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

MarketWatch· Hannah Pedone· Sep 24, 2026 · 8:50 PM
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.

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