{
  "generatedAt": "2026-10-22T05:18:18Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "morgan-stanley",
  "name": "Morgan Stanley",
  "ticker": "MS",
  "url": "https://deepstack.ltd/companies/morgan-stanley/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/morgan-stanley.json",
  "summary": "Morgan Stanley is named in 3 Parts of The Buildout, most recently Part 9: Habit Was the Moat. Agents Are Draining It..",
  "parts": [
    {
      "part": 3,
      "headline": "The Machines Will Work. The Debt Might Not.",
      "url": "https://deepstack.ltd/stories/the-debt-behind-the-machines/"
    },
    {
      "part": 4,
      "headline": "AI Spending Has Met Its First Real Bill",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 9,
      "headline": "Habit Was the Moat. Agents Are Draining It.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 3,
      "section": "Demand has teeth",
      "excerpt": "His checklist is substantial: token demand is up roughly 17,000-fold in four years; DeepSeek raised token prices despite a strategy built on undercutting; combined OpenAI and Anthropic revenue run rates crossed $110 billion in July; and Morgan Stanley put hyperscaler returns on AI capital expenditure at 25 to 46 percent.",
      "url": "https://deepstack.ltd/stories/the-debt-behind-the-machines/"
    },
    {
      "part": 4,
      "section": "The bill comes due",
      "excerpt": "Morgan Stanley still expects a large jump in 2027 and only a small one in 2028, which resembles a buildout with an end rather than an endless furnace.",
      "url": "https://deepstack.ltd/stories/the-market-stops-paying-for-faith/"
    },
    {
      "part": 9,
      "section": "The tollbooth shifts",
      "excerpt": "Morgan Stanley’s arithmetic, relayed by Tae Kim, says every 100 million users adds about 35 cents, or 1%, to Meta’s 2028 earnings per share.",
      "url": "https://deepstack.ltd/stories/habit-was-the-moat/"
    }
  ],
  "sides": [
    {
      "part": 16,
      "question": null,
      "side": "the-loan-is-a-bridge",
      "sideLabel": "The loan is a bridge",
      "claim": "Morgan Stanley's investor meetings with Nvidia leadership show accelerating growth rates even at 100 billion dollars revenue per quarter, strong demand for the Vera Rubin product cycle over the next 12 months, memory shortages lasting several…",
      "date": "2026-07-14",
      "url": null,
      "linkVerified": false,
      "storyUrl": "https://deepstack.ltd/stories/the-seller-holds-the-paper/",
      "sidesUrl": "https://deepstack.ltd/sides/the-seller-holds-the-paper/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 187.1,
    "change": 6.7,
    "changePercent": 3.714,
    "marketCap": 295109989261,
    "pe": 14.7555,
    "nextEarnings": "2027-01-14",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:00.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}