Morgan Stanley Sees Massive AI Spending Today Different From Tech Booms of the Past – Here’s Why Banks October 25, 2025 A top strategist at Morgan Stanley says the ongoing AI investment tsunami is far stronger than previous tech booms due…
Former UBS Strategist Warns AI CapEx Surge Marks ‘Peak Bubble’ Phase Banks October 6, 2025 A former UBS chief investment strategist warns that AI CapEx (capital expenditure) is accelerating at a record pace, lifting valuations…
Trillion-Dollar Brokerage Raymond James Sets CoreWeave (CRWV) Price Target, Forecasts $900 Billion AI Spend Markets & Investments September 17, 2025 Raymond James is placing a fresh bet on CoreWeave (CRWV), telling clients the cloud upstart sits at the heart of…
