Trump‘s AI Action Plan

As the Iran conflict upends market narratives, our Global Head of Fixed Income Research Andrew Sheets offers his take on how to view the historic disruption happening in March and what the next few weeks could bring.Read more insights from Morgan Stanley.----- Transcript -----And ...  Show more

Live from Morgan Stanley’s European Financials Conference, our Head of European Banks Alvaro Serrano and European Equity Research Banks Analyst Giulia Aurora Miotto discuss how geopolitics, private credit risk and AI are testing how resilient banks really are.Read more insights f ...  Show more

A couple hundred people in San Francisco may be on the cusp of inventing artificial general intelligence (AGI). Yet most people are not paying close attention, are skeptical, and are certainly not in the room. Dwarkesh pulls back the curtain so that the broader public can underst ...  Show more

The White House just released a 28-page AI Action Plan alongside Anthropic's infrastructure report, revealing America's strategy for global AI dominance. This episode breaks down the energy crisis where China is adding 400+ gigawatts while the US manages only "several dozen," cre ...  Show more

It’s a historic moment in energy, with a leap forward in AI technology coming as the Trump administration sets a new direction for the US. The Energy Gang break down what it all means.

When they make The Energy Transition – The Movie, the week of 27th January 2025 will ...

In this episode, Andreas Munk Holm is joined by Eoghan O’Neill, Senior Policy Officer at the European Commission’s AI Office, to break down the EU AI Act, Europe’s strat ...