MS · News · 20260916N

AI Infrastructure Financing Outlook

MORGAN STANLEY · 2026-09-16 · Importance 26 · Surprise 24

Morgan Stanley Co-President Dan Simkowitz said the firm does not view 2026 as a peak-earnings year. He identified continued financing demand tied to artificial intelligence, a developing capital-markets recovery, and growth in wealth management as key opportunities. Simkowitz said Morgan Stanley generated nearly $80 billion in revenue over the last four quarters, providing scale for these initiatives.

Key facts

• Morgan Stanley believes SpaceX's Cursor could potentially contribute billions to SpaceX's revenue by 2027. source
• Morgan Stanley cited continued financing demand tied to artificial intelligence as a growth opportunity. source
• Morgan Stanley reiterated an 'Overweight' rating on SpaceX. source