AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says
Covered by 2 sources · 2 articles
2 outlets - including Invezz and Yahoo - are covering this story. Semiconductor stocks were in the green on Monday, but Morgan Stanley says recent weakness in the category suggests investors are increasingly looking beyond chipmakers and toward a broader set of beneficiaries from the artificial intelligen…
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MU, AMD, other chip stocks gain, but Morgan Stanley sees pivot away from chipmakers
Semiconductor stocks were in the green on Monday, but Morgan Stanley says recent weakness in the category suggests investors are increasingly looking beyond chipmakers and toward a broader set of beneficiaries from the artificial intelligen…
AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says