What is Morgan Stanley?

Morgan Stanley is a global financial services firm whose analysts and economists are frequently cited for forecasts on markets, AI infrastructure spending, and pharmaceutical sales.

• May 2026 - Ben Carlson reported that Morgan Stanley projected hyperscalers would spend $800 billion in 2026 and $1.1 trillion in 2027.
• Jun 2026 - Michael Zezas noted that Morgan Stanley’s economics team attributed about a quarter of GDP growth that year to AI buildout.
• Jul 2026 - Nathaniel Whittemore said Morgan Stanley analyst Michael Wilson warned that momentum was fading in semiconductors as investors shifted to tech laggards, including hyperscalers.
• Aug 2026 - Michael Batnick said Morgan Stanley raised its 2035 GLP-1 sales prediction from $150 billion to $190 billion, implying 30% penetration among obese Americans by then, up from 6% the prior year.