Morgan Stanley Sees Pressure Rising on Chipmakers’ Pricing Power
Source:
bloombergMarkets
July 10, 2026 · 07:13
From the publisher
Morgan Stanley’s Lisa Shalett urged investors to be cautious on chipmakers as evidence mounts that their pricing power is limited, suggesting that the stocks may have rallied too far on optimism around artificial-intelligence spending.
About the source
Bloomberg Markets
Bloomberg Markets is a magazine published six times a year by Bloomberg L.P. as part of Bloomberg News. Aimed at global financial professionals, Bloomberg Markets publishes articles on the people and issues related to global financial markets. Bloomberg Markets, which is based in New York City, has readers in 147 countries. More than half of its readers live outside the U.S.
Wikidata Q721648
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The original article opens on the publisher's website.
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