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Market Watch · Sep 24, 2026 8:50 PM EDT AIFinance

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

There’s still room for AI hardware stocks to rise, but analysts at Morgan Stanley say it’s time to diversify into a wide variety of industries that are starting to realize AI benefits.

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

2 reports over 13h 56m
  1. Market Watch You're reading this Here's how to position your portfolio for the next AI wave, according to Morgan Stanley Bullish +31
  2. Market Watch 'We were wrong.' Why Morgan Stanley changed its tune on the U.S. dollar - and what it expects now. Strong bearish −48

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