About this episode
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 Ferro
See omnystudio.com/listener for privacy information.
Get every episode summarized
Each time Bloomberg Talks publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Bloomberg Talks
US Interior Secretary Doug Burgum Talks Gas Prices
Bloomberg Talks
Sep 10, 202612:24completed
New York Yankees President Randy Levine Talks Sports Economy
Bloomberg Talks
Sep 10, 202611:20completed
CEO and Founder Next 3 Carolyn Tisch Blodgett Talks Sports Investing
Bloomberg Talks
Sep 10, 20266:59completed
Former White House Chief of Staff & Former US Ambassador to Japan Rahm Emanuel T...
Bloomberg Talks
Sep 10, 202610:44completed