Rohan Paul (@rohanpaul_ai)
포춘 보도에 따르면 모건 스탠리는 미국 주요 연구소들의 컴퓨팅 파워 급증이 AI의 대규모 돌파구를 이끌 수 있다고 전망했다. 훈련 하드웨어를 10배 늘리면 모델 지능이 사실상 두 배가 될 수 있다고 언급했으며, 최근 출시된 GPT-5.4도 함께 거론됐다.
Fortune: Morgan Stanley predicts a massive AI breakthrough driven by a huge spike in computing power across major U.S. laboratories. Increasing the amount of hardware used for training by 10x can effectively double the intelligence of these models. The recently released GPT-5.4
Morgan Stanley warns recent dollar strength may be a bull trap, forecasting reversal as Fed cuts rates twice while ECB raises 50bp, with markets underestimating Iran conflict's economic impact and growth slowdown risks despite pricing in energy-driven inflation concerns
Bloomberg Technology | Crypto Trading Splits Amid Iran War, Morgan Stanley's Crypto Ambitions | Bloomberg Crypto 3/24/2026
"Bloomberg Crypto" covers the people, transactions, and technology shaping the world of decentralized finance. Today's guests: RobinHood Senior Vice President & General Manager Johann Kerbrat, Morgan Stanley Head of Digital Asset Strategy Amy Oldenburg, and Ledger Chairman & CEO Pascal Gauthier. (Source: Bloomberg)
Read more: https://www.bloomberg.com/news/videos/2026-03-24/bloomberg-crypto-3-24-2026-video
#bloomberg #cryptotrading #iranwar #morganstanley #digitalasset
Bloomberg Technology | Considering Tokenizing Every Asset Class: Morgan Stanley's Oldenburg
Amy Oldenburg, head of digital asset strategy at Morgan Stanley, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Morgan Stanley has bolstered its digital asset business in recent months. In January, the company named Oldenburg to her new role, and also filed for Bitcoin, Ether and Solana ETFs. Morgan Stanley partnered with Zerohash to allow E*Trade clients to trade digital assets starting this year. (Source: Bloomberg)
Morgan Stanley's chief equity strategist Mike Wilson suggests gold's 18% decline since U.S.-Israeli attacks on Iran signals positive momentum for U.S. stocks, with S&P 500 outperforming gold by 12% as geopolitical tensions ease and economic activity remains strong despite gold entering bear market territory.
What happens when a major financial institution prepares its #APIs for #AIagents?
#MorganStanley had to rethink large parts of its API program.
The big shift: #ModelContextProtocol (MCP) - which has gone from obscurity to industry standard in ~18 months.
It fundamentally changes who - or what - is consuming your APIs.
Learn more: https://bit.ly/3PFnUmV
📈 #MorganStanley da un paso histórico: presenta su propio ETF de #Bitcoin con el ticker $MSBT. 👇
European banking leaders dismiss private credit market stress as systemic threat, calling it natural correction while 41% of industry executives identify it as top short-term risk, prompting calls for regulatory stress testing to enhance transparency and restore investor confidence in the sector.
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