Morgan Stanley’s favorite AI stock is 92% exposed to the $1.6 trillion build-out it’s bullish on

By Morgan Stanley’s count, 91.7% of Nvidia’s 2027 revenue is exposed to one thing: AI infrastructure demand. No company on the bank’s list scores higher. Not Vertiv , at 90%. Not Broadcom , at 81%. The same report, published Oct. 15, calls Nvidia the best risk/reward in the sector. The bull case for the world’s most valuable company and the bull case for the buildout are now essentially the same case and Morgan Stanley’s North America Insight, led by Nicholas Lentini, makes both.

Source: Fortune Crypto