Morgan Stanley: More Stocks Join the Bull Market | 23 Jul 2026 | Thoughts on the Market
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- The market "broadening trade" has resumed momentum as crowded semiconductor positioning unwinds and capital rotatively seeks lagging fundamentals with lighter positioning [00:00:16].
- The current rotation reflects the fourth historical adjustment cycle since ChatGPT launched, with hyperscalers outperforming semiconductor stocks by nearly 30% in recent weeks [00:01:54].
References
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