Morgan Stanley calls the panic of artificial intelligence an opportunity for investors.

Morgan Stanley strategists say that concerns about disruption caused by artificial intelligence have led to excessive sell-offs in various sectors, creating opportunities for stock pickers. Strategists like Andrew Pauker suggest that investors should look for "advantaged players in artificial intelligence", high growth stocks, and high-quality individual stocks to take advantage of price declines and the momentum brought about by technological advancements. For companies with strong pricing power and active use of AI, their investment logic remains strong. Pauker wrote, "The short-term proliferation of AI helps to offset concerns about longer-term disruptions to affected sectors and the overall market." Software stocks have been among the sectors most heavily impacted by investor anxiety, with strategists pointing out that the market seems to assume that industry leaders cannot benefit from AI innovation. Instead, they believe that AI will expand the market for enterprise software, citing stocks like Microsoft, Intuit, and Atlassian Corp as having "attractive entry points."