Daniel Simkowitz

Co-President, Morgan Stanley

Search every verified Daniel Simkowitz interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Dan Simkowitz, Co-President of Morgan Stanley, appeared on CNBC from the Milken Institute Global Conference on May 7, 2026. He discussed the financing of the AI transformation, stating that the firm is "doing GPU backed financings" and "Google TPU financings" for companies including xAI, Anthropic, OpenAI, and Gemini. He described Anthropic's revenue run rate as having grown "from 9 billion to 30 billion in the space of 30 days." Simkowitz also addressed the IPO market, noting a "healing and then and really robust IPO market starting to develop" after a slow period, and said "it's cooler to be public than it was a year ago." He characterized the current market environment as driven by "complexity," which he said is "driving the market" and "driving our business to a degree," while also noting that "there are very powerful growth forces still that are sort of countering the fear around geopolitics."