Workflow
AI CapEx cycle
icon
Search documents
Morgan Stanley's Wilson Says AI Cycle Just Getting Going
Youtube· 2026-02-18 22:28
Are we in the midst of a new bull market in earnings cycle, especially for many of the lagging areas of the index. That was your call in mid-November. Is that a call you still stick to.Yeah. Well, good afternoon. First of all, I would say yes.I mean, you know, the story we actually started writing about in May of last year, which their mid-year update was exactly that. I think, you know, I think our view still remains out of consensus around this idea that Liberation Day marked the end of what we call a rol ...