Is the chip cycle accelerating faster than expected? [Yahoo! Finance]
Morgan Stanley (MS)
Last morgan stanley earnings: 4/16 07:15 am
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Source: Yahoo! Finance
pointing to a broad-based acceleration that could drive stronger-than-expected earnings across the industry. Analyst Joseph Moore told clients in a note on Wednesday that while positive indicators were beginning to align last quarter, first-quarter 2026 results show "a clearer turn in the upcycle, matching recent anecdotes." The firm's AlphaWise analysis suggests shipments have largely normalized to end demand and should accelerate from here, with the distributor survey pointing to strong, above-seasonal sequential growth in the second quarter. Morgan Stanley identifies three pillars supporting the setup, with broad-based strength, inventory replenishment and tighter supply across the supply chain. The firm notes that analog and MCU segments are benefiting from tightening trailing-edge capacity, geopolitical volatility and severe input cost inflation in memory. "We've gone from supply abundance to shortage concerns within months," Moore writes, though Morgan Stanley stops sh
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MS
Earnings
- 4/16/26 - Beat
MS
Sec Filings
- 4/22/26 - Form 424B2
- 4/22/26 - Form 424B2
- 4/21/26 - Form 424B2
- MS's page on the SEC website