Tag:
Morgan Stanley
AI
Transforming Doximity’s Investment Narrative: The Impact of Analyst Upgrades on AI Tools and Advertising Shifts
Morgan Stanley and Raymond James have recently upgraded Doximity, citing its robust free cash flow, strong balance sheet, and the integration of AI-enabled workflow...
AI
Brilliant Teen Innovator, Recently Dismissed by OpenAI, Teams Up with Google to Challenge NVIDIA
Google is backing Fluidstack, a cloud service provider, in its quest to rival NVIDIA's dominance in computing power by distributing its self-developed TPU chips....
AI Hacker News
Oracle Faces Heightened Debt Risk Amid AI Investment Worries
Oracle's Debt and AI Ambitions: A Growing Concern for Investors
As Oracle expands its horizons in artificial intelligence, lenders grow increasingly wary about the company's...
AI Hacker News
AI Leaders Express Concerns Over Potential Market Bubble
🚀 The AI Boom: Opportunities and Risks in a Bubble?
As the excitement around artificial intelligence (AI) surges, top tech executives are voicing concerns about...
AI
How Analysts View AMD’s Evolving Narrative Following Key AI and OpenAI Advances
Advanced Micro Devices (AMD) has seen a significant increase in its Fair Value Estimate, now at $239 per share, up from $214. This surge...
AI
OpenAI Brings on Former Goldman Sachs Talent to Alleviate Junior Bankers’ Workload
OpenAI is intensifying efforts to enhance its AI technology's utility for businesses, particularly in investment banking, through a secretive initiative known as Project Mercury....
AI Hacker News
AI Dominates the S&P: 75% of Gains, 80% of Profits, and 90% of Capex Raise Concerns, Says Morgan Stanley’s Leading Analyst
Navigating the AI Investment Landscape: Insights from Morgan Stanley's Lisa Shalett
In a thought-provoking analysis, Lisa Shalett, Chief Investment Officer at Morgan Stanley Wealth Management,...
AI Hacker News
Morgan Stanley Alerts That AI May Threaten 42-Year-Old Software Giant’s Survival
Adobe Faces Generative AI Challenges Amid Market Skepticism
Generative AI has burst into Adobe’s world, driven by the explosive growth of tools like ChatGPT and...