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TESLA SUPERCOMPUTER MORGAN STANLEY
AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
US stocks: SpaceX IPO demand is approaching four times oversubscribed, source saysSpaceX's initial public offering is seeing massive investor interest. Demand has reached over 250 billion dollars, far exceeding the 75 bil...
Apple stocks: Why are AAPL shares down? Morgan Stanley sounds warning over Siri AI updateAI update to Apple's Siri voice assistant unveiled on Monday garnered lacklustre reviews, spurring caution among investors who have seen te...
Apple's AI Siri will be held back by aging devices, Morgan Stanley saysApple's new AI Siri faces limitations on many older iPhones. Over 850 million iPhones cannot run basic queries. More than 1.3 billion iPhon...
Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
UK sets out $1.5 billion AI hardware plan with supercomputer, chip fundingBritain is investing over a billion pounds to boost its AI computing power. A new national supercomputer is planned for 2030. The country i...
Cerebras shares climb as Wall Street brokerages back AI chip strategyCerebras shares saw a rise on Monday. Several Wall Street firms initiated coverage with positive outlooks. They are backing the chip design...
Buy, Sell or Hold: Morgan Stanley maintains underweight on Wipro; HDFC Securities upgrades Stylam IndustriesBrokerages remain selective on Indian equities, with Morgan Stanley maintaining an underweight stance on Wipro due to growth concerns. HDFC...
China can build humanoids at scale. The hard part is finding enough buyersChinese companies are pushing ahead with humanoid robot production. These robots can perform tasks like directing traffic and making coffee...
Morgan Stanley expects SpaceX revenue to hit $3.4 trillion in 2040SpaceX's revenue could hit $3.4 trillion by 2040, according to Morgan Stanley projections. The company is also preparing for its initial pu...
China and Hong Kong users unable to access SpaceX website, IPO documentsSpaceX's website and IPO marketing documents are inaccessible in Hong Kong and mainland China, potentially limiting investor participation ...
Jamie Dimon to pitch JPMorgan’s ultra-rich clients on SpaceX IPOJPMorgan Chase CEO Jamie Dimon will discuss the upcoming SpaceX initial public offering with thousands of the bank's wealthy clients. This ...
AI investment boom reshaping global capital flows, leaving India temporarily on the sidelines: Jonathan GarnerForeign investors are shifting capital from India to North Asian markets like South Korea and Taiwan, driven by the AI investment boom and ...
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...
Morgan Stanley says Indian stock market poised for strong year ahead. Here’s whyMorgan Stanley remains bullish on Indian equities, citing an earnings upcycle, supportive macroeconomic conditions and strong domestic flow...
Morgan Stanley sees Reliance Industries’ AI, new energy bets powering next growth chapters. Here’s whyMorgan Stanley believes Reliance Industries has entered its fifth monetisation cycle, with artificial intelligence infrastructure and new e...
US IPO: Honeywell's Quantinuum eyes $12.7 billion in initial public offering valuation. Check symbol in NasdaqQuantinuum, formed in 2021 after a separation from Honeywell and a merger with Cambridge Quantum, is chaired by the industrial giant's CEO,...