What comes after the AI Buildout

Por Morgan Stanley · 5 ago 2026 · 6:23

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In this audiocast, Ellen Zentner, Chief Economic Strategist and Global Head of Thematic and Macro Investing for Morgan Stanley Wealth Management, explains why the next phase of AI investing may reward companies that can operationalize AI, not just fund infrastructure, with implications for productivity, margins, and competitive advantage. Listen to our latest thinking on various market topics from thought leaders within the Morgan Stanley Global Investment Office. Save this playlist to hear more or explore additional insights at https://mgstn.ly/4fEaqm5. For a full-length version of this commentary, contact your Morgan Stanley Financial Advisor or find one here: https://mgstn.ly/4q1hNrp