Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we’re still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption. (Source: Bloomberg)
Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we’re still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption. (Source: Bloomberg)
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