AIBullishCrypto Briefing · 3h ago7/10
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Morgan Stanley ups tech giants’ capex forecast to $805B for 2026
Morgan Stanley has raised its capital expenditure forecast for major technology companies to $805 billion for 2026, reflecting accelerated investment in artificial intelligence infrastructure. This upward revision underscores intensifying competition among tech giants to build AI capabilities while maintaining U.S. technological leadership against global rivals.
