On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most ...

A surge in AI-related capital expenditure is boosting US GDP growth and S&P 500 earnings estimates, with Morgan Stanley projecting hyperscalers will spend $805 billion in 2026. Analysts warn, however, ...

Morgan Stanley just poured cold water on the U.S. GDP story. At the core is the fact that Americans are getting larger tax ...

Morgan Stanley has sharply raised its 2026 capital expenditure forecast for the top five US hyperscalers to $805 billion, nearly double 2025 levels, citing AI infrastructure buildouts. Former White ...