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Morgan Stanley Tells Clients To Get Out Of Chip Stocks, Buy Hyperscalers: Here's Why
"there is risk that other Hyperscalers begin to temper expectations on the rate of change on capex growth given the poor performance of their stocks over the past few months as capex expectations continued to ramp."
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cryptobriefing.com
Morgan Stanley's Wilson warns chip stocks face rotation risk as hyperscaler spending hits $1.1 trillion
Morgan Stanley's Mike Wilson warns semiconductor stocks face cyclical peak as hyperscaler capex hits $1.1 trillion, signaling a major tech rotation ahead.
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JPMorgan recommends buying semiconductor stocks on dip, calls Broadcom a strong buy
JPMorgan names Broadcom a Strong Buy and recommends buying semiconductor stocks on dip, citing AI chip backlog and over $650B in hyperscaler spending.
