Morgan stanley analyst maintains optimism on AI despite market turbulence

Michelle Weaver, who heads US thematic research at Morgan Stanley, asserted that the fundamental strength of the artificial intelligence sector persists, even amid recent fluctuations in the market. Speaking on Bloomberg Surveillance, Weaver indicated that positive indicators are still visible across the industry. Her assessment pointed specifically to sustained demand for computing power and the ongoing benefits derived from the adoption of AI technologies as evidence supporting the sector's underlying health.