3 AI Stocks Morgan Stanley Prefers as Investors Rotate Away From Chips
Morgan Stanley says memory, networking and custom silicon suppliers can benefit as hyperscalers keep record capital spending and AI demand outpaces supply.
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Morgan Stanley Warns of "Chipflation" as Hyperscalers Invest More in Compute Capacity: 2 No-Brainer Artificial Intelligence (AI) Chip Stocks to Buy Right Now
Key PointsMorgan Stanley's analysts say surging memory prices are leading to inflation across the AI and tech space. This suggests hyperscalers will need to keep expanding their capex budgets, meaning the growth phase of the AI infrastructure supercycle will not end anytime soon.Investors should pay attention to where hyperscalers are allocating their capex budgets.10 stocks we like better than Micron Technology › The artificial intelligence (AI…
3 AI stocks Morgan Stanley prefers as investors rotate away from chips
Investors may be entering a second phase of the artificial-intelligence trade as enthusiasm begins to spread beyond the companies supplying chips and memory for data centres. Semiconductor stocks surged in June while Alphabet, Amazon and Meta came under pressure over the cost of building AI infrastructure. Morgan Stanley strategists now expect some capital to rotate back towards hyperscalers, partly because they have already endured a period of …
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