Investors should look for stocks tied to ‘data era enablers’ as companies step up invest …

investors should look for stocks tied to data era enablers as companies step up investment in it infrastructure post pandemic morgan stanley says

Sumary of Investors should look for stocks tied to ‘data era enablers’ as companies step up investment in IT infrastructure post-pandemic, Morgan Stanley says:

  • An IT spending supercycle is underway and stocks that can ride that wave will beat the market, Morgan Stanley says.
  • The bank’s analysts pointed to an “unprecedented spike” in tech investment during the pandemic.
  • Data era adopters – like Amazon, Disney, and the New York Times – will benefit the most over the long run, they wrote.
  • An IT spending supercycle is underway and stocks that can ride that wave will beat the market, Morgan Stanley analysts wrote in a note on Thursday.
  • Morgan Stanley sees a coming multi-decade “data era” characterized by a surge in tech investment by non-tech companies, on a similar scale to the internet’s initial rollout.
  • Such historic IT spending is likely to boost both “enabler” companies that provide tech and “adopter” companies that deploy it well.

Want to know more click here go to source.

From -

Close
Generic selectors
Exact matches only
Search in title
Search in content

Site Language


By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close