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- Morgan Stanley Reaffirms Overweight Rating On Microsoft As CIO Survey Highlights Dominant Generative AI Market Position
Published: Apr 16, 2026
Section: Companies & Industry
Microsoft has emerged as the primary beneficiary of enterprise AI spending, according to a new Morgan Stanley CIO survey showing 46% of respondents expect the firm to gain the most...
- Strategist Ed Yardeni Rejects "AI Apocalypse" Narrative While Maintaining 10,000 S&P 500 Year-End Forecast
Published: Feb 26, 2026
Section: Global Economy
Wall Street veteran Ed Yardeni has countered a viral research note from Citrini Research that warns of a "Global Intelligence Crisis" leading to a 38% market crash by 2028. While C...