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AI Capex in Mid-Cycle Boom, Says Morgan Stanley’s Shalett

Lisa Shalett, CIO at Morgan Stanley Wealth Management, expects the narrative for growth in tech earnings “to continue to stick and hold.” She does, however, see bottlenecks shifting in artificial intelligence capex spending into areas that can cause real questions for investors. She speaks on “Bloo…

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  1. 2026-10-28 11:45 · Bloomberg AI
    AI Capex in Mid-Cycle Boom, Says Morgan Stanley’s Shalett

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