#Morgan Stanley

3 articles tagged

Oracle Bond Risk Rises Amid AI Spending

Credit traders are buying protection against Oracle's debt default as the tech giant pours billions into AI infrastructure. Morgan Stanley expects Oracle's net adjusted debt to more than double to $29

By Daniel Rossi

#Oracle#AI Spending#Corporate Debt

Investment•Oct 9

Morgan Stanley Warns of 'Circular Financing' in AI Sector

Investment bank Morgan Stanley has raised concerns about 'circular financing' in the AI sector, where tech suppliers invest in their own customers.

By Marcus Bell

#Artificial Intelligence#Morgan Stanley#Nvidia

Investment•Sep 24

Adobe Stock Downgraded Over AI Growth Concerns

Morgan Stanley has lowered its rating on Adobe stock to 'Equal-weight', citing concerns that the company's generative AI initiatives are not delivering expected revenue growth.

By Aaron Hayes

#Adobe#Stock Market#Artificial Intelligence

Related Tags

Oracle Bond Risk Rises Amid AI Spending

Morgan Stanley Warns of 'Circular Financing' in AI Sector

Adobe Stock Downgraded Over AI Growth Concerns