Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers

Source: bloombergMarkets July 6, 2026 · 02:07
Morgan Stanley’s Wilson Sees Rotation From Chips to Hyperscalers
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US stocks will struggle to reach new highs as investors rotate out of some of this year’s biggest winning technology trades, according to Morgan Stanley strategists.
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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.

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