As the field of stocks that both serve artificial intelligence data centers and have outperformed the rest of the market grows, Morgan Stanley is changing its approach in a search for value.
All of the stocks included are rated overweight at Morgan Stanley.
Morgan Stanley upgraded Ciena Corporation to overweight as part of the note and in concert with its GVAT model.
NVDA YTD mountain Nvidia stock.
Other names on the Morgan Stanley list include Broadcom and Taiwan Semiconductor Manufacturing .
Persons:
Morgan Stanley, Meta Marshall, Marshall
Organizations:
Nvidia, Wall, Ciena Corporation, Broadcom, Taiwan Semiconductor Manufacturing