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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 to challenge chipmakers, despite continued investor interest and SK Hynix's Nasdaq debut.
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swissinfo.ch
Chip Stocks Slide on Worries Rally Has Run Too Far: Markets Wrap
(Bloomberg) -- A selloff in chipmakers dragged down the stock market on concerns over whether massive artificial-intelligence investments will justify lofty valuations after a…
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economictimes.indiatimes.com
US stocks today: S&P 500, Nasdaq end lower as AI worries hit chipmakers
U.S. markets closed lower as chip stocks declined on concerns the AI-driven rally may be overstretched. Losses in Micron and other semiconductor firms weighed on indices, while…
