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The Economic Times
The Economic Times

Morgan Stanley warns AI chip rally may be running out of steam

Morgan Stanley Lisa Shalett Nasdaq SK Hynix Semiconductor

Morgan Stanley’s Lisa Shalett has urged investors to remain cautious on semiconductor stocks, arguing that signs are emerging that chipmakers’ pricing power is weakening despite the AI-driven rally.

“We are seeing the AI data center tech stack, if you will, being re-engineered to include lower cost proprietary chips that many of the hyperscalers are now designing themselves,” Shalett, chief investment officer at Morgan Stanley Wealth Management, said, according to a Bloomberg report.

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