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Morgan Stanley's Lisa Shalett warns investors that chipmakers' AI rally may be nearing its final innings

Morgan Stanley CIO Lisa Shalett warns semiconductor stocks are overbought, flags Broadcom risk, and says AI capex boom is nearing its seventh inning.

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cryptobriefing.comStai leggendo8 h fa

Morgan Stanley's Lisa Shalett warns investors that chipmakers' AI rally may be nearing its final innings

Morgan Stanley CIO Lisa Shalett warns semiconductor stocks are overbought, flags Broadcom risk, and says AI capex boom is nearing its seventh inning.

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economictimes.indiatimes.com7 h fa

Morgan Stanley warns AI chip rally may be running out of steam

Morgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI chips. She expects slowing AI infrastructure spending and weaker pricing power…

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Morgan Stanley's Lisa Shalett warns investors that chipmakers' AI rally may be nearing its final innings

Confronto fonti

Morgan Stanley's Lisa Shalett warns investors that chipmakers' AI rally may be nearing its final innings

Morgan Stanley warns AI chip rally may be running out of steam

Timeline cronologica

Chip Stocks Slide on Worries Rally Has Run Too Far: Markets Wrap

Big Short fame Michael Burry is betting against Nvidia, AMD, Micron and other chipmakers. Is a massive AI crash coming?

Chip Stocks Slide on Worries Rally Has Run Too Far: Markets Wrap

Morgan Stanley's Lisa Shalett warns investors that chipmakers' AI rally may be nearing its final innings

Morgan Stanley warns AI chip rally may be running out of steam