The Spotify app on an iPhone.
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The coronavirus has changed how many Americans lead their daily lives either at home or at work, and accelerated trends toward digitization and e-commerce, according to a team of Morgan Stanley analysts.
But these dramatic shifts, including working from home, more online food purchases and a rise in contactless payment, mean big upside for investors willing to make big bets on what’s expected to be some of the most important technology in the years ahead.