The MRK Group at Morgan Stanley

10/30/2026

US equities fell sharply Friday, with the S&P 500 posting its worst day since June, as investors faced deepening anxiety over the AI trade. Read more in the 1% Move report.

morganstanley.com

10/26/2026

Healthcare's next breakthrough may not come from a new drug alone.

AI is already helping companies reduce the time between clinical results and regulatory filings from months to weeks. But its impact is extending further, from drug discovery and patient engagement to how companies evaluate growth opportunities.

That shift is unfolding alongside resilient M&A activity and rapid innovation across oncology, obesity and diagnostics.
What could these forces mean for healthcare's next chapter?

Click through for insights from leaders at Morgan Stanley's 2026 Global Healthcare Conference.

morganstanley.com

10/22/2026

The S&P 500 closed lower Thursday, as investors weighed concerns on the size of the AI capital expenditure buildout. Read more in the 1% move report.

morganstanley.com

10/22/2026

$40 billion to $2.3 trillion by 2030.
That's the projected growth of tokenized real-world assets, as digital infrastructure moves from experimentation toward practical uses in cash management, collateral and distribution.

But technology alone won't determine which asset and wealth managers lead the next phase of growth. The real differentiator may be how firms translate AI and tokenization into stronger client relationships, greater capacity and scalable business models.

Read the full article to explore what could separate the industry's winners from the laggards.

morganstanley.com

10/16/2026

US equities retreated Friday as elevated financing costs amplified concerns surrounding return on investment from the AI capex buildout. Read more in the 1% Move report.

morganstanley.com

10/15/2026

US equities fell sharply on Wednesday, as a hotter-than-expected September CPI report prompted a hawkish repricing of near-term expectations for Fed policy. Read more in the 1% Move report:

morganstanley.com

10/13/2026

AI's next bottleneck may not be intelligence. It may be infrastructure.

Power equipment providers are already discussing turbine deliveries into 2031 and 2032, while autonomous trucking approaches a critical commercialization window.

The bigger question: Can the physical economy build fast enough to keep pace with technological ambition?
Listen to the full conversation on what comes next for power, freight and AI.

morganstanley.com

10/07/2026

Healthcare M&A isn't just holding up. It may be entering a new phase.
Global deal volumes have reached approximately $4.7 trillion, well above the 10-year average, as strategic buyers compete for innovation, scale and future growth.

But dealmaking is only part of the story. AI, patent expirations and breakthroughs across oncology and obesity are reshaping the industry's next chapter.

Explore the key themes healthcare leaders are watching in the full article.

morganstanley.com

09/28/2026

In today's increasingly digital world, safeguarding your personal and financial information is more important than ever. I'm pleased to share the next session in our Wealth Education for the Next Generation series, "Cybersecurity and Digital Wealth Protection," taking place on Monday, October 5. This timely discussion will explore practical cybersecurity strategies and responsible digital habits that can help protect your online identity, financial accounts, and personal data. Whether you're managing your own wealth or helping guide the next generation, you'll leave with actionable insights to strengthen your digital security. https://livesocial.seismic.com/aD4_CL

09/24/2026

AI spending is massive.
But the more interesting question is whether the economics can actually work.

Morgan Stanley's Brian Nowak points to a striking possibility: across three emerging AI business models, GenAI-enabled technologies could generate roughly 25% to 50% returns on invested capital.

That shifts the debate from "How big is the spend?" to "Where can the profit pools emerge?"
For investors watching the AI buildout, that distinction matters.

morganstanley.com