Morgan Stanley's Wilson Says AI Cycle Just Getting Going

Market Intelligence Analysis

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Why This Matters

Morgan Stanley's Mike Wilson believes the AI cycle is just beginning and supports the firm's $7,800 price target for the S&P 500 Index by year-end, indicating a positive outlook for the market.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Morgan Stanley Chief US Equity Strategist and CIO Mike Wilson explains why the firm stands by its $7,800 price target for the S&P 500 Index by the end of this year and says it is premature to "throw a cold blanket" on the AI cycle. (Source: Bloomberg)

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Original article published by Bloomberg on February 18, 2026.
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