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Morgan Stanley shifts artificial intelligence investment focus toward business adopters

By The Likely · Updated Sep 29, 5:15 PM ET · Drawn from 2 sources · Written by AI, checked against sources

Morgan Stanley recommended a two-sided investment strategy on Sept 25, urging investors to split money between critical infrastructure suppliers and businesses using artificial intelligence to produce measurable results.

Why it mattersInvestment money could shift toward companies using artificial intelligence to expand profit margins rather than only hardware builders.

How we got here

  1. Morgan Stanley published an article arguing that future AI investment opportunities would center on corporate productivity alongside ongoing infrastructure spending. Morganstanley
  2. Morgan Stanley issued a report mapping thousands of global equities and advocating a barbell allocation for AI transformation. Futunn
  3. Morgan Stanley scheduled its third-quarter investor conference call and planned to release quarterly results earlier that morning. Morganstanley

What's likely next

  1. Morgan Stanley is scheduled to release its Q3 2026 financial results.
  2. Morgan Stanley is scheduled to hold its Q3 2026 investor conference call. The firm said the call would be available through its website and that dial-in details would be provided later.

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