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Watch AI Fundamentals Intact Despite Nvidia Fallout: Weaver

Summary by Bloomberg
Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we’re still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption.

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Watch AI Fundamentals Intact Despite Nvidia Fallout: Weaver

Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we’re still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption.

·New York, United States
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Bloomberg broke the news in New York, United States on Friday, November 13, 2026.
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