MORGAN STANLEY STAYS BULLISH ON AI Morgan Stanley says the AI supply chain still offers attractive risk/reward after the recent pullback, ca

MORGAN STANLEY STAYS BULLISH ON AI Morgan Stanley says the AI supply chain still offers attractive risk/reward after the recent pullback, calling the selloff largely technical and driven by profit-taking. The bank expects AI compute demand to outpace supply for years and remains bullish on AI capability gains, adoption, and the long-term growth in AI-related capital spending.