Should Apple join Amazon’s healthcare venture? Analysts make the case for collaboration between tech giants As big tech companies vie for a slice of the $3.5 trillion spent by Americans on healthcare each year, analysts… Read More
Seattle rideshare space company wins a shout-out for disrupting launch industry Seattle-based Spaceflight Industries has taken the spotlight in a research note from Morgan Stanley for disrupting the process of putting… Read More
Morgan Stanley says market for self-flying cars could rise to $1.5 trillion by 2040 The market for autonomous flying cars — also known as eVTOL aircraft, air taxis or personal air vehicles — could amount… Read More
Even Morgan Stanley’s conservative estimate of the next five years of cloud growth looks pretty good We already know cloud computing is going to be a huge business; that’s why we devoted a full day to… Read More
Morgan Stanley: Cloud computing is at ‘an inflection point’ — but how big will it get? Over the next few years, we will learn whether cloud computing is a nice little business that will settle into… Read More
Public cloud could become a utility like electricity, lifting AWS, Azure and others, Morgan Stanley says The public cloud has the potential to become a global utility, analogous to electricity — driving higher valuations for cloud providers… Read More
Some Morgan Stanley customers willing to invest big money in Uber without seeing books, report says In what could be seen as either a vote of confidence or a foolish bet, a group of investors are… Read More
Analyst warns Apple may ditch Amazon Web Services, taking nearly 10% of AWS revenue with it Apple will reportedly give Amazon about $1 billion this year to house its various cloud features in Amazon Web Services, making up about… Read More
Google hires new CFO: Morgan Stanley’s Ruth Porat, ‘the most powerful woman on Wall Street’ Google filled the position of chief financial officer this morning with a big name in the world of finance: Ruth… Read More
