AI hyperscalers are poised for a big comeback rally as chip gains cool, says Morgan Stanley
Jul 06, 2026
The once-hot semiconductor trade has seen a cooling in the last couple of weeks, which is not only likely to continue, but usher in a bumpy ride for the overall stock market.
https://www.marketwatch.com/story/the-chip-pullback-is-ushering-in-a-bumpy-market-these-sectors-are-the-best-bets-now-according-to-morgan-stanley-661566a7?mod=mw_rss_topstories
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