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Morgan Stanley: These Are The 5 Themes That Will Drive Markets In 2026

By Michelle Weaver, thematic strategist atMorgan StanleyA core element of the research process is asking the right question at the right time. Each December, senior Morgan Stanley analysts from around the world gather to discuss the biggest questions their industries face and the debates that will shape returns in the years ahead. At our gathering this past week, five investment questions emerged that our teams will focus on next year.

ZeroHedge·5 Hours ago
US
MS
+2.32%
ZeroHedge·5 Hours ago
US
MS
+2.32%

"Illusions" affect "reliability"! Salesforce executives say "trust in large models has declined," and usage has decreased

Salesforce has encountered several challenges with large model technology in practical applications. When given more than 8 instructions, it begins to omit instructions, which is not ideal for tasks that require precise handling. Additionally, AI can experience a phenomenon known as "drift," where "when users ask unrelated questions, the AI agent loses focus on its primary objectives."

Wallstreetcn·5 Hours ago
US
CRM
+0.80%
Wallstreetcn·5 Hours ago
US
CRM
+0.80%
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Schedules & Filings

Schedules
Filings
Dec19
Distribution Plan(EST)

Cash dividend 0.7373 USD

Dec18
Distribution Plan(EST)

Cash dividend 0.7373 USD

Distribution Plan(EST)

Cash dividend 0.7373 USD

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Event Tracking

Dec22
Neil McElroy Proposes Brand Manager System
03:06
Dec21
Waymo's Robotaxis Temporarily Halted by Power Outage in San Francisco
17:07
US Formula Company Acquired Citigroup Stocks in Q3
13:16
Wedmont Private Capital increased its holdings in Alphabet Inc.
12:04
Flputnam Increased IBM Holdings to 103,108 Shares
11:32
Google's Gemini3 Release Triggers Market 'Seesaw' Effect and Hardware Paradigm Shift Discussion
08:08