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.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Bloomberg Talks
Louisiana Senator John Kennedy Talks Impact of Iran Pressure Campaign
Earnings Roundup: Meta, Microsoft & Qualcomm
Instant Reaction: Fed Chair Kevin Warsh's News Conference
Instant Reaction: The Fed Decides
Get summaries like this every morning.
Free AI-powered recaps of Bloomberg Talks and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.