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Morgan Stanley

Amazon and the media: Inside the disconnect on AI, robots and jobs

Amazon’s big robotics showcase highlighted the company’s vision for “AI at work,” but the event also revealed a widening gap between its public messaging and media coverage about automation’s impact on jobs. Read More

Amazon Q2 earnings preview: AI bets, cloud growth, and tariff changes in the spotlight

Amazon’s infrastructure investments and cloud business will go under the microscope Thursday when the company reports second-quarter financial results —… Read More

Should Apple join Amazon’s healthcare venture? Analysts make the case for collaboration between tech giants

As big tech companies vie for a slice of the $3.5 trillion spent by Americans on healthcare each year, analysts… Read More

SpaceX SSO-A launch

Seattle rideshare space company wins a shout-out for disrupting launch industry

Seattle-based Spaceflight Industries has taken the spotlight in a research note from Morgan Stanley for disrupting the process of putting… Read More

Aurora eVTOL

Morgan Stanley says market for self-flying cars could rise to $1.5 trillion by 2040

The market for autonomous flying cars — also known as eVTOL aircraft, air taxis or personal air vehicles — could amount… Read More

Even Morgan Stanley’s conservative estimate of the next five years of cloud growth looks pretty good

We already know cloud computing is going to be a huge business; that’s why we devoted a full day to… Read More

Morgan Stanley: Cloud computing is at ‘an inflection point’ — but how big will it get?

Over the next few years, we will learn whether cloud computing is a nice little business that will settle into… Read More

Public cloud could become a utility like electricity, lifting AWS, Azure and others, Morgan Stanley says

The public cloud has the potential to become a global utility, analogous to electricity — driving higher valuations for cloud providers… Read More

Some Morgan Stanley customers willing to invest big money in Uber without seeing books, report says

In what could be seen as either a vote of confidence or a foolish bet, a group of investors are… Read More

Analyst warns Apple may ditch Amazon Web Services, taking nearly 10% of AWS revenue with it

Apple will reportedly give Amazon about $1 billion this year to house its various cloud features in Amazon Web Services, making up about… Read More

Google hires new CFO: Morgan Stanley’s Ruth Porat, ‘the most powerful woman on Wall Street’

Google filled the position of chief financial officer this morning with a big name in the world of finance: Ruth… Read More

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