What are the biggest themes investors are watching right now? Here's what Morgan Stanley says investors are keeping track of.

The stock market needs a new catalyst for the artificial intelligence theme rally to resume, said Mike Wilson, chief US equity strategist at Morgan Stanley. In a Bloomberg interview, Wilson said that ...

Some of the "luster" has come off the AI trade, Morgan Stanley's Mike Wilson says. Wilson says investors are now taking shelter in defensive shares as they wait for new themes to emerge. Wilson sees ...

Morgan Stanley highlighted on Wednesday that investors should not sell secular themes too early, as the financial institution indicated there may be more room to run. Some of the popular themes ...