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Part of Project Jupiter Watch — the public record of the $165B data-center deal in Doña Ana County, NM. New here? Start with the Film →

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Dossier · Who's Who

Lisa Shalett

Chief Investment Officer, Morgan Stanley Wealth Management
verification: caveated

Morgan Stanley Wealth Management's chief investment officer, cited in the record for tracking the December 2025 widening of Oracle's credit-default swaps as a signal of AI-capex risk.

At a glance

Current role
  • Chief Investment Officer, Morgan Stanley Wealth Management
Category
Executive
Jurisdiction
Private sector (no public jurisdiction)
Verification
caveated — True with a stated limit on it
In the record
0 sources · 0 connections · 0 dated entries
Record id
PJP47

Key facts

  • 2025-12Tracked the widening of Oracle's credit-default swaps in December 2025 as a signal of AI-capex risk.
  • The record ties the signal to Oracle's debt load, which it puts at roughly $108–150 billion.

The record

Morgan Stanley Wealth Mgmt CIO; tracked Oracle CDS widening (Dec 2025) as an AI-capex-risk signal

Sources · pending

The sourcing pass for this entry is in progress. Nothing on this page is presented as beyond its verification tier until citations are attached.

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The decision was due July 21. Instead: a public hearing — first set for October, then moved up to September 14 at the applicant’s request — and a ruling due by November 23. A $165B question for one desert county, on a schedule that keeps moving. The clock above always shows the next date that matters. Until the ruling, and after, this is the public watch on how it’s being made.