Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech 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 Nathan Hager. See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 29, 2026

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Morgan Stanley's Mike Wilson Talks FOMC Preview, Tech Trade

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