AI Chips: Morgan Stanley's Cautious Outlook
Update: 2025-12-22
Description
Morgan Stanley predicts AI chips will remain crucial in tech, but warns of a more disciplined growth phase with potential consolidations and slowdowns. Despite this, they see solid outlook driven by real earnings growth, with the S&P 500 projected to reach 7800 by 2026. The firm recommends AI leaders like Nvidia, Broadcom, Astera Labs, Micron, Applied Materials, Taiwan Semiconductor, NXP Semiconductors, and Analog Devices for their durable advantages and realistic prices as AI scales unevenly. Checkout Solipillow.com
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