Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell

marketwatch.com/story/cracks-are-forming-in-the-ai-capex-boom-warns-morgan-stanley-what-to-buy-and-sell-a9f23771

Wall Street is getting wary on AI capex spending and Morgan Stanley’s wealth unit is urging clients to beware, and sell small-cap stocks for one.

This story appeared on marketwatch.com, 2025-10-02 11:17:00.
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