Morgan Stanley Raises AI Investment Forecasts for Amazon and Meta

Morgan Stanley has revised upward its capital expenditure (CapEx) forecasts for tech giants Amazon and Meta in the field of artificial intelligence. The bank's analysts note that rising AI costs are taking up a larger share of these companies' budgets. According to the new estimates, investments by Amazon and Meta in AI infrastructure are expected to increase further in the coming period. This is seen as a reflection of growth in cloud computing and data center spending. Morgan Stanley predicts that while the AI-focused growth strategies of these two companies may create cost pressure in the short term, they will provide a competitive advantage in the long run. Analysts state that investments in AI technologies will positively contribute to the companies' revenues. This is not investment advice.

📊 AMZN — Piyasa Yorumu

▲ up · 65%

Morgan Stanley's upward revision of AI investment estimates for Amazon and Meta reflects a positive corporate outlook on tech giants. AMZN shares have risen 2.7% in the last 24 hours and are trading above their 20- and 50-day moving averages. The RSI at 60.9 is not approaching overbought territory, while the MACD shows positive momentum above its signal line. In the short term, this news and technical structure may support an upward trend, but it should be noted that the market may have partially priced in this positive news.

RSI 14

60.9

MACD

1.12

24h Δ

2.72%

📊 MS — Piyasa Yorumu

▲ up · 60%

The news brings a positive tone to the sector as Morgan Stanley raises its artificial intelligence investment forecasts. Technically, the stock closed just above its 50-day moving average (219.35), with the RSI approaching oversold territory at 43.6. Although the MACD line remains below the signal line, the 1.3% gain over the past 24 hours could signal a short-term recovery. However, the 20-day average (221.80) poses resistance, limiting the upside potential.

RSI 14

43.6

MACD

0.17

24h Δ

1.30%

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