Morgan Stanley says the colossal AI spending spree could pay for itself by 2028

There's been a lot of debate over whether the huge amount of AI spending will ultimately be worth it. Morgan Stanley has a reassuring outlook for concerned investors: the spending spree will pay for itself soon. The bank said the huge capex could produce positive impacts to revenues by 2028. AI is the story driving markets in 2025, but as companies rack up huge tabs in their sprawling infrastructure buildout, some investors have begun to worry: will all of the spending be worth it? Morgan Stanley ...