US Data Centers Face Significant Power Shortage Risks by 2028
Morgan Stanley warns that US data centers could face a 32 GW power shortfall by 2028, threatening the expansion of AI computing capacity due to grid infrastructure delays.

Morgan Stanley warns that US data centers could face a 32 GW power shortfall by 2028, threatening the expansion of AI computing capacity due to grid infrastructure delays.

Morgan Stanley has postponed the launch of its tokenized stock trading platform to the first quarter of 2027, citing the need for further development in custody and settlement infrastructure.

Morgan Stanley analyst Adam Jonas set a $300 price target for SpaceX, though investor demand remains low amid concerns over AI losses and regulatory risks.

Morgan Stanley identifies physical demand, bond market dynamics, and oil price trends as three key factors supporting gold prices after a 3.8% decline this year.

Morgan Stanley analysts have identified Alzheimer’s drugs, gene editing, and AI infrastructure as three primary biotech sectors offering significant investment potential.

Morgan Stanley has launched a dedicated lab to test blockchain-based products, including stablecoins and tokenized assets, while managing over $871 million in its bitcoin trust.

Morgan Stanley has established a dedicated Digital Asset Lab to test stablecoins, tokenization, and DeFi solutions before integrating them into its core banking infrastructure.

Morgan Stanley has launched a dedicated Digital Asset Lab to integrate blockchain technology across its wealth management and institutional operations.

Morgan Stanley has partnered with the NEXTPredict summit to lead discussions on institutional capital, marking a significant shift for the prediction market sector.

Utexo and Tether are collaborating to bring USDT back to the Bitcoin network using the RGB protocol, following a $7,5 million investment round.

Morgan Stanley identifies growth potential in Japanese and European markets, while updating its top 15 stock picks for the coming year.

Morgan Stanley warns that the Federal Reserve's new, less transparent communication strategy under Chair Kevin Warsh could trigger increased market volatility.

Morgan Stanley’s MSBT fund has accumulated 642 BTC worth $50.6 million in September, with total net assets now reaching up to $635 million.

Morgan Stanley has capped redemptions at its $7 billion North Haven Private Income Fund for the third quarter in a row as withdrawal requests continue to exceed the 5% limit.

Morgan Stanley co-president Dan Simkowitz expects AI investment to remain robust despite recent industry calls to slow the development of advanced models.

Morgan Stanley has formally endorsed Bitcoin as a digital store of value, setting specific allocation ranges for clients and launching its own spot Bitcoin ETP.

Morgan Stanley has surpassed $600 million in its spot Bitcoin ETP, becoming the first major global bank to offer such a product with a structured 0–4% allocation framework.

Coinbase shares rose nearly 8% despite a broader market warning from Morgan Stanley, as investors reacted to a rating upgrade and upcoming legislative developments.

Morgan Stanley and other major financial institutions expect the Federal Reserve to raise interest rates by 25 basis points at the September 15–16 FOMC meeting.

Morgan Stanley forecasts the USD/JPY rate will hit 163 by late July 2026, advising clients to rebuild carry trades as the yen's recent rally is deemed temporary.
