Morgan Stanley(@MorganStanley):Head of U.S. Public Policy Strategy Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley’s Private Wealth Management Sarah Wolfe, examine the economics of the AI data center boom, the pushback and the policy implications. Tune into the latest Thoughts on the Market.

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2026.08.04 22:17

Head of U.S. Public Policy Strategy Ariana Salvatore and U.S. Thematic Strategist Michelle Weaver, alongside Senior Economist and Strategist in Morgan Stanley’s Private Wealth Management Sarah Wolfe, examine the economics of the AI data center boom, the pushback and the policy implications. Tune into the latest Thoughts on the Market.