Morgan Stanley sees buying opportunities on Wall Street despite recent tech selloff

Morgan Stanley views the recent market weakness as an overreaction after tech stocks plunged following political changes in the United States. The international brokerage firm recommends a selective <b>Buy the Drop</b> strategy across multiple sectors. The firm notes that the ultimate impact will likely delay some projects from 2028 to 2029 instead of derailing capital expenditure. This adjustment could elongate the artificial intelligence cycle and improve credit outlooks across the supply chain. Investors are advised to focus on hyperscalers, infrastructure providers, and software enablers that have de-rated materially. The brokerage remains constructive as value creation broadens globally.