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Morgan Stanley mobilizes capital to help governments, corporations, institutions, and individuals around the world achieve their financial objectives.
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Morgan Stanley files ETF application involving multiple Eaton Vance state municipal bond ETFs
Bloomberg ETF analyst Eric Balchunas posted on X that Morgan Stanley has filed a rare ETF application involving multiple Eaton Vance state municipal bond ETFs, which currently exist only as closed-end funds or mutual funds. He believes these ETFs could perform well if management fees reach institutional levels or lower.
Morgan Stanley's Bitcoin ETF Reaches $635 Million in Net Assets 5 Months After Launch
: Morgan Stanley Bitcoin Trust (MSBT), the spot Bitcoin exchange-traded fund under U.S. financial services firm Morgan Stanley, had net assets of $635 million and cumulative net inflows of $538 million as of September 14. The fund listed on the New York Stock Exchange on April 8, making it the first spot Bitcoin exchange-traded product launched by an asset management arm affiliated with a major U.S. bank.Since listing, MSBT has recorded only one single-day net outflow, of $5.26 million, on May 29. Over the past 21 trading days, the fund recorded inflows on 12 trading days, with cumulative net inflows of approximately $71.95 million; on the most recent trading day, it added $9.75 million in Bitcoin exposure, marking its fifth consecutive trading day of net inflows. (Bitcoin.com News)
Bitcoin
Bitcoin.com
More than 12 banks, including Goldman Sachs and JPMorgan, expect the Fed to raise rates by 25 basis points in September
Odaily reports: More than 12 banks, including Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley, expect the Federal Reserve to raise interest rates by 25 basis points on September 16. The CME FedWatch tool shows that market pricing puts the probability of a September rate hike at 87.3%, up from 61.9% at the end of August.The U.S. core consumer price index rose 0.3% month-over-month in August, versus market expectations of 0.2%. The current federal funds rate target range is 3.50% to 3.75%. HSBC expects the Fed to raise rates in both September and December, while UBS expects a cumulative 50 basis points of tightening by year-end.The Federal Open Market Committee will begin a two-day meeting on September 15 and will announce its rate decision on September 16. Bitcoin previously briefly broke above $79,000 before falling back to around $77,000. (Bitcoin.com News)
August
Bitcoin
Bitcoin.com
Market
Open
摩根大通
Morgan Stanley's affiliated Bitcoin ETF has cumulatively increased its holdings by approximately 487 bitcoins over the past week.
According to Onchain Lens monitoring, Morgan Stanley's MSBT Bitcoin ETF has again withdrawn 48.712 BTC from Coinbase Prime, valued at approximately $3.85 million. Over the past week, the fund has cumulatively received 487.13 BTC, worth about $38.45 million.
Bitcoin
Coinbase
Onchain
Morgan Stanley: 40% Shortfall in High-End Glass Cloth, Material Strength Underestimated
According to Chaoxiang Research, Morgan Stanley's September 13, 2026 research report indicates that the supply gap for high-end glass fabric will be approximately 40% in 2026, deepen in 2027, and ease to around 30% in 2028. HVLP4+ copper foil is projected to face a shortage of about 31% in 2027 and roughly 20% in 2028. Optical fiber demand for AI-driven data centers is expected to grow at a compound annual growth rate exceeding 20% from 2025 to 2030, with optical fiber prices already reaching a seven-year high. The global CCL market is projected to increase from approximately $19 billion in 2025 to around $47 billion in 2030.
Cyclean
Glass
Yesterday, Bitcoin spot ETFs recorded net outflows of $283 million.
According to data from Trader T (@thepfund), Bitcoin spot ETFs recorded a net outflow of $283 million yesterday, including: • ARKB (Ark): Outflow of $164 million, the largest for the day • GBTC (Grayscale): Outflow of $36.38 million • FBTC (Fidelity): Outflow of $33.55 million • IBIT (BlackRock): Outflow of $24.46 million • HODL (VanEck): Outflow of $15.27 million • BITB (Bitwise): Outflow of $12.56 million • MSBT (Morgan Stanley): Slight inflow of $3.98 million, the only one posting net inflows for the day
Ark
Ark
Bitcoin
Bitwise
Grayscale
IBIT
OpenAI Launches Financial Services Version of ChatGPT
According to CNBC, OpenAI launched ChatGPT for Financial Services on September 10, a customized version of its enterprise product ChatGPT Work, jointly designed and developed with Morgan Stanley and Evercore, powered by the latest GPT-6 Astra underlying model. The product automates traditionally junior banker tasks such as company research, financial data analysis, and investment banking PPT creation, while natively integrating industry-standard data sources like LSEG, Daloopa, and PitchBook. Nick Turley, VP of Products at OpenAI, stated that the tool aims to boost employee productivity rather than directly cut jobs, and the company plans to introduce customized solutions to additional industries in the future.
Astra
Astra
Astra
Pop Social
QnA3
Morgan Stanley: Stablecoin Market Exceeds $300 Billion, Tokens May Not Necessarily Benefit
According to Chaoshang Research, Morgan Stanley’s September 8, 2026 research report indicates that the stablecoin market exceeds $300 billion, tokenized real-world assets surpass $30 billion, and Bitcoin’s market capitalization accounts for approximately 5% of gold’s. Institutional participation is accelerating, yet adoption does not necessarily translate to token price appreciation. Morgan Stanley posits that while blockchain technology may see widespread adoption, the economic benefits are likely to accrue to institutions controlling distribution, custody, and customer relationships. Incumbent institutions will retain client relationships, crypto-native companies will capture infrastructure share, and public protocols must generate sustained token demand to benefit. Professional capital will gradually and selectively flow toward assets with deep liquidity, credible governance, and proven value capture mechanisms.
Bitcoin
Market
Yesterday, Bitcoin spot ETF net outflows reached $120.24 million.
According to data from Trader T (@thepfund), Bitcoin spot ETFs saw a net outflow of $120.24 million yesterday. The details are as follows: • $ARKB (Ark): Outflow of $77.98 million, representing the day's largest outflow • $GBTC (Grayscale): Outflow of $27.22 million • $IBIT (BlackRock): Outflow of $19.53 million • $MSBT (Morgan Stanley): Inflow of $4.49 million, the only net inflow of the day • All other ETFs recorded zero net flow
Ark
Ark
Bitcoin
Grayscale
IBIT
InfinityBit
Yesterday, US Ethereum spot ETFs recorded a net outflow of $24.29 million.
According to data from Trader T, U.S. spot Ethereum ETFs recorded a total net outflow of $24.29 million on September 8. Among them, Fidelity FETH saw a net inflow of $9.89 million; Grayscale ETHE had a net outflow of $9.57 million, and Grayscale Mini Ethereum ETF registered a net outflow of $24.61 million. BlackRock ETHA, Bitwise ETHW, 21Shares TETH, Invesco QETH, Franklin EZET, VanEck ETHV, BlackRock Staked Ether ETF ETHB, and Morgan Stanley MSSE all recorded zero fund flows on the day.
21Shares
Bitwise
ETHA Lend
Ethereum
EthereumPoW
Franklin
U.S. Bitcoin spot ETFs recorded a net outflow of $46.64 million yesterday.
According to Trader T data, U.S. spot Bitcoin ETFs recorded a total net outflow of $46.64 million on September 8. Among them, BlackRock IBIT recorded a net inflow of $10.66 million, Bitwise BITB recorded a net inflow of $14.47 million, ARK ARKB recorded a net inflow of $8.06 million, and Morgan Stanley MSBT recorded a net inflow of $7.41 million; Fidelity FBTC recorded a net outflow of $17.05 million, Invesco BTCO recorded a net outflow of $4.68 million, and Grayscale GBTC recorded a net outflow of $65.51 million. Net flows for all other products were zero on the day.
Ark
Ark
Bitcoin
Bitwise
Grayscale
IBIT
Morgan Stanley: AI Inference Era Begins, CapEx to Slow in 2028, Funds Shift to Software Layer
According to TrendForward research, a Morgan Stanley research report dated September 4, 2026, indicates that hyperscaler data center capital expenditures will reach $1.5 trillion in 2027, a 60% year-over-year increase, before the growth rate drops sharply to 12% in 2028. Total AI compute capacity is expected to expand from 35 gigawatts in 2025 to 145 gigawatts in 2028, representing a fourfold increase. Custom chips will capture a growing share of incremental capacity, rising from 34% to 66%, driven primarily by Google TPUs and Amazon Trainium. GenAI returns on investment range between 25% and 50%, with the model layer delivering the highest returns by running APIs on proprietary infrastructure (approximately 46%). Approximately 25% of S&P 500 companies have quantified GenAI returns, up from 14% a year ago.
Inference
Morgan Stanley: SPE sector declines to fund incremental WFE; market awaits AI capital return certainty
According to Chaoshang Research, Morgan Stanley released a Semiconductor Capital Equipment (SPE) industry report on September 7, highlighting seven core debates. Morgan Stanley noted that WFE (wafer fabrication equipment) forecasts continue to be revised upward, but the market is no longer satisfied with the narrative of further capacity expansion. Investors require clearer evidence of AI-related capital returns before they are willing to pay for incremental upside. Morgan Stanley recommends AEIS, MKS, and ONTO, which the market currently prices as peaking in 2027, and maintains a Market Perform rating on the SPE sector.
Market
Morgan Stanley: GPT-6 Astra Reshapes AI Demand, Compute Remains the Top Priority Allocation Focus
According to Chaoxiang Research, Morgan Stanley's September 7 report states that the release of GPT-6 Astra is strengthening the AI infrastructure investment narrative. Large models trained on 1 million GPUs and expanded to encompass broad capabilities such as reasoning, engineering, and physical world tasks will expand the AI addressable revenue pool. Morgan Stanley believes that the current risk of underestimating AI investments now outweighs the risk of overestimating them. After investors significantly reduced their AI positions, the market pullback provides a window to reposition.
Astra
Astra
Astra
Focus
GPU.Net
Node AI
Robinhood Acts as Lead Underwriter for First Time in Oura's IPO Valued at Over $11 Billion
Odaily News: Robinhood Markets has officially served as an IPO underwriter for the first time, participating in the listing of smart ring maker Oura. Oura filed for its IPO last Thursday, with an expected listing valuation exceeding $11 billion. Goldman Sachs, Morgan Stanley, and JPMorgan are serving as the lead book-runners for the deal, with Robinhood ranking 18th among the 18 underwriters.In June of this year, Robinhood received regulatory approval to conduct underwriting business, and CEO Vlad Tenev previously stated his desire to "disrupt" the IPO market. As an underwriter, Robinhood is expected to gain more influence in the allocation of IPO shares to its retail clients. (The Wall Street Journal)
June
Robinhood
Street
摩根大通
Morgan Stanley: Tesla Cybercab Officially Launches in Austin, 45 Vehicles Registered, 1 Million Miles Achieved, $400 Price Target
According to Chaoxiang Research, Morgan Stanley’s September 4 research report notes that Tesla’s Cybercab has officially launched autonomous ride-hailing services to the public in Austin. Users can book either the Cybercab (two-seater) or the Model Y (four-seater) through the Robotaxi app. Texas DMV data shows 45 Cybercabs are now registered, up from just 7 in the days preceding the launch event. Tesla’s mileage driven under unsupervised autonomy has exceeded 1 million miles, surging over 160% from the 380,000 miles logged in Q2. The Cybercab is projected to sell for under $30,000, with operating costs per mile below $0.20, and will feature wireless inductive charging. Morgan Stanley maintains a neutral rating on the stock with a $400 price target, implying roughly 6% upside from current levels.
Price
特斯拉
Over the past 4 days, Morgan Stanley's MSBT Bitcoin ETF received 355.33 BTC, worth approximately $28.3 million
Odaily News: According to Onchain Lens monitoring, Morgan Stanley's MSBT Bitcoin ETF has accumulated another 94.56 BTC, withdrawn from Coinbase Prime, worth approximately $7.54 million. Over the past 4 days, the ETF has received 355.33 BTC, worth approximately $28.3 million.
Bitcoin
Coinbase
Onchain
Morgan Stanley: Foldable iPhone Expected to Contribute $14 Billion, Pro Models Price Increase Over $200
According to Chaoxiang Research, a Morgan Stanley research report dated September 1, 2026 states that Apple will release its first foldable iPhone on September 9. Initial production volume is set at 7 to 8 million units for the second half of 2026, with the first product cycle potentially reaching 20 million units and contributing approximately $14 billion in revenue solely from the December quarter. The foldable model is expected to carry a starting price of $2,399 (512GB), with every 1% increase in foldable shipment share projected to raise the iPhone average selling price by roughly 1.5 percentage points. The Pro series will experience the steepest price increases: the 256GB iPhone 18 Pro will start at $1,299, an increase of $200 (18%) from the previous generation, while the 256GB Pro Max will start at $1,399, up 17%. It marks the first-time adoption of the 2nm A20 Pro chipset. Leveraging TSMC's 2nm process, which delivers a 10% to 15% performance gain at equivalent power consumption, it supports enhanced on-device AI capabilities and justifies the premium pricing.
Apple
Contribute
MAX
Price
Morgan Stanley: 70% of NVIDIA's FY28 Revenue Guidance Constrained by Supply; Inference Has Become the Largest and Continuously Expanding Data Center Segment
According to Chaohiang Research, JPMorgan's September 2 investor meeting minutes for NVIDIA indicate that NVIDIA is "comfortable" with its guidance for 70% year-over-year growth in FY28, and this guidance is supply-constrained rather than demand-constrained; with sufficient supply, the business could grow more than double. Inference has become the largest and expanding segment of the data center business. Eighteen months ago, inference and training each accounted for roughly half, but currently inference exceeds training and will continue to rise. Advanced wafers and memory are the two major supply bottlenecks, and NVIDIA maintains close cooperation with TSMC and the three major memory suppliers. The customer base continues to broaden, with OpenAI and Anthropic currently accounting for approximately 20% of end-user demand, which may approach 25% by FY28; new cloud providers now account for over 50% of AI computing infrastructure. Open-source and closed-source models will coexist, and gross margins for model developers are improving. NVIDIA supports long-term demand through revenue sharing, the PORTS-Pike campus, and a $500 billion private capital financing platform. Morgan Stanley maintains an Overweight rating with a price target of $320, based on approximately 20x the expected CY2026 EPS of $15.87.
based
Center
Inference
NVIDIA
Open
摩根大通
Anthropic to Finalize $15 Billion Revolving Credit Facility Ahead of IPO
According to Bloomberg reports, sources familiar with the matter said that AI company Anthropic PBC is finalizing an expansion of its revolving credit facility to $15 billion. The financing arrangement is led by Morgan Stanley, with Goldman Sachs, JPMorgan Chase, and Citigroup also playing key roles. The same four banks are reportedly also set to lead Anthropic's highly anticipated initial public offering (IPO).
摩根大通