Analysts from Morgan Stanley came away from the Wall Street bank's big tech conference last week with greater conviction on a handful of tech companies. In early March, Morgan Stanley hosted its annual Technology, Media & Telecom conference in San Francisco, where dozens of companies, including Microsoft , Nvidia , and Walmart , gave their view on AI trends, opportunities and risks. Coming out of the conference, top analysts from Morgan Stanley spotlighted several technology companies it views as leaders in areas as varied as semiconductors, media and e-commerce. Nvidia, for example, remains a top pick at the investment bank…