Next AI Catalyst is New Batch of Models: Weaver

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Morgan Stanley's Michelle Weaver expects a new AI catalyst in the form of upcoming AI models to be released this summer, potentially impacting the market.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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Michelle Weaver, Head of US Thematic Research at Morgan Stanley, says the next AI catalyst to watch for is when the next batch of models come out this summer. She speaks to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on 'Surveillance.' (Source: Bloomberg)

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Original article published by Bloomberg on February 5, 2026.
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