Cross-asset research on AI, tech, FX, and tax shifts

This cluster highlights Morgan Stanley’s latest research and client outreach across equities, macro, and planning. Analysts reassess leading names like Nvidia, Trade Desk, Ionis, and Opendoor while framing AI as both a disruption risk and a driver of a new productivity-led bull market, including insights shared at events such as the Morgan Stanley Technology, Media & Telecom conference with Meta’s CFO. The firm also provides FX commentary on Japan and emerging markets, plus guidance on how the proposed One Big Beautiful Bill Act could reshape U.S. tax planning in 2026. Together, these views show Morgan Stanley positioning clients for an AI-driven, policy-sensitive market environment.