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

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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.

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