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AI Fundamentals Intact Despite Nvidia Fallout: Weaver

Bloomberg Technology Friday 13 November 2026, 15:44 UTC 1 min read
Key Points

Nov 13th, 2026 AI Fundamentals Intact Despite Nvidia Fallout: Weaver Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we’re still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption.

Nov 13th, 2026 AI Fundamentals Intact Despite Nvidia Fallout: Weaver Michelle Weaver, head of US thematic research at Morgan Stanley, says AI fundamentals remain strong despite recent market volatility. “On both of those fronts, yes, we’re still seeing positive signals,” Weaver says on “Bloomberg Surveillance,” citing compute demand and gains from AI adoption.
AI Fundamentals Intact Despite Nvidia Fallout: (ORG) Michelle Weaver (PERSON) US (LOCATION) Morgan Stanley (ORG) Weaver (PERSON)
Originally published by Bloomberg Technology Read original →

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