Morgan Stanley likes this under-the-radar nuclear play, urges it a 'low-risk' option
Corroborated by 3 sources from 3 publishers
TL;DR
Morgan Stanley sees agentic AI widening chip spending beyond graphics processors to CPUs.
Sources
1
Investing.com News
https://www.investing.com/news/stock-market-news/morgan-stanley-sees-agentic-ai-widening-chip-spending-beyond-graphics-processors-to-cpus-4622533
2
Investing.com News
https://www.investing.com/news/analyst-ratings/morgan-stanley-reiterates-circle-internet-stock-rating-amid-aml-concerns-93CH-4623693
3
CNBC 15839069
https://www.cnbc.com/2026/04/20/morgan-stanley-likes-this-under-the-radar-nuclear-play-calls-it-a-low-risk-option-.html
4
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-warns-markets-may-135513405.html
5
Yahoo Finance News
https://finance.yahoo.com/markets/stocks/articles/morgan-stanley-maintains-underweight-rating-155156109.html