Morgan Stanley names 24 AI beneficiary stocks and rates them Overweight

Morgan Stanley said in a report released Monday that artificial intelligence applications are becoming an important driver of margin expansion as the market places growing emphasis on corporate efficiency and productivity gains. On that basis, the bank identified 24 stocks where AI adoption forms a core part of the investment case and assigned them an Overweight rating. The list spans technology, internet, financial, and asset management names. Companies cited in the report include Alphabet (GOOGL), Roblox (RBLX), Meta (META), Grindr (GRND), Amazon (AMZN), Navan (NAVN), Palantir (PLTR), eBay (EBAY), SEI Investments (SEIC), JPMorgan (JPM), Rocket Companies (RKT), Blackstone (BX), Bank of New York Mellon (BNY), and Bank of America (BAC), among others. According to the report, the market is paying closer attention to tools and business models that can lift efficiency and improve productivity. Morgan Stanley framed AI use as a central reason for its stock selection. The item was cited by Odaily, with Business Insider named as the source of the report details.