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Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

Morgan Stanley recently hosted a ‘Buying the AI Dip’ (in Europe) webcast, in which they polled over 150 investors while also sharing the firm’s views across global AI thematics, European equity strategy and AI capex-exposed sectors. Following the event, analysts at the firm provided a list of 10 names to buy.

“Overall: we continue to recommend buying the dip in AI capex winners, fading the recent bottom momentum squeeze and reiterate that market breadth has likely peaked for now,” the analysts said in a note.

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Morgan Stanley lists top 10 AI stocks to buy in Europe

Sun, 16 Aug 2026 20:00:00 -0400

In their poll of investors, key insights included room to add, with over 50% of participants skewed

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions aggressively as we view today's AI Infrastructure buildout as durable and elongated though recognize the rate of change from here is important too and that data points are no longer going to be uniformly positive. Thus, selectivity will matter. But with peak to trough declines of 32% for SMID

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.

Cantor on Semis: 'we view the selloff as overdone'

Mon, 10 Aug 2026 06:36:14 -0400

Cantor on Semis: 'we view the selloff as overdone'.