BullishMEDIUM severityTech & AI3h ago
Beneath the surface, the next stock-market leaders are getting ready to break out, says Morgan Stanley
Reported by MarketWatch · marketwatch.com ·
Earnings estimates are starting to pick up for artificial-intelligence adopters — and their stocks are due to rise as well, argues Morgan Stanley.
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What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
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