The MRK Group at Morgan Stanley

08/31/2026

AI isn't just a technology race anymore.

It's becoming a sovereignty race.

As countries push for more control over compute, data, energy and infrastructure, the AI buildout could become more fragmented, more redundant and more capital-intensive.

That tension is the interesting part: fragmentation may create inefficiency at the system level, but it could also reshape where AI infrastructure gets built and who supplies the critical pieces behind it.

The question isn't just "who has the best model?"
It may be: "who controls the infrastructure that lets AI scale?"

morganstanley.com

08/28/2026

Entrepreneurship requires both vision and disciplined ex*****on. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "How to Build Your Business: Entrepreneurship & Founders," on Monday, September 14. This conversation is designed for founders, aspiring entrepreneurs and the next generation of business leaders looking to better understand what it takes to build, scale and sustain a successful business in today's evolving landscape, from sharpening a compelling value proposition to navigating capital decisions and growth strategies. https://livesocial.seismic.com/VVzwx https://livesocial.seismic.com/aPmBZI

08/17/2026

Long-term care planning isn't really about "care costs."

It's about what happens when those costs show up at the worst possible time.


A health event can do more than create a new expense. It can disrupt cash flow, force difficult decisions around assets, affect taxes and put family members in the position of making urgent choices under pressure.

That's the part many people don't fully plan for.

This Morgan Stanley article reframes long-term care as a broader financial and family planning issue, not just an insurance conversation. It also raises a few practical questions worth considering before a crisis makes them unavoidable.

Read the full article to see what long-term care planning can mean for your finances, your family and the legacy you want to protect.

morganstanley.com

08/13/2026

Midterm elections can feel like political noise.

But in 2026, one issue may cut through everything: affordability.

Morgan Stanley's latest outlook points to a striking historical pattern: when gas prices rose heading into midterm elections, the incumbent party lost an average of 32 House seats. When gas prices fell, the average loss was just six.

That gap is hard to ignore, especially with House control sitting on such a narrow margin.

The bigger question for investors isn't just who wins. It's how voters' views on inflation, energy costs and the economy could shape policy expectations across sectors after Election Day.

The full article breaks down what Morgan Stanley Wealth Management's Global Investment Office is watching as the midterms approach.

Click through to read the full outlook.

morganstanley.com

07/27/2026

Does your compensation extend beyond a traditional paycheck? Join us Monday, August 3 for "Planning for Retirement: IRAs, 401(k)s, RSUs, Stock Options and ESOPs," part of our Wealth Education for the Next Generation Series. You'll have the opportunity to learn how retirement plans, equity compensation and employer sponsored benefits can become powerful engines of long-term wealth. Register Here:
https://livesocial.seismic.com/a_kKml

07/16/2026

The streaming wars aren't slowing down. They're changing shape.

U.S. households now average 5.4 streaming services, yet the real battle may be less about adding subscribers and more about becoming the platform people refuse to cancel.

That puts content quality, exclusivity, bundles and live sports at the center of the loyalty equation.

For investors watching media and entertainment, the next phase of streaming may hinge on stickiness, not scale.

Read the full article to see what's driving subscriber loyalty in 2026.

morganstanley.com

06/01/2026

The biggest disruption in banking might not be a new product. It might be the "rails" underneath everything.

In Morgan Stanley's Thoughts on the Market, Betsy Graseck frames digital-asset rails as a 2030 story with near-term catalysts, including DTCC adding tokenized products in fall 2026 and Nasdaq/NYSE extending trading hours on December 6, 2026.

If you want the clearest explanation of what could change and when, it's worth the read/listen.

morganstanley.com

05/25/2026

Honoring and remembering the service members who made the ultimate sacrifice for our nation. Wishing everyone a meaningful Memorial Day as we reflect with gratitude and respect.

05/18/2026

AI capex is exploding, but the part that caught my attention is why it may not behave like a normal cycle.

In Morgan Stanley's latest Thoughts on the Market, Andrew Sheets frames AI infrastructure spend as unusually "inelastic" - even as costs rise - and points to a striking scale-up: roughly $800B in 2026, with estimates rising to ~$1.1T by 2027.

If that's right, the real question isn't "is spending big?", it's what keeps it big when conditions tighten.

morganstanley.com

05/11/2026

The market has been thinking about AI in linear terms.

Morgan Stanley's Tom Wigg and Stephen Byrd argue the next phase could be anything but linear, as breakthroughs accelerate and the "bull case" shifts from bigger models to better improvements.

The part that stuck with me: why the next leg may look very different from what investors have been pricing in so far.

If you want the full framework (and what could change next), click through and listen/read the episode.

morganstanley.com