AI Stock Rebound Hope: Google Cloud Next Key
AI Stock Rebound Hope Hinges on Google Cloud Next, Other Key Events
NEW YORK, NY – Investor concerns over the sustainability of the AI spending boom have dampened tech stock performance in the new year, with companies like Nvidia underperforming amidst broader market caution. However, Morgan Stanley analysts believe a series of upcoming events could reignite investor interest and reverse recent losses in AI-related stocks.
Two key events stand out: Google Cloud Next (April 9-11) and Meta Platforms' LlamaCon (April 29). Google Cloud Next is expected to showcase the integration of the proposed Wiz acquisition into Google Cloud Platform and highlight new enterprise-focused AI applications. Meta's LlamaCon will likely feature updates on its Llama model family, potentially including the release of Llama 4 and advancements in reasoning and agentic capabilities.
Beyond April, further momentum is anticipated. Google's I/O and Marketing Live events in May, along with potential updates from Waymo in Washington D.C., are expected to contribute to sustained AI-related activity. Meta may also launch an AI-powered search feature later this year. These events, according to Morgan Stanley, will occur as companies recalibrate their strategies, with a renewed focus on innovative AI integrations predicted to drive significant market gains. Further down the line, OpenAI's GPT-5 model is slated for release in 2025, potentially introducing improvements in reasoning, memory, and multimodal interaction. Amazon also plans AI-related initiatives, including new services through Alexa and Health AI, and updates at its December re:Invent conference. Morgan Stanley believes these developments, taken together, offer substantial catalysts for a rebound in AI stocks.
NEW YORK, NY – Investor concerns over the sustainability of the AI spending boom have dampened tech stock performance in the new year, with companies like Nvidia underperforming amidst broader market caution. However, Morgan Stanley analysts believe a series of upcoming events could reignite investor interest and reverse recent losses in AI-related stocks.
Two key events stand out: Google Cloud Next (April 9-11) and Meta Platforms' LlamaCon (April 29). Google Cloud Next is expected to showcase the integration of the proposed Wiz acquisition into Google Cloud Platform and highlight new enterprise-focused AI applications. Meta's LlamaCon will likely feature updates on its Llama model family, potentially including the release of Llama 4 and advancements in reasoning and agentic capabilities.
Beyond April, further momentum is anticipated. Google's I/O and Marketing Live events in May, along with potential updates from Waymo in Washington D.C., are expected to contribute to sustained AI-related activity. Meta may also launch an AI-powered search feature later this year. These events, according to Morgan Stanley, will occur as companies recalibrate their strategies, with a renewed focus on innovative AI integrations predicted to drive significant market gains. Further down the line, OpenAI's GPT-5 model is slated for release in 2025, potentially introducing improvements in reasoning, memory, and multimodal interaction. Amazon also plans AI-related initiatives, including new services through Alexa and Health AI, and updates at its December re:Invent conference. Morgan Stanley believes these developments, taken together, offer substantial catalysts for a rebound in AI stocks.
