Published Jul 10, 2026, 10:13 AM ET · Updated 4 months ago · 1 source
Morgan Stanley Sees Pressure Rising on Chipmakers’ Pricing Power
bloomberg
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Original Report
INFERY
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.