The Micklos Group at Morgan Stanley

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09/08/2026

Here are a few simple, real-world tips that can make your family harder to target online from Rachel Wilson, Wealth Management Chief Data Officer—who happens to be a mom herself. If you want to talk through any of the cybersecurity tips, I'm always here.

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out mor...
09/04/2026

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets.

morganstanley.com

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the questi...
09/02/2026

Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the question now is, will the small-cap rally continue? We are skeptical.

brightcove.net

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matt...
08/31/2026

Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://livesocial.seismic.com/aCYlmg

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behin...
08/19/2026

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue?

brightcove.net

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key t...
08/17/2026

Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here.

brightcove.net

As AI adoption matures, value may shift from infrastructure winners to integration leaders with ex*****on capacity.
08/13/2026

As AI adoption matures, value may shift from infrastructure winners to integration leaders with ex*****on capacity.

brightcove.net

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.
08/07/2026

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role.

brightcove.net

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressi...
08/05/2026

With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets.

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