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MarketWatch

Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley

Thursday, September 24, 2026


Morgan Stanley analysts recommend diversifying AI investments beyond hardware stocks into multiple industries beginning to implement artificial intelligence. The bank identified sectors showing early AI adoption as offering growth potential alongside continued hardware investment opportunities.

Original reporting: https://www.marketwatch.com/story/heres-how-to-position-your-portfolio-for-the-next-ai-wave-according-to-morgan-stanley-ac8f8a4a?mod=mw_rss_topstories

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