Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.

Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.

wallstreetcn03:15 ET

Tuesday Market Pulls Back After Nvidia All Time High | Wall Street Today

Kevin Travers16:22 ET

Express News | Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors Evaluate CES...

Benzinga15:33 ET

Market Sells CES Tech News, ISM Tuesday as Nvidia Champions Robots Monday | Live Stock

Kevin TraversJan 7 10:46 ET

Market Climbed Monday Just Past Santa Rally High Water Mark | Wall Street Today

Kevin TraversJan 6 16:22 ET

Shares of Companies Within the Broader Tech Sector Amid Market Strength and May Be in Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in FY25.

BenzingaJan 6 12:42 ET