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Business Insider
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 Aug 14
Inflation is cooling but 2 risks remain, Morgan Stanley says: Morgan Stanley's top US economist sees overlapping inflation pressures from energy shocks and the ...
businessinsider.com/inflation-outlook-economy-risk-federal-reserve-interest-rates-morgan-stanley-2026-8
Inflation is cooling but 2 risks remain, Morgan Stanley says
Key FactsMorgan Stanley identifies energy and AI inflation risks
Aug 14, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: businessinsider.com
  • Michael T. Gapen sees receding core inflation, so the Federal Reserve may initially wait after holding rates in July.

  • His forecast assumes supply shocks fully fade, without new shocks or substantial AI-related demand pressure.

  • After the latest US-Iran escalation, spot and futures prices rose meaningfully, renewing inflation concerns, Gapen said.

  • Gapen expects AI demand to keep electronics prices elevated in coming quarters, partly offsetting disinflation elsewhere.
    • Following the recent re-escalation between the US and Iran, both spot and futures prices have risen meaningfully, renewing concerns about inflation," he stated. "This has reversed the temporary decline in oil prices that followed the signing of the MOU between the two countries.— Michael T. Gapen, Morgan Stanley's chief US economist, in a client note
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B−
 Jul 22
Morgan Stanley says selling in memory stocks is a major buying opportunity: Morgan Stanley says selling in memory stocks is an opportunity, as demand for memory ...
businessinsider.com/memory-chip-stocks-selloff-buy-the-dip-nvda-avgo-mu-2026-7
Morgan Stanley says selling in memory stocks is a major buying opportunity
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deraktionaer.de
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 Jun 15
Western Digital, Seagate and Co.: +14 percent - | Share price jump after AI bombshell
deraktionaer.de/artikel/aktien/western-digital-seagate-und-co-14-prozent-kurssprung-nach-ki-hammer-20402858.html
Western Digital, Seagate and Co.: +14 percent - | Share price jump after ...
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B−
 May 13
US inflation spike will peak in the next month, Morgan Stanley says: Morgan Stanley's top US economist said a "trifecta" of inflationary pressures could cause ...
businessinsider.com/us-inflation-spike-peak-morgan-stanley-gas-prices-economy-oil-2026-5
US inflation spike will peak in the next month, Morgan Stanley says
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A
 Apr 20
Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs
reuters.com/technology/morgan-stanley-sees-agentic-ai-widening-chip-spending-beyond-graphics-processors-2026-04-20/
Morgan Stanley sees agentic AI widening chip spending beyond graphics ...
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B+
 Oct 10 25
Nvidia stock gets a price target hike from one analyst as another says its AI wave is just getting started
qz.com/nvidia-price-hike-cantor-ai-morgan-stanley
Nvidia stock gets a price target hike from one analyst as another says its ...
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Business Insider Aug 08 25
Morgan Stanley: Chief Strategist Reveals the "Biggest Equity Opportunity Before Interest Rate Cut"
businessinsider.de/wirtschaft/morgan-stanley-chefstratege-verraet-die-groesste-aktienchance-vor-zinssenkung/
Morgan Stanley: Chief Strategist Reveals the
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 Mar 12 24
Stock market outlook: Morgan Stanley CIO sticks to bearish forecast: "We're going to be very selective and that's why we think you have to be a stock picker here ...
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 Aug 01 23
Forget AI and inflation, FOMO is now the stock market's dominant force: Bears including Morgan Stanley's top strategist Mike Wilson have abandoned their gloomy ...
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Forget AI and inflation, FOMO is now the stock market's dominant force
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