AI Fears Leading to 'Indiscriminate' Selloff: Morgan Stanley
Bloomberg Technology·2026-02-18 18:37
I mean, it's such a detailed report, that looks across, stocks with a very wide lens. But in the here and now, I wanna go to that word indiscriminate and just that paragraph of the report where you summarized the last few weeks. What do you think was happening.Right. Right. So I think it's important in on the back of the announcement that you just discussed to understand that we're in the very early innings of what is likely to be a $10,000,000,000,000 CapEx investment cycle.That investment cycle is underwr ...