Morgan Stanley is opening wealth management to AI agents - FXStreet

Morgan Stanley: Global AI-related bond issuance is projected to reach nearly USD 570 billion by 2026. - Moomoo

Morgan Stanley: Global AI-related bond issuance is projected to reach nearly USD 570 billion by 2026. - 富途牛牛

In Focus: Equity & Credit Update on AI CapEx

The desk views the ongoing surge in AI-related capital expenditures (CapEx) as a significant driver for risk assets, particularly in the technology sector. Per the full note from J.P. Morgan Global Research, CapEx for AI-related companies is projected to grow from approximately $575 billion to between $1.3 and $1.4 trillion within the next year, indicating robust economic and earnings momentum. This growth is expected to push S&P 500 earnings up to 22%, with AI companies leading the charge at 30-35% growth. Our consensus target for the USD remains at 1.075, with a range of 1.04 to 1.12, reflecting this bullish sentiment in tech and credit markets.

Barclays Analysis: AI Investment Enters the Trillion-Dollar Era—Why Are Tech Giants Starting to Sell Shares? - 富途牛牛