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November 10 — Morgan Stanley indicated that the market sell-off in AI-related stocks, driven by concerns that the U.S. election results could slow data center construction, appears overdone. The firm believes AI spending will continue to expand. Roughly 5 gigawatts of planned U.S. data center capacity originally slated for 2028 may be pushed to 2029 rather than canceled, and hyperscale cloud service providers' spending plans remain largely unchanged. Analysts noted that these delays could extend the AI investment cycle by easing supply constraints and supporting pricing. The firm remains bullish on major AI beneficiaries such as Amazon, Microsoft, Meta, and Google, and sees opportunities in semiconductor, infrastructure, and software companies.
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