Morgan Stanley’s recent 2025 Technology, Media & Telecom Conference underscored five emerging AI themes set to shape the next phase of adoption. First, reasoning is becoming the new benchmark for AI capability, moving beyond pattern recognition to more sophisticated understanding. Second, so-called hyperscalers see cloud migrations and AI workloads as revenue opportunities. Third, Large language models (LLMs) see potential in AI reasoning for enterprises. Fourth, data companies zero in on evaluating AI. Finally, software companies set their sights on agentic AI.
These themes reflect AI’s shift from hype to impact, with 2025 expected to mark a critical year in enterprise adoption and deployment. “We’re on the precipice of an entirely new technology foundation, where the best of the best is available to any business. The way companies will win is by bringing that to their customers holistically,” said Kate Claassen, Head of Global Internet Investment Banking at Morgan Stanley.
Read the full insight here.
Read more
Global Trade
Trump ignites global trade war / Reactions
The USA itself will be the victim of Trump’s trade policy.
Private Debt
The case for private debt in real asset financing
What makes the combination of private debt and real assets particularly compelling in today’s market?
Schroders
Looking ahead: 30-year return forecasts
Higher returns are expected across asset classes, driven by stronger productivity growth for equities and elevated long-term central bank rate projections for bonds.
Quant Investing
AI and quantitative investing
Artificial intelligence applications go way beyond stock selection.
Bellevue Asset Management
Demographics and AI drive MedTech stocks
MedTech investment case: What makes it attractive, which trends stand out?
