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Thoughts on the Market — AI Meets the Physical Economy
Scout ratingSCOUT· 37%10m·2026-09-25·Money

AI Meets the Physical Economy

Thoughts on the Market · 1737

Morgan Stanley Research analysts Michelle Weaver, Ravi Shanker and Dave Arcaro discuss two industrial inflection points: how long it will be before autonomous trucking becomes a reality and why power infrastructure is racing to keep up with AI-driven demand. Read more insights from Morgan Stanley. ----- Transcript…

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