Morgan Stanley identified 24 AI-adopter stocks rated 'Overweight' that have seen relative net margins expand by 50 basis points in three months, with net margins now exceeding the broader market by ne…
Morgan Stanley found that 25% of S&P 500 members cited measurable benefits from AI adoption in the second quarter, up from 14% a year earlier, signaling a market rotation toward AI adopters. The bank …
Wall Street forecasters say the next winners in the stock market will be AI adopters—companies that have enhanced productivity through artificial intelligence—as the market rotates away from Big Tech.…
The AI trade is broadening beyond chipmakers as the equal-weighted S&P 500 outperforms its market-cap-weighted counterpart since June, signaling a healthier market rally, according to Business Insider…
Morgan Stanley, led by chief investment officer Mike Wilson, said the equal-weight S&P 500 has outperformed the market-cap-weighted index since mid-May, driven by stronger earnings growth across a bro…
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day mo…
Memory stocks including Samsung and SK Hynix have fallen over 20% from their peaks, entering bear market territory as investors reassess AI-driven growth amid geopolitical tensions and concerns over e…