According to Michelle Weaver, Head of US Thematic Research at Morgan Stanley, the next major catalyst for AI will arrive with the release of a new generation of AI models this summer. She made the comments during a discussion on Bloomberg's 'Surveillance' program. Investors are keenly watching the evolution of AI, particularly its potential to reshape various sectors and generate returns.

This comes as the tech industry is already in a race to develop the most advanced AI capabilities. Companies are investing heavily in research and development, seeking to gain a competitive advantage. The performance and capabilities of these new models will likely influence investment decisions and valuations across the tech sector.

The launch of these new models could trigger shifts in market sentiment and investment flows. Expect increased scrutiny of the companies developing these technologies, as well as those that stand to benefit from their deployment. The coming months will be critical in determining which AI players will lead the next wave of innovation and capture market share.