Morgan Stanley's Recommendations Overview: Key AI Stocks for 2025 – From Nvidia and Samsung to Kioxia and SanDisk. What investors should buy and what the market should expect.

Morgan Stanley Names Key AI Stocks for 2024–2025: From Chips to Memory and Infrastructure. In September 2025, Morgan Stanley published an updated list of AI stocks. The list included not only traditional chip industry leaders (Nvidia, AMD, Broadcom) but also emerging favorites in the memory and infrastructure segments (Samsung, SanDisk, Kioxia). Analysts note that growing demand for AI solutions in 2024–2025 opens up new opportunities for investors, and portfolio diversification into semiconductors and memory is becoming the number one strategy. Why AI Remains in Investor Focus According to Investing.com (September 2025), global spending on AI infrastructure has exceeded $140 billion. Growth drivers are hyperscalers (Microsoft, Amazon, Google) and Asian giants (Alibaba, Tencent), which require new capacity to train models. Morgan Stanley emphasizes that demand for HBM memory, DRAM, and NAND will become a key driver for manufacturers in 2024–2025, and stocks of companies involved in these segments are showing outperformance. Morgan Stanley Names Key AI Stocks for 2024–2025: From Chips to Memory and Infrastructure. Morgan Stanley's Top Picks SanDisk (Western Digital, USA).A top choice among American memory manufacturers. Focusing on NAND technologies, demand for flash memory for AI solutions is expected to grow. ASML (Netherlands).Rating: Outperform . In 2024, 39% of revenue came from memory. In September 2025, the company announced a partnership with the French startup Mistral AI, investing €1.3 billion. SK Hynix (South Korea).One of the leaders in the HBM memory market. A new growth cycle is predicted in 2026. Positive ratings have been confirmed by international agencies. Samsung Electronics (South Korea).Morgan Stanley's top pick. The company recently qualified with Nvidia for HBM3E (12 layers), cementing its position as a technology favorite. Kioxia (Japan).Distinguished by its BiCS-8 technology (high recording density). Morgan Stanley upgraded the company's rating, also noting its plans to issue $3 billion in dollar bonds. KLA Corporation (USA).Expertise in DRAM manufacturing process control. Report: revenue $3.18 billion, earnings per share $9.38. Key beneficiary of TSMC's investment. Additional AI Topics Nvidia (USA). The undisputed leader in AI chips. A new product cycle (Blackwell) strengthens growth forecasts. Broadcom, Astera Labs, Marvell Technology, AMD (USA). Strong demand for chips for hyperscaler companies. Above-market recommendations and higher target prices for all. Analysis and strategic conclusions Regional diversification. Morgan Stanley's list includes the US, South Korea, Japan, and the Netherlands. This reflects the global nature of AI investments. The memory segment is growing. While the focus in 2022–2023 was on GPUs, in 2025 it will be on NAND and HBM. An infrastructural shift. AI requires not only processors but also scalable solutions in memory, networks, and manufacturing. According to TradingEconomics (September 2025), Nvidia shares have risen 18% since July, Samsung by 12%, and SK Hynix by 15%. This confirms the trend: memory and chips are driving the AI ​​market forward. Forecast for 2026 Morgan Stanley expects the AI ​​sector's total market capitalization to grow by another 20-25% by the end of 2026. Samsung, SK Hynix, and Kioxia have the greatest potential thanks to HBM and BiCS-8. In the US, Nvidia and Broadcom will remain the leaders. Conclusion Morgan Stanley's list shows that the AI ​​market is expanding beyond "Nvidia alone." Memory and infrastructure are becoming key drivers. Investors should consider regional diversification and include not only chip manufacturers but also players in the memory and process control segments in their portfolios. Written by Ethan Blake Independent researcher, fintech consultant, and market analyst.September 25, 2025 Join us. Our Telegram: @forexturnkey All to the point, no ads. A channel that doesn't tire you out, but pumps you up.