Stephen Byrd

Morgan Stanley analyst Stephen Byrd warned that US data center power demand could reach 74 gigawatts by 2028, leaving a 49-gigawatt shortfall that threatens AI growth, even as global AI infrastructure…

Morgan Stanley says it's time to buy the dip in AI infrastructure stocks, highlighting 13 US AI power infrastructure stocks including two 'standout' energy storage plays. Analyst Stephen Byrd wrote th…

Morgan Stanley analyst Stephen Byrd initiated coverage of Applied Digital (APLD) on July 23 with an Equal Weight rating and a $36.50 price target, citing fair value in the former Bitcoin miner's pivot…