Morgan Stanley says these 24 AI infrastructure stocks are built to hold up even if capex slows

Published 22 Oct 2026, 09:18 UTC. Updated 22 Oct 2026, 10:28 UTC.

Investors are wondering what a possible slowdown in capex would mean for the AI trade. Morgan Stanley says these stocks would hold up.

Directly affected

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
MS	—	—	—	—	—	—	—
SPY	—	—	—	—	—	—	—
TLT	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—
GLD	—	—	—	—	—	—	—

Morgan Stanley says these 24 AI infrastructure stocks are built to hold up even if capex slows Business Insider

12 out of 100

“Morgan Stanley says these 24 AI infrastructure stocks are built to hold up even if capex slows” scores 12 out of 100. The score uses 1 sources.

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
MS	—	—	—	—	—	—	—
SPY	—	—	—	—	—	—	—
TLT	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—
GLD	—	—	—	—	—	—	—

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
MS	—	—	—	—	—	—	—
SPY	—	—	—	—	—	—	—
TLT	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—
GLD	—	—	—	—	—	—	—

Ticker	T-5	T-3	T-1	T0	T+1	T+2	T+3
MS	—	—	—	—	—	—	—
SPY	—	—	—	—	—	—	—
TLT	—	—	—	—	—	—	—
QQQ	—	—	—	—	—	—	—
GLD	—	—	—	—	—	—	—