Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley
Why now
Thesis: Rotation from AI hardware into AI beneficiaries
Catalyst to watch: Next earnings showing AI revenue uptake
Main risk: Hardware trade unwinds before rotation
Why it matters
Morgan Stanley sees further AI hardware upside but recommends broadening into AI-beneficiary industries.
Details
There’s still room for AI hardware stocks to rise, but analysts at Morgan Stanley say it’s time to diversify into a wide variety of industries that are starting to realize AI benefits.
Sources
- marketwatch · 2026-09-24 20:50 UTC