Morgan Stanley forecasts $1.58 tn in AI infrastructure spending in 2027, with 91.7% of Nvidia's revenue exposed to the sector despite rising financing risks

Investing.com -- Morgan Stanley on Tuesday lowered its price target on Western Digital to $643 from $676, while raising its target on Seagate Technology to $1,200 from $1,187, citing growing uncertainty around competition and AI funding despite strengthening hard disk drive (HDD) fundamentals.

Morgan Stanley’s Amazon call needs AWS margins to rise from 39.3% while capex climbs to $355 billion. What consensus, the Street and AMZN’s multiple show.

Recent earnings and dividend announcement put Morgan Stanley in focus Morgan Stanley (MS) moved back into the spotlight after reporting third quarter 2026 results and affirming its latest cash payout, giving investors fresh numbers and a clear dividend timeline to work with. Recent trading tells a different story from the headline earnings and dividend news. Morgan Stanley’s share price has fallen 6.1% over the past week and 11.9% over the past month, contributing to a 17.5% decline over the...

NEW YORK, October 20, 2026--Investment funds managed by Morgan Stanley Capital Partners (MSCP), the middle market private equity buyout team within Morgan Stanley Investment Management, announced today the acquisition of The Rapid Group (TRG), a leading provider of inspection, repair and maintenance services for rotating equipment across municipal, commercial and industrial end markets.

Mike Wilson, Morgan Stanley CIO and chief U.S. equity strategist, joins 'Squawk Box' to discuss the latest market trends, state of the AI trade, impact of rising oil prices, state of the economy, and more.

Morgan Stanley Capital Partners acquires The Rapid Group and PE Hub catches up with Eric Kanter, a managing director and head of industrial services at MSCP; Brightstar Capital Partners acquires majority stake in Material Handling Group USA; Kian Capital Partners partners with Allen Supply.

Vertiv didn’t report anything bad, and the analysts noticed