Ride Hailing, Electric Scooters, Even Flying ...

The economics of artificial intelligence are more questionable today than two years ago, says Goldman Sachs Research's Jim Covello, as enterprise buyers, model companies, and hyperscalers have yet to show returns on their spend. In a conversation with Alison Nathan and George Lee ...  Show more

Advent Co-Chair James Brocklebank explains why complex markets can create opportunities for private equity investors. This episode was recorded on April 21st, 2026. The opinions and views expressed herein are as of the date of publication, subject to change without notice, and ma ...  Show more

The auto industry is pivoting from big spending to capital discipline. Our analyst highlights possible areas where investors may find opportunities this year.

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Welcome to Thoughts on the Market. I'm Adam Jonas, Morgan Stanley's Head ...

A recent slew negative headlines about U.S. EVs makes it feel like the sky is falling on the market. Yet the data show robust growth. Combined battery electric and plug-in hybrid sales in 2023 were up 50% from 2022. Meanwhile, EV market share reached 9.5% in 2023, up from 7.5% in ...  Show more

Electric vehicles need to be more than just eco-friendly — they have to be more chic, convenient and affordable than their gas-powered alternatives, says sustainability leader Cynthia Williams. She explores what it'll take for an electric revolution to succeed in the US, calling ...  Show more

There are no two ways around it: 2023 was a difficult year for low-carbon energy investment, and 2024 has so far carried on in very much the same vein.

Rising interest rates, fears around future energy policy, cost inflation in some sectors, and perhaps a correction to s ...