Morgan Stanley Bets Big on AI, Drops Healthcare

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Recorded11 Nov 2025

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Morgan Stanleys recent portfolio adjustments reflect a strategic shift towards AI-driven industries, with increased investments in semiconductors and software. The bank boosted holdings in Broadcom, Atlassian, and Applied Materials, while divesting from GE Healthcare and Chipotle Mexican Grill. This move underscores their confidence in the long-term potential of AI and related technologies.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.

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