Morgan Stanley strategists forecast a 100-basis-point expansion in net margins for AI-adopting U.S. companies through 2027. Michael Wilson’s team notes that AI benefits are becoming increasingly quantifiable for businesses.
The firm identifies a buying opportunity in AI infrastructure stocks following a recent selloff. Analysts attribute the price decline to technical factors rather than fundamental shifts.
Morgan Stanley maintains a positive outlook due to sustained demand for computing power and growing enterprise adoption. The commentary arrives as Q2 earnings highlight the real-world impact of AI investments on corporate profitability.