Capital & Policy

132 articles
Morgan Stanley Sees AI Capital Rotation Towards Hyperscalers
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Morgan Stanley Sees AI Capital Rotation Towards Hyperscalers

Economy Middle East cited IDC's forecast for semiconductor revenue to reach $1.29 trillion in 2026 and said Morgan Stanley sees AI-market leadership rotating from chipmakers towards hyperscalers. The article did not disclose Morgan Stanley's index levels, portfolio weights, hyperscaler capex assumptions or customer-level AI return evidence.

July 10, 2026Read More
Bitcoin Suisse Wins ADGM Licence For Institutional Crypto Services
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Bitcoin Suisse Wins ADGM Licence For Institutional Crypto Services

Bitcoin Suisse has received an ADGM Financial Services Permission for its Abu Dhabi subsidiary BTCS (Middle East) Ltd., allowing custody, approved virtual-asset trading and portfolio management for institutional and professional investors. The firm cited $3.7 billion in crypto assets under custody, but the announcement did not name UAE clients, launch volumes or retail availability.

July 9, 2026Read More
UAE AI Infrastructure Draws 29 Percent Of Greenfield FDI Capital Spending
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UAE AI Infrastructure Draws 29 Percent Of Greenfield FDI Capital Spending

UAE Investment Minister Mohamed Hassan Alsuwaidi said communications projects including data centres and AI infrastructure accounted for 29 percent of greenfield FDI capital expenditure in 2025. The ministry report also put inward FDI at $48.3 billion, while named cloud operators, project-level financing and delivery dates were not disclosed.

July 9, 2026Read More