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 with Bloomberg's Jonathan Ferro

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 with Bloomberg's Jonathan Ferro

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Bloomberg Talks

Morgan Stanley's Mike Wilson Talks Equity Trade

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e8966ab2-fb40-4441-be7a-b47f00f11d1d/transcript

Lori Calvasina, head of US equity strategy at RBC first half of 2026 and her expectations for the second half of 2026. She speaks with Bloomberg's Tom Keene and Paul Sweeney

Lori Calvasina, head of US equity strategy at RBC first half of 2026 and her expectations for the second half of 2026. She speaks with Bloomberg's Tom Keene and Paul Sweeney

RBC's Lori Calvasina Talks Markets for H2 2026

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7fdca096-4f28-4485-bd36-b47f00f11cf6/transcript

Henrietta Treyz, Veda Partners director of economic policy research, discussed expectations for the upcoming NATO summit, oil prices and how Iran will stay in control of the Strait of Hormuz after the war is over. She speaks with Bloomberg's Tom Keene and Paul Sweeney

Henrietta Treyz, Veda Partners director of economic policy research, discussed expectations for the upcoming NATO summit, oil prices and how Iran will stay in control of the Strait of Hormuz after the war is over. She speaks with Bloomberg's Tom Keene and Paul Sweeney

Veda Partner's Henrietta Treyz Talks Control of Hormuz

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/70bd4e0b-cb41-4d4a-bf71-b47f00f11cf8/transcript

Daniel Murphy, Alliance for Coney Island Executive Director, joins Lisa Mateo live at Coney Island on Bloomberg: This Weekend to discuss the history of the Alliance for Coney Island.

Daniel Murphy, Alliance for Coney Island Executive Director, joins Lisa Mateo live at Coney Island on Bloomberg: This Weekend to discuss the history of the Alliance for Coney Island.

Alliance for Coney Island Executive Director Daniel Murphy Talks Coney Island History

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e26c007d-321e-4e4e-94ed-b47d011826df/transcript

Morgan Stanley's Mike Wilson Talks Equity Trade

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