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Morgan Stanley: AI is a capital expenditure black hole, risks spreading to the credit market

Morgan Stanley: AI is a capital expenditure black hole, risks spreading to the credit market

Morgan Stanley points out that artificial intelligence is shifting from being merely a hot topic in capital markets to becoming a real variable that induces structural pressure in credit markets. Vishwanath Tirupattur, Head of North American Fixed Income Research at the bank, believes that market perceptions of AI are showing

Japan returns to growth but remains sluggish; Q4 2025 GDP annualized quarterly rate at 0.2%, below expectations, expansionary fiscal policy supported.

Japan returns to growth but remains sluggish; Q4 2025 GDP annualized quarterly rate at 0.2%, below expectations, expansionary fiscal policy supported.

``` Although Japan reversed the deep contraction seen in the previous quarter, economic growth in the fourth quarter of 2025 remained far below market expectations. This weak performance provided support for Prime Minister Sanae Takaichi’s advocacy of expansionary fiscal policy and also put the Bank of Japan’s rate hike

Storage giant quarterly report "Five key points": Current cycle strength surpasses the 2017-18 "cloud boom cycle"

Storage giant quarterly report "Five key points": Current cycle strength surpasses the 2017-18 "cloud boom cycle"

With the release of fourth-quarter financial reports by storage giants, a clear signal is emerging: not only has the storage industry emerged from its trough, but it has also begun an unusually strong "super cycle" driven by the AI wave. According to Chase Trading Desk, this week the

Risk-off mode! Morgan Stanley: The market is starting to buy U.S. Treasuries.

Risk-off mode! Morgan Stanley: The market is starting to buy U.S. Treasuries.

As cracks appear in the narrative of AI investment returns, investors are choosing to retreat and embrace U.S. Treasuries instead. According to the Chasing Wind Trading Desk, Morgan Stanley’s U.S. Rate Strategy team published a report on February 13th showing that the market's wind vane

India contributes 100 million "weekly active users," accounting for 1/8 of OpenAI's active users, second only to the United States.

India contributes 100 million "weekly active users," accounting for 1/8 of OpenAI's active users, second only to the United States.

``` On February 15, OpenAI CEO Sam Altman stated in an article published in The Times of India that India has become one of its key strategic markets globally. The country currently has 100 million weekly active ChatGPT users, accounting for about one-eighth of the global total, making its user base

OpenClaw founder joins OpenAI, aiming to "develop an AI assistant that even my mom can use."

OpenClaw founder joins OpenAI, aiming to "develop an AI assistant that even my mom can use."

``` The Silicon Valley AI "talent war" is intensifying. Amid direct competition between Zuckerberg and Altman, the founder of the hugely popular intelligent agent OpenClaw ultimately sided with OpenAI, aiming to break through the final barrier from AI being "fun" to "useful". OpenAI CEO Sam

Current status of US earnings calls: Discussion of "AI risks" has doubled, companies must "prove their innocence," and investors "sell first, ask questions later."

Current status of US earnings calls: Discussion of "AI risks" has doubled, companies must "prove their innocence," and investors "sell first, ask questions later."

``` Despite strong corporate profit growth, during the current earnings season, management and investors have shifted their focus entirely to another dimension: the threat posed by artificial intelligence (AI). On February 15, Bloomberg’s analysis of earnings call transcripts showed that the number of times management referenced “AI disruption” on calls