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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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cryptobriefing.com
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.
