Tech Set to Rebound as AI Leadership Faces Fresh Tests
A surge in semiconductor stocks is driving a tech rebound as investors shift focus from software to chipmakers.
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A surge in semiconductor stocks is driving a tech rebound as investors shift focus from software to chipmakers.
Morgan Stanley suggests a market shift as investment rotates from semiconductor chips toward hyperscalers.
A small group of quantitative stocks has surged nearly 70% in early 2026, while Nasdaq-100 gains remain concentrated in just 10 companies.