February 10, 2026

Morgan Stanley forecasts stock surge with shift from bitcoin to data centers

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Morgan Stanley has identified two stocks poised to more than double in value as the companies pivot from Bitcoin mining to data centers. This strategic shift aligns with a broader industry trend where bitcoin mining firms are repurposing their infrastructure to meet the surging demand for AI and high-performance computing. This transition is driven by both regulatory and economic pressures, prompting companies to capitalize on the lucrative opportunities presented by cloud services and AI applications.

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