Morgan Stanley says buy these 14 stocks to play the 4 themes that will define markets in 2026

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• Morgan Stanley identifies four key market themes it says will define markets this year.
• AI adoption, energy demand, and societal changes are set to reshape global industries.
• Top US stocks like Amazon and Nvidia, as well as smaller stocks, are flagged as winners.

There are four major themes that will drive markets in 2026, Morgan Stanley says: A multipolar world, technology diffusion, societal shifts, and the future of energy.