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AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says
July 6 : Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI "hyperscalers" as well as consumer discretionary, transport and biotechnology shares. In a note dated Monday, the brokerage said hyperscalers �
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cryptobriefing.com
UBS reports AI infrastructure stocks surpass big tech hyperscalers
UBS reports AI infrastructure stocks have outpaced big tech hyperscalers as global AI capex forecasts surge to $423B in 2025 and potentially $820B by 2026.
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thenextweb.com
AI chip stocks lost 12% in two days as investors hunted new winners
The PHLX Semiconductor Index sank 12% in two sessions while the Dow hit a record. Investors are rotating from AI chips to software as Q2 earnings approach.
