Morgan Stanley says these 20 stocks are set to reap the benefits of AI with adoption at a 'tipping point'
"That's where we believe the alpha generation will come this year," Morgan Stanley's Katy Huberty says.
Nvidia (NVDA) Gains as Morgan Stanley Reaffirms Top Pick, Sees AI Growth Ahead
Morgan Stanley backs Nvidia (NVDA), expecting AI demand and Blackwell chips to drive future growth despite competition from ...
Morgan Stanley explains why 'GenAI winners' are likely to continue outperforming
Looking at overall trends, "Following 70% growth in '24, we expect hyperscale capex to grow 39%/17% in '25/'26," Morgan ...
Morgan Stanley Reveals Top 20 AI-Driven Stocks as Adoption Hits Critical Mass
Katy Huberty, the Global Head of Research at Morgan Stanley, has spotlighted 20 stocks from companies that are likely to see ...
Fed’s hawkish lean and the AI tech jolt are shifting the bull-market narrative: Morgan Stanley
Morgan Stanley Wealth Management (MSWM) is seeing a stall in the S&P 500 (SP500), and said the Federal Reserve halting its ...
Why Morgan Stanley says the bull case for AI/cloud capex stocks is 'bolstering'
Investing.com -- Growing capital expenditures (capex) for cloud infrastructure are expected to “bolster the bull case for AI/cloud capex stocks,” according to Morgan Stanley (NYSE: MS) analysts.
Morgan Stanley-led banks sell $5.5B of X debt, xAI stake in play - reports
Banks including Morgan Stanley, Bank of America, and Barclays offered a deal to investors seeking minimum commitments in the ...
Morgan Stanley sees DeepSeek cutting AI model costs in Asia
Morgan Stanley (NYSE:MS) analysts released insights on the potential impact of DeepSeek's new AI model, DeepSeek R1, in the ...
Morgan Stanley’s 15 Best European AI Stocks
In August last year, investment bank Morgan Stanley released an investor note highlighting that even though the chaos around ...