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2026.07.28 13:14

Morgan Stanley remains bullish on artificial intelligence

Morgan Stanley stated that after the recent pullback, the risk/reward of the AI supply chain remains attractive. The bank described this sell-off as primarily a technical adjustment driven by profit-taking. Morgan Stanley expects AI computing demand to exceed supply in the coming years and remains bullish on the long-term growth of AI capability enhancements, adoption rates, and AI-related capital expenditures.

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