The Smith Group at Morgan Stanley

The Smith Group at Morgan Stanley Financial Advisors at Morgan Stanley

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A new class of orexin-based drugs could transform treatment for excessive daytime sleepiness and, similarly to GLP-1s, b...
09/02/2026

A new class of orexin-based drugs could transform treatment for excessive daytime sleepiness and, similarly to GLP-1s, become a blockbuster if they are indicated to address other health conditions.

morganstanley.com

Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors...
08/26/2026

Higher rates and sharper scrutiny of AI investments are raising the bar for companies and rewarding discerning investors.

morganstanley.com

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for i...
08/05/2026

Following recent drops in AI infrastructure stocks, Morgan Stanley Research revisits key debates and suggests ways for investors to play the dip.

morganstanley.com

Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply con...
07/29/2026

Despite growing political resistance, investment in data centers isn't slowing. Ariana Salvatore explains why supply constraints may actually accelerate AI capital spending.

morganstanley.com

As spending on pensions, defense and debt service keep increasing, European nations will need to take decisive steps to ...
07/22/2026

As spending on pensions, defense and debt service keep increasing, European nations will need to take decisive steps to stabilize debt and reorient expenditure to most productive uses.

morganstanley.com

Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Jap...
07/15/2026

Robert Feldman and Michael Gapen discuss how AI could reshape growth, labor markets and productivity in the U.S. and Japan.

morganstanley.com

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two ...
07/08/2026

Following meetings across Europe and Asia, our Global Head of Cross-Asset Strategy Research, Serena Tang, discusses two of the main themes on investors' minds: uncertainty around U.S. monetary policy and increasing caution toward AI despite its long-term potential.

morganstanley.com

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our c...
07/04/2026

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.

Steady consumer trends, large-scale AI investment and the evolving role of private credit are driving new opportunities—...
07/01/2026

Steady consumer trends, large-scale AI investment and the evolving role of private credit are driving new opportunities—and new competition—across financial institutions.

morganstanley.com

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