Morgan Stanley

“Morgan Stanley projects a 38-gigawatt U.S. data-center power shortfall between 2026 and 2028 before new “time-to-power” solutions are added, estimating that some regions already face grid-interconnec…”

“It pointed to a 50-megawatt threshold in New York, a proposed 100-megawatt trigger in Delaware and a 20-megawatt trigger in Maine as signs that policymakers are beginning to distinguish projects by s…”

“Equinix and Digital Realty are less exposed because their facilities average roughly 5 to 10 megawatts, far below the gigawatt-scale AI campuses planned by hyperscalers and neocloud operators.”

“Morgan Stanley cut its price target on Wendy’s from $7 to $5.50”

“Global humanoid shipments rose 272% in the first half of 2026 to about 19,000 units, with Chinese companies accounting for 97% of the total, according to Morgan Stanley, citing Smart Analytics Global…”

“But about 65% of shipments still went to entertainment, education, research and data collection rather than productive commercial work, Morgan Stanley said.”

“Morgan Stanley ... put a target share price, external on the company of $300, a 33% jump from its highest trading price to date.”