Morgan Stanley says we are entering a golden age of technology because of A.I. and gives some top stocks to play it

  • 📰 CNBC
  • ⏱ Reading Time:
  • 49 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 23%
  • Publisher: 72%

France Nouvelles Nouvelles

France Dernières Nouvelles,France Actualités

Morgan Stanley offered up some of its top ways to play future waves of the growing artificial intelligence market.

Morgan Stanley offered up some of its top ways to play artificial intelligence as the technology enters a "golden age." Enthusiasm around AI contributed to a hefty chunk of market gains in the first half, with giants such as Nvidia and Meta Platforms more than doubling. But even after those significant surges, Morgan Stanley thinks the tailwinds are far from over.

mountain Nvidia shares in 2023. Despite Nvidia's dominance, strong execution and ability to aggressively "defend its turf," Morgan Stanley also remains bullish on Advanced Micro Devices, highlighting its low-cost inferencing segment hinging on its MI300 product launching later this year. "AMD's share of that opportunity seems more tangible and durable than our initial expectations, with solid revenue forecasts from two of the four U.S.

mountain Marvell Technology shares this year Taiwan Semiconductor Manufacturing remains another dominant AI leader, with U.S.-listed shares up more than 30% this year. Morgan Stanley forecasts 13% of revenues by 2027 could stem from AI chip manufacturing. "We view TSMC as a key enabler of future AI semis given its technology leadership, which should enable it to capture > 90% of market share in AI semi chip manufacturing in the coming 5 years, we estimate," the firm wrote.

Nous avons résumé cette actualité afin que vous puissiez la lire rapidement. Si l'actualité vous intéresse, vous pouvez lire le texte intégral ici. Lire la suite:

 /  🏆 12. in FR
 

Merci pour votre commentaire. Votre commentaire sera publié après examen.

France Dernières Nouvelles, France Actualités

Similar News:Vous pouvez également lire des articles d'actualité similaires à celui-ci que nous avons collectés auprès d'autres sources d'information.

These companies have beaten the Rule of 40 year after yearMorgan Stanley applied a VC filter to the stock market. Here's what it found.
La source: MarketWatch - 🏆 3. / 97 Lire la suite »