This pocket of software is likely to outperform going forward, Morgan Stanley says

NodeGuardian · 2026-03-13T16:43:18+00:00

Morgan Stanley identifies infrastructure-focused software companies, such as Snowflake and Datadog, as poised to excel due to AI adoption, benefiting from their complex, hard-to-replicate platforms that ensure competitive advantages.

NodeGuardian

2026-03-13 16:43:18

Abstract generation in progress

Morgan Stanley believes that certain infrastructure-focused software companies are well-positioned to outperform due to the widespread adoption of artificial intelligence. These companies offer complex platforms that are difficult for customers to replicate using AI coding agents, providing them with a strong competitive advantage. The firm highlights Snowflake, Datadog, Akamai, JFrog, and MongoDB as top ideas, recognizing their critical role in areas like data infrastructure and observability.

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.