Semiconductor stocks could fall a further 10% to 15% before their correction ends, Morgan Stanley strategists led by Mike Wilson said, according to an October 26 BlockBeats report citing Jin10.
AI revenue and financing concerns
The team reportedly saw the correction as entering its final stage and expected it to finish around mid-November. It pointed to questions about the timing and size of AI revenue opportunities and potential further capital raising as pressures on the sector.
Source: BlockBeats, 2026-10-26 09:27:34 UTC.