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20.10.26 - 12:21
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Morgan Stanley Aktie glänzt in Q3: Rekorde im Wealth Management - Jetzt Aktien kaufen? (Aktiencheck)
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Frankfurt (www.aktiencheck.de) - Morgan Stanley-Aktienanalyse von XTB:
Jens Klatt, Marktanalyst bei XTB in Deutschland, nimmt die Aktie der US-Investmentbank Morgan Stanley (ISIN: US6174464486, WKN: 885836, Ticker-Symbol: DWD, NYSE-Symbol: MS) unter die Lupe.
Als Finanzexperte werfe Jens Klatt heute einen genauen Blick auf die aktuellen Zahlen eines echten Schwergewichts der Wall Street. [mehr]...
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20.10.26 - 09:54
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For investors, there are now just 2 kinds of offices: the best and the rest (SCMP)
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From Hong Kong to New York, a deep divide is opening up in office markets around the world, as tenants compete for space in prime buildings while other properties face falling rents, low occupancy and financing pressures.
The divergence reflects a global flight to quality, but also a disconnect between improving leasing fundamentals and a recovery in property values, according to analysts at Morgan Stanley and JLL.
The divide is being reinforced by limited new supply in prime locations,......
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20.10.26 - 04:03
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People, Power And Politics: Morgan Stanley Maps The Three Ways AI′s $1.6 Trillion Capex Plan Can Collapse (ZeroHedge)
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People, Power And Politics: Morgan Stanley Maps The Three Ways AI's $1.6 Trillion Capex Plan Can Collapse
Yesterday we walked through Morgan Stanley's dollar-by-dollar map of AI's $1.6 trillion 2027 capex bill, then asked who is going to finance it. Both pieces assume the money actually gets spent. The last part of the report (available to pro subs) asks what happens if it doesn't.
MS's public policy strategist Ariana Salvatore frames the main constraints on the AI infrastructure story as "people, power, and politics," and the downside section works through all three. Spoiler alert: the bank still expects the buildout to happen, just with a growing list of asterisks attached.
The Midterm Wedge
Salvatore doesn't mince words:
Political pushback, to be sure, has become the wedge issue in the midterm elections, which we think can present a catalyst with respect to this issue and broader AI sentiment.
Her framing has three key pieces:
No federal pause. Given the national-security fr...
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