der Aktionaer)
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Der KI-Boom treibt die US-Börsen von einem Höchststand zum nächsten. Goldman Sachs, Morgan Stanley und die Deutsche Bank sehen den S&P 500 bis Jahresende bereits bei 8.000 Punkten. Doch die wirklich großen Gewinne entstehen nicht im Index – sondern bei den Aktien, die den nächsten Kursschub anführen....
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29.05.26 - 02:06
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Morgan Stanley: Supply constraints to drive next phase of the AI boom (Digitimes)
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As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle....
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28.05.26 - 09:36
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Aluminum Market Tightness Could Continue for ′Long Time,′ Morgan Stanley Says (Bloomberg)
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Amy Gower, metals and mining commodities strategist at Morgan Stanley, discusses the impact of the Iran war on aluminum prices. Speaking on Bloomberg Television, she warns the market could "stay quite tight" for a long time. "Most of the smelters that are shut are damaged, and so they're looking at sort of twelve-month restart timelines," Gower explains. (Source: Bloomberg)...
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