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BIZARRE: 7 - What They Never Told You

AI investors may pivot to hyperscalers from chipmakers, Morgan Stanley says

Morgan Stanley has recommended a strategic pivot in market investments, directing attention from semiconductor stocks to AI-based giants such as Alphabet and Amazon. This shift is fueled by expectations of reduced rate hikes and a decline in oil prices, which favor sectors like consumer discretionary, transport, and biotech. As major…

The Economic Times

25% chance of Sensex hitting 1 lakh in next 1 year: Morgan Stanley's Ridham Desai

Morgan Stanley's Ridham Desai sees a 25% chance of the Sensex touching 1 lakh within the next year, driven by stronger earnings and improving macroeconomic fundamentals. The brokerage's base case targets 89,000 by June 2027, while assigning an equal 25% probability to a bear-case decline to 66,000.

The Economic Times

The Q1 verdict: Can TCS, Infosys, other IT results stop a Rs 17 lakh crore AI-led rout?

India's top IT firms like TCS and Infosys face a crucial earnings season after a massive Rs 17 lakh crore market value erosion. Analysts anticipate muted results and weak future guidance, citing client spending slowdowns, pricing pressures, and the disruptive impact of AI. Investors are keenly watching if current valuations…

The Economic Times

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Dear UnitedHealth Stock Fans, Mark Your Calendars for July 16

UnitedHealth has clawed its way back impressively from last year’s lows, and July 16 could be its biggest health check yet. Will another strong quarter keep the momentum rolling?

Barchart

Explained: Why aluminium is emerging as manufacturers' preferred alternative to copper

Record copper prices are accelerating manufacturers' shift toward aluminium, driven by lower costs and lighter weight. Automakers are expanding aluminium use as supply shortages, energy transition demand and geopolitical disruptions keep copper prices elevated and strengthen aluminium's long-term growth prospects.

The Economic Times

Citi sees brent crude sliding to $60/bbl as supply fears ease

Geopolitical tensions easing around the Strait of Hormuz are expected to drive Brent crude prices down to $60 a barrel by year-end, according to Citi. Global energy markets are normalizing, with shipping resuming and Gulf producers increasing output. Despite this, Chinese buyers remain absent, and inventories are lower than anticipated,…

The Economic Times

Delhi EV policy's real challenge for automakers could come if other states follow: Morgan Stanley

Delhi's ambitious EV Policy 2026 aims to accelerate clean mobility by phasing out internal combustion engine vehicles in select segments, with incentives for electric adoption. While immediate impact on automakers is modest, the risk lies in similar policies spreading nationwide. The report highlights challenges for the motorcycle segment and emphasizes…

The Economic Times

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Independent Private-Market Platforms After Industry Consolidation

How remaining independent platforms operate following major acquisitions in the sector

International Business Times

Stocks Settle Higher as Chipmakers Rally

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.68%. September E-mini S&P futures (ESU26 ) rose +0.63%, and September E-mini Nasdaq futures...

Barchart

Dear Tesla Stock Fans, Mark Your Calendars for July 2

Tesla's Upcoming delivery report could determine whether the EV giant's recent rally has more room to run.

Barchart

Signs of Economic Resilience Boost Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.34%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.26%, and September E-mini Nasdaq futures...

Barchart

Stock Indexes Supported by Strong Demand for Technology Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.09%, and September E-mini Nasdaq futures...

Barchart

US Stocks: Oppenheimer makes rare cuts to top US investment banks, backs alternative asset managers

Oppenheimer has downgraded major U.S. investment banks like Goldman Sachs and Morgan Stanley, citing limited upside despite a positive environment. The brokerage advises selling these large-cap banks and instead investing in alternative asset managers, whose shares have seen a significant sell-off. Oppenheimer believes investment banks are in the late stages…

The Economic Times

Morgan Stanley Cuts Oil Price Forecast As Strait Of Hormuz Traffic Rebounds Faster Than Expected

Morgan Stanley (NYSE:MS) lowered its oil price forecasts for this year and next after noting that oil tankers are moving through the Strait of Hormuz faster than expected.

Benzinga

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Barchart

Apple Price Hikes Sent AAPL Stock Falling. They May Not Even Matter in the Long Term.

Although the product price hikes led to Apple’s stock dropping, Morgan Stanley believes it may not matter.

MarketBeat

3 Top Financial Institutions Announce Over $70 Billion in Share Repurchases

JPMorgan announced a $50 billion buyback, Morgan Stanley reauthorized a $20 billion program, and Jefferies approved $250 million in repurchases alongside dividend increases.

Barchart

QNT Stock Alert: Here's Why Quantinuum Just Scored Multiple 'Buy' Ratings

Quantinuum stock rips higher as Wall Street analysts assign bullish price targets after the post-IPO quiet period. Here’s how high QNT shares could realistically fly in 2026.

Bored Panda

Bill Gates Predicts That Most Of Us Will Be Replaced By AI And Named The Four Jobs That Won’t

The robots are coming. But if you open your eyes, you will see they are already here. But who will be safe, and who will be heading to the job market sooner than they think? The man who put a computer into every home, Bill Gates, is weighing in on…

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Barchart

Cerebras Stock Sold Off After Earnings. Investors Who Panic Sell Are Ignoring the Smart Money.

Investors hit the sell button after earnings, but Morgan Stanley hit the upgrade button. Should panic sellers think twice?

The Economic Times

OpenAI weighs IPO in 2027 after expected Anthropic public debut

AI giant OpenAI is reportedly eyeing a 2027 initial public offering, potentially after rival Anthropic. Both companies have confidentially filed for an IPO, with Anthropic possibly listing as early as October. Recent tech market volatility has influenced OpenAI's timing, though deliberations are ongoing. This move aims to secure public market…

Fortune

Morgan Stanley on life after selling your business: a roadmap for entrepreneurs

Selling your company can be the financial win of a lifetime — and one of the most disorienting transitions you'll ever face.

Barchart

Morgan Stanley Just Downgraded Affirm Stock. Here's Why.

Affirm stock sinks as Morgan Stanley downgrades it to "Equal Weight." Here’s why the bank is recommending stepping to the sidelines in AFRM shares.

Barchart

Morgan Stanley's Quarterly Earnings Preview: What You Need to Know

Morgan Stanley is expected to announce its second-quarter results in July, and analysts project a double-digit earnings growth.

The Economic Times

Morgan Stanley was among first global banks to back MFS before boom and bust

Morgan Stanley initially backed British private credit firm Market Financial Solutions (MFS) before its collapse under $2.4 billion in debt. Documents reveal the US investment bank bought £50 million in loan notes from a company controlled by MFS founder Paresh Raja. This early support lent credibility to MFS, which later…

Barchart

Cerebras Stock Is Falling After Earnings. Morgan Stanley Says You Should Buy the Dip.

Cerebras stock sinks on disappointing Q2 margin guidance. But Morgan Stanley recommends buying the post-earnings dip in CBRS shares.

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