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JPMorgan and Morgan Stanley differ on outlook for chip stocks in 2026
JPMorgan points to a potential summer entry for semiconductor shares, while Morgan Stanley warns the industry may face a difficult remainder of 2026.
MarketWatch reports that JPMorgan and Morgan Stanley are taking divergent views on semiconductor stocks as investors look ahead to the rest of 2026.
In JPMorgan’s view, a potential buying opportunity for chip shares may emerge during the summer.
Morgan Stanley, however, expects a harder stretch for the semiconductor sector through the remainder of 2026.
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