How AI Is Changing M&A: Morgan Stanley on Deals and Risks
The global M&A market is not slowing down even amid geopolitics and expensive energy, says Tom Miles of Morgan Stanley. In his view, AI has already split the market in two: some companies are buying up infrastructure assets to keep pace with demand for data centers, while software deals are stalling because of shaken valuations and disputes over price.
AI-processed from Bloomberg Tech; edited by Hamidun News
Morgan Stanley analyzed how AI adoption is reshaping the mergers and acquisitions market: companies are speeding up deals in some sectors and facing asset repricing in others.
How does AI affect mergers and acquisitions?
According to Morgan Stanley, AI is accelerating deals in some sectors and changing how businesses are valued in others. Companies keep signing deals because they are thinking about long-term strategy, despite the turbulence around AI.
Why do companies keep making M&A deals amid uncertainty around AI?
Morgan Stanley's global co-head of M&A, Tom Miles, says companies have to look for growth, and deals remain one of the main tools for it. They focus on long-term strategy rather than the next quarter.
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Key Questions Answered
How does AI affect mergers and acquisitions?
According to Morgan Stanley, AI is accelerating deals in some sectors and changing how businesses are valued in others. Companies keep signing deals because they are thinking about long-term strategy, despite the turbulence around AI.
Why do companies keep making M&A deals amid uncertainty around AI?
Morgan Stanley's global co-head of M&A, Tom Miles, says companies have to look for growth, and deals remain one of the main tools for it. They focus on long-term strategy rather than the next quarter.
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