Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley

Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley ETFs over sports bets: How these Gen Z investors are choosing to build wealth Here’s how to position your portfolio for the next AI wave, according to Morgan Stanley There’s still room for AI hardware stocks to rise, but analysts at Morgan Stanley say it’s time to diversify into a wide variety of industries that are starting to realize AI benefits Airbnb has laid out a case for how AI is helping its business, according to Morgan Stanley. Artificial intelligence is starting to benefit new types of companies, and that could necessitate adjustments to your AI portfolio, Morgan Stanley analysts say. A group of analysts led by Stephen Byrd wrote in a Thursday note that they recommend a “barbell” approach to investing in AI.

That means holding on to more typical AI plays, or “AI enablers” like chip makers that are at the core of the AI infrastructure build-out. But it also means branching into new “AI adopters,” like companies in the transportation and real-estate sectors. Copyright ©2026 MarketWatch, Inc.

All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Stop trying to beat the market: Even the richest Americans can’t do it consistently Oracle’s stock is falling as investors fear a data-center setback Companies keep raising prices. The Fed is trying to get them to reconsider. The case against buying and holding stocks for the long term Hannah Pedone is a New York–based technology reporter for MarketWatch.

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