Feb 28, 01:15 PM

Morgan Stanley Predicts 30-50 bps Boost in S&P 500 Net Margin from AI Stocks

Economists and analysts are warning of a potential tech bubble fueled by AI stocks, with comparisons made to the tech bubble of the mid-1990s. Morgan Stanley predicts AI-driven productivity could boost S&P 500 net margin by 30-50 bps. Market veterans caution that the current market may be overvalued, particularly due to AI stocks like Nvidia.

#Morgan Stanley #Nvidia

Written with ChatGPT (GPT-3).

Sources

FORTUNE@FortuneMagazine
2 years ago
As Apollo’s chief economist declares the Nvidia-inflated AI bubble "bigger than the 1990s tech bubble," here’s what happened to the ten priciest stocks from that era. https://t.co/BwRn0OTuQd
Daily Chartbook@dailychartbook
2 years ago
"S&P 500 would be near 4,400 without AI boom stocks." - SocGen Manish Kabra https://t.co/YX051kw3jT
Open Outcrier@OpenOutcrier
2 years ago
Is There an AI Bubble? The Nifty Fifty Show It Isn’t That Simple - WSJ https://t.co/0XEie9wMRH

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