Martijn Rats: Will Oil Prices Continue to Fall?

Martijn Rats: Will Oil Prices Continue to Fal...

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Asia’s Race to Power AI

As AI demand surges, our Asia Energy Analyst Mayank Maheshwari discusses the new multi-trillion-dollar investment cycle to secure the power, fuels, grids and storage that keep modern life running.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on ...  Show more

The High Cost of AI Memory

The Head of our Europe and Asia Technology Team, Shawn Kim, explains how AI’s appetite for memory chips is boosting the cost of everything from data centers to smartphones, with consequences that may reach far beyond the tech industry.Read more insights from Morgan Stanley.----- ...  Show more

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