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CRYPTODeFi Technologies posts weaker Q2 but Valour inflows point to a different storyCRYPTOUK parliamentary probe into Nigel Farage's crypto gifts resumes after by-election winCRYPTOIsrael's largest bank brings $BTC, $ETH and $SOL to customers through GalaxyCRYPTOmacOS screen sharing flaw is actively exploited, Dutch security officials warnCRYPTOIreland targets private crypto wallets and foreign exchanges in new AML pushMACROLument Finance Trust's 1-for-10 reverse split sets a 2027 capital testCRYPTODeFi Technologies posts weaker Q2 but Valour inflows point to a different storyCRYPTOUK parliamentary probe into Nigel Farage's crypto gifts resumes after by-election winCRYPTOIsrael's largest bank brings $BTC, $ETH and $SOL to customers through GalaxyCRYPTOmacOS screen sharing flaw is actively exploited, Dutch security officials warnCRYPTOIreland targets private crypto wallets and foreign exchanges in new AML pushMACROLument Finance Trust's 1-for-10 reverse split sets a 2027 capital test
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MarketsJuly 6, 2026

Morgan Stanley Says AI Hyperscalers Set for Comeback as Semiconductor Rally Fades

Morgan Stanley is calling a rotation: AI hyperscalers are positioned for a significant comeback rally as the semiconductor trade runs out of steam. The chip sector has cooled over the last

ByElias Vance
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marketwatch.com

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Editorial. NewsNovo is independent. Nothing in this article is investment advice; treat figures and quotations as starting points for your own research.

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More in Markets

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  4. 4MarketsNvidia's half-trillion deal targets hyperscaler funding walls, but the read-through is not clean
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Markets
01

Nvidia's AI financing push draws scrutiny over debt and return prospects

The case for Nvidia (NVDA) as a capital allocator is now being tested openly. A recent interview surfaced pointed questions about the company's debt levels and whether its move into AI financing will generate returns…

Ines Ferreira · 2 min read

Markets
02

Nvidia enters the open model market with Nemotron 3.5 Lightning as Nemotron 4 reportedly takes shape

The case for Nvidia (NVDA) as a hardware vendor sits in tension with its newest product. The company has launched Nemotron 3.5 Lightning, an open model, and is reportedly building a larger

Marissa Baek · 2 min read

Markets
03

Nvidia has overtaken inflation data as the top driver of market sentiment, Nomura finds

Market participants now treat Nvidia as a more meaningful signal for broader market direction than inflation data, according to Nomura. That reordering is notable. It puts a single stock above the ec

Jonah Berg · 2 min read

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