Leave your feedback Share Copy URL https://mypepack.gophersport.com/video/?vid=sFPHA7yfA2s Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Mike Wilson Sees Semiconductor Stocks Correcting [cOe4R1bMiBF] Health Updated on August 08, 2026 EDT — Published on August 08, 2026 EDT 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 on "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: Facebook: Instagram: Connect with Bloomberg Business on: X: Facebook: Instagram: TikTok: Reddit: LinkedIn: More from Bloomberg: Bloomberg Radio: Bloomberg Surveillance: Bloomberg Politics: Bloomberg Originals: Watch more on YouTube: Bloomberg Technology: Bloomberg Originals: Bloomberg Quicktake: Bloomberg Espanol: Bloomberg Podcasts: NLCR1Jffj3B 9qgXq3RVaLp 4q5svP3Uorw ZtqSxU5XoYW IZuAIBjZvgZ UAuSsvSJMND FmL3cmuuZc5 ZY6yfGX0DSZ
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 on "Bloomberg Surveillance." -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: Visit for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: Facebook: Instagram: Connect with Bloomberg Business on: X: Facebook: Instagram: TikTok: Reddit: LinkedIn: More from Bloomberg: Bloomberg Radio: Bloomberg Surveillance: Bloomberg Politics: Bloomberg Originals: Watch more on YouTube: Bloomberg Technology: Bloomberg Originals: Bloomberg Quicktake: Bloomberg Espanol: Bloomberg Podcasts: NLCR1Jffj3B 9qgXq3RVaLp 4q5svP3Uorw ZtqSxU5XoYW IZuAIBjZvgZ UAuSsvSJMND FmL3cmuuZc5 ZY6yfGX0DSZ