{"id":1019268,"date":"2026-07-07T08:38:29","date_gmt":"2026-07-07T03:08:29","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1019268"},"modified":"2026-07-07T08:45:49","modified_gmt":"2026-07-07T03:15:49","slug":"ai-investors-may-pivot-to-hyperscalers-from-chipmakers-morgan-stanley-says","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/07\/07\/ai-investors-may-pivot-to-hyperscalers-from-chipmakers-morgan-stanley-says\/","title":{"rendered":"AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says"},"content":{"rendered":"<p>Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI &#8220;hyperscalers&#8221; as well as consumer discretionary, transport and biotechnology shares. <\/p>\n<p>In a note dated Monday, the brokerage said \u200chyperscalers, an \u2060industry \u2060term for tech companies that are spending big on data centers, \u200bcould benefit from a rotation away from semiconductor stocks as the AI \u200bcycle shifts.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Morgan Stanley said the recent weakness in U.S. semiconductor stocks is a sign that the market gains are broadening, with investors likely to turn toward AI &#8220;hyperscalers&#8221; as well as consumer discretionary, transport and biotechnology shares. In a note dated Monday, the brokerage said \u200chyperscalers, an \u2060industry \u2060term for tech companies that are spending big on data centers, \u200bcould benefit from a rotation away from semiconductor stocks as the AI \u200bcycle shifts.<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1019268","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1019268","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1019268"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1019268\/revisions"}],"predecessor-version":[{"id":1019297,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1019268\/revisions\/1019297"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1019268"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1019268"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1019268"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}