Morgan Stanley's Mike Wilson Talks Equity Trade

from Bloomberg Talks · host Bloomberg

Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks with Bloomberg's Jonathan FerroSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 6, 2026

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Morgan Stanley's Mike Wilson Talks Equity Trade

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