Cointime reports: Morgan Stanley said in a Nov. 5 report that Democratic midterm gains, including in Texas, could tighten data-center regulation and delay projects, but the broader AI investment cycle is expected to remain intact. The bank kept an overweight stance on global equities, noting large-cap stocks have risen 15%-16% on average in the six months after midterms since 1982. It expects the federal deficit to stay near 6% of GDP.
Morgan Stanley: Midterms Won’t Derail AI Investment Cycle, Stays Overweight Global Equities
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