Morgan Stanley Infrastructure Partners Completes Sale of Investment in Chicago Parking Meters Morgan Stanley Infrastructure Partners Completes Sale of Investment in Chicago Parking Meters Morgan Stanley Investment Management, together with its investment advisory affiliates, has more than 1,300 investment professionals around the world and $2.1 trillion in assets under management or supervision as of September 30, 2026. Morgan Stanley Investment Management strives to provide outstanding long-term investment ...

Investors also have Southern Company's upcoming earnings and dividends to consider alongside the adjusted price target. Analysts anticipate Southern Company will report $1.70 in earnings per share (EPS), marking a 6.25% increase from the previous year, and $8.45 billion in revenue, an 8.04% rise, on November 5, 2026. Furthermore, Southern Company announced a $0.76 quarterly dividend per share, payable on December 7, 2026, reinforcing its appeal as a dividend stock. Morgan Stanley analyst David Arcaro has ad ...

据 Woofun AI 消息，摩根士丹利(MS.US)于 2026 年 10 月 20 日发布重磅研报，指出 AI 资本开支规模已 攀升至 1.6 万亿美元量级，这一巨额投入直接驱动 S&P500 指数实现约 25% 的收入增长，尽管其仅占指 数总收入的 5%。报告核心逻辑在于，超大规模厂商与新型云厂商的资本支出结构正在发生根本性重 构，现金支出与租赁承诺的双轨并行使得实际投入规模远超传统财务披露，而英伟达(NVDA.US)作为 最大受益者，其收入占比与产业链主导地位进一步固化，但增速放缓与电力瓶颈已成为悬在头顶的达摩 克利斯之剑。 值得注意的是，截至 2Q26，这些厂商已披露超过 1.118 万亿美元尚未开始的租赁承诺，具体分布为： 微软 3290 亿美元、甲骨文 2880 亿美元、Meta 2790 亿美元、亚马逊 1370 亿美元、谷歌 850 亿美元。这 些租赁在经济实质上类似债务融资的资本开支，绕过了 GAAP 现金流量表的直接约束。 Woofun AI 整理数据显示，大摩通过已签未开始租赁、年度新增容量及每 GW 租赁开支比例三项指标进 行估算，得出 2027 年现金资本开支约 1.4 万亿美元， ...

David Solomon, CEO of Goldman Sachs (L), Jamie Dimon, CEO of JP Morgan (C), and Ted Pick, CEO of Morgan Stanley.CNBC | Getty Images | CNBCFueled by the global boom in artificial intelligence stocks, relaxed capital rules and greater lending to hedge funds, big Wall Street banks have already had a banner year for equities trading — even with one quarter left to go.The five biggest investment banks have generated about $67 billion in equities revenue through Sept. 30, according to company filings. That is $7 ...

September 24, 2026 07:56 PM GMT US Rates Strategy | North America Please add me to your distribution list. M Idea Morgan Stanley & Co. LLC Matthew Hornbach Strategist Matthew.Hornbach@morganstanley.com +1 212 761-1837 Martin W Tobias, CFA Strategist Martin.Tobias@morganstanley.com +1 212 761-6076 Shaun Zhou Strategist Shaun.Zhou@morganstanley.com +1 212 761-3348 Aryaman Singh Strategist Aryaman@morganstanley.com +1 212 761-1993 Eli P Carter Strategist Morgan Stanley does and seeks to do business with compan ...

September 24, 2026 09:00 PM GMT China Equity Strategy | Asia Pacific A-Share Sentiment Declines on Lower Turnover MSASI declined with lower turnover as pre-holiday caution weighed on sentiment. We maintain our cautious stance on China equities and early September index targets, as softer macro momentum and a less-supportive liquidity and flow backdrop continue to constrain index-level upside. A-share investor sentiment decreased marginally vs. the previous cycle: Weighted MSASI decreased by 9ppt as of Septe ...

September 24: Global Bond Sell-Off September 24, 2026 10:20 PM GMT Global Macro Commentary | Global Oil extended gains amid geopolitical tensions; US data remained firm and Fed rhetoric stayed hawkish; global yields rose; EM FX weakened; Banxico held at 6.50%; DXY at 101.26 (+0.2%); US 10y at 5.20 (+8.4bp). Higher energy prices, resilient US activity, and increasingly restrictive policy expectations drove a global duration sell-off, strengthened the dollar, and pressured rate-sensitive and carry-oriented as ...

September 23, 2026 01:26 PM GMT Global CLOs M Global Idea Manager Factbook – September 2026 Our new and enhanced version of our long-standing monthly Manager Factbook features a richer dataset and new interactive capabilities designed to provide more actionable insights. Our refreshed CLO Manager Factbook is designed to serve as a more interactive and analytical framework for tracking CLO manager positioning, portfolio composition, trading activity, and performance-related trends across the US and European ...

September 28, 2026 10:43 PM GMT Global Macro Commentary | North America | M | Aryaman Singh Strategist | | | --- | --- | --- | | | | Update | | September 28, 2026 10:43 PM GMT | | | | Global Macro Commentary North America | Morgan Stanley & Co. LLC | | | September 28: Bond Selloff | Aryaman@morganstanley.com Lingdi Xu | +1 212 761-1993 | | Trend Continues | Economist Lingdi.Xu@morganstanley.com | +1 212 761-2957 | | | Sofia Palacios | | | | Strategist Sofia.Palacios@morganstanley.com | +1 212 761-0428 | | B ...

October 2, 2026 02:06 PM GMT US Inflation Monitor | North America PCE Revisions: What changed and what it means ahead Downward revisions to PCE inflation were larger than expected and mainly driven by portfolio management and advice. We dig into the methodological changes behind the revisions and assess what they mean for inflation forecasting going forward. Key Takeaways Exhibit 1: Core PCE revisions (m/m, %) Rest Core PCE revisions (m/m) Software contribution Portfolio mgmt contribution Legal services con ...