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NYSE:MS 26 August 2025 - 2 October 2025

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

Morgan Stanley’s Lisa Shalett warns the AI spending surge is nearing its late stages, citing slowing free-cash-flow growth among hyperscalers after capex quadrupled since 2022. She notes most AI infrastructure is funded by mature businesses facing saturation and rising competition. Strategas data shows hyperscalers’ free cash flow could shrink 16% in the next year. Morgan Stanley advises caution on small-cap and unprofitable tech stocks.
2 October 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
28 September 2025
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Vanguard’s Crypto U-Turn: $10T Giant Opens Doors to Bitcoin ETFs

Vanguard’s Crypto U-Turn: $10T Giant Opens Doors to Bitcoin ETFs

Vanguard is preparing to allow US brokerage clients to buy cryptocurrency ETFs, reversing its long-standing ban, according to multiple reports. The move follows CEO Salim Ramji’s arrival and growing client demand, but Vanguard will only list third-party crypto ETFs, not launch its own. BlackRock, Fidelity, and Grayscale products would be included if approved. Vanguard had previously excluded all crypto funds, including Bitcoin ETFs.
27 September 2025
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1MW vs 100kW Solar Power Plants – Cost, ROI & Global Insights (India in Focus)

Solar Surge: 200% Spike as Homeowners Scramble to Beat Looming Tax Credit Deadline

The federal 30% tax credit for home solar installations expires Dec. 31, 2025, prompting a surge in demand. Solar installers report record inquiries, with some seeing business double or triple since the phase-out was announced. To qualify, systems must be installed and operational before the deadline. Analysts warn the end of the credit could sharply reduce demand and threaten industry jobs.
25 September 2025
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Quantum Shockwaves & Mega Moves – The Ultimate Quantum Tech Roundup (Aug 25–26, 2025)

Quantum Shockwaves & Mega Moves – The Ultimate Quantum Tech Roundup (Aug 25–26, 2025)

Scientists used Google’s quantum processor to simulate gauge-theory particle interactions, while ICFO demonstrated a 10-qubit quantum RAM prototype. Ben-Gurion University levitated nanodiamonds in quantum superposition to probe quantum gravity. Morgan Stanley disclosed a 7.1% stake in IonQ, and QuamCore announced plans for a million-qubit quantum computer after raising $30 million.
26 August 2025
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Stock Market Today

  • Ito En Shares Fall as P/E Ratio Surpasses Industry Peers, Raising Valuation Concerns
    May 22, 2026, 11:10 AM EDT. Ito En (TSE:2593) shares declined 1.2% amid sustained weakness, with a 4.7% drop year-to-date and a 6.3% fall over the past year in total shareholder returns. The stock trades at a striking 123.8x price-to-earnings (P/E) ratio, significantly above its fair P/E estimate of 71.9x and the Asian Beverage industry average of 18.5x. The P/E ratio, which compares share price to earnings per share, indicates that investors are pricing in high future growth despite recent decreases in net profit margin and return on equity. With net profit margins falling to 0.5% from 2.7% and return on equity at 1.7%, the premium valuation appears stretched. Analysts warn that any downward revision in earnings expectations or softening consumer demand could pressure the stock further, making its current valuation look rich.

Latest articles

Spotify’s Peloton Deal Turns SPOT Stock’s Earnings Week Into a Fitness Test

Spotify Stock Is Jumping Again — Here’s the AI Bet Wall Street Just Bought

22 May 2026
Arm Holdings shares rose above $300 Friday morning, extending a surge that pushed the stock up 38% in three sessions and past Micron in year-to-date gains. The rally follows strong earnings, a bullish Bernstein rating, and news that demand for Arm’s AGI CPU for data centers exceeded $2 billion for fiscal 2027–2028. Meta is the lead partner for the new chip.
Arm breaks above $300 as AI CPU bets heat up on Wall Street

Arm breaks above $300 as AI CPU bets heat up on Wall Street

22 May 2026
Arm Holdings shares topped $300 Friday morning, extending a rally that has lifted the British chip designer’s stock 38% in three sessions. The surge follows strong earnings, bullish analyst coverage, and rising demand for Arm-based CPUs in AI data centers. Arm reported fiscal Q4 revenue of $1.49 billion and said customer demand for its new data-center chip exceeded $2 billion through fiscal 2028.
Wall Street Pushes Dell’s AI Run Again But Sends a Caution

Wall Street Pushes Dell’s AI Run Again But Sends a Caution

22 May 2026
Dell Technologies shares surged over 10% Friday, hitting a 52-week high of $283.30 after Wells Fargo raised its price target to $270. Morgan Stanley also lifted its target but kept an Underweight rating, citing risks like memory inflation and supply shortages. Dell reports fiscal Q1 results May 28, with consensus estimates at $3.00 EPS and $34.95 billion revenue. The company reported $64 billion in AI-optimized server orders for fiscal 2026.
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