LIVE MARKETS — Morgan Stanley sees AI safety push as tailwind for tech spending

US equity index futures green; Nasdaq 100 up ~1% Euro STOXX 600 index rises >1% Dollar edges up; bitcoin rallies >5%; gold dips; US crude down >3% US 10-year Treasury yield dips to ~4.97% Welcome to the home for real-time coverage of markets brought to you reporters. You can share your thoughts with us at Morgan Stanley Sees Ai Safety Push As Tailwind For Tech Spending Morgan Stanley remains bullish on demand for computing power, arguing that greater investment in AI safety could accelerate, rather than constrain, the broader AI spending boom. “A focus on AI safety and security can be a tailwind to capex, but it pays to understand potential policy variables and pathways,” Morgan Stanley said in a note on Sunday. The brokerage expects spending on model monitoring, cybersecurity, and bio-defense to increase as AI capabilities advance, while hyperscaler capital expenditure is forecast to reach $1.5 trillion in 2027. Last week, calls for stronger AI safeguards gained momentum after Anthropic CEO Dario Amodei urged the industry to slow development, with other technology executives and political leaders backing a greater focus on AI safety. Against that backdrop, Morgan.