🇮🇳 India
15h ago
Is AI selloff a window to buy? Morgan Stanley sees multiple buying opportunities on Wall Street
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Morgan Stanley sees the recent AI stock selloff as an overreaction and recommends selectively buying the dip across hyperscalers, semiconductor and infrastructure companies. The brokerage expects some US data centre projects to shift from 2028 to 2029 following Democratic election victories, potentially extending the AI capital expenditure cycle and reshaping investment opportunities.
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