PANEL | Mega-cap technology stocks – companies with valuations over US$200 billion – have lost several trillions of Dollars in recent years on the back of changes in the macroeconomic backdrop which have led investors to alter their investment strategies. Despite market scepticism about the potential resurgence of mega-cap internet stocks, Morgan Stanley Research is optimistic about their prospects in 2024 and beyond. 

The reason? The incremental return on investment of artificial intelligence (AI) and machine learning (ML) could prove to be an amazing wildcard. In this panel session, industry experts and financial analysts will delve into the implications of this analysis for cloud hyperscale digital infrastructure finance and investment including:

•	Assessing the impact of macroeconomic factors on mega-cap stocks and their resurgence potential.

•	Analysing the role of artificial intelligence and machine learning in driving investment returns in the technology sector.

•	Exploring strategies for positioning digital infrastructure investments to capitalize on the potential resurgence of mega-cap internet stocks.