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BIZARRE: 7 - What They Never Told You

Hackers breach Anthropic's 'too dangerous to release' Mythos AI model, report

Hackers have gained access to Anthropic's Mythos, an AI the company considers too cybersecurity-sensitive to release publicly.

Euronews

How Trump's war screwed you out of your Trump tax refund: Wall Street has the receipts

Goldman Sachs and Morgan Stanley crunched the numbers on the OBBBA refund bonanza—and the math is brutal. Gas prices wiped it out.

Fortune

Datadog and JFrog Are 2 Software Stocks to Buy Now According to Morgan Stanley

A Morgan Stanley analyst has picked Datadog and JFrog as top picks in its software AI list.

Barchart

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Morgan Stanley Says Palantir Stock Can Keep Accelerating Revenue Growth. Load Up on PLTR Here.

With momentum on its side, Palantir's growth is expected to remain robust, per the firm.

Barchart

Morgan Stanley Says You Should Buy Affirm Stock Now

The global leader in financial services signals growing confidence in Affirm Holdings, as improving trends and easing concerns support its outlook.

Barchart

Dear Seagate Technology Stock Fans, Mark Your Calendars for April 28

Strong AI-driven storage demand, tight supply, and rising analyst confidence have set the stage as Seagate approaches its next key update on April 28.

Barchart

The economist who was terrified of AI just found a rare reason for hope

Alex Imas spent years warning AI could collapse labor markets and crater demand. But he's been working on a new theory about what could go right.

Fortune

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Trump's big housing market solution is dead on arrival, UBS says—its model is Texas from 25 years ago

"There isn't a magic wand that will all of a sudden return housing affordability to its historic average tomorrow," ResiClub's Lance Lambert told Fortune.

Fortune

US-Iran Peace Optimism Lifts Stocks

The S&P 500 Index ($SPX ) (SPY ) today is up +0.36%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.391%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.63%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

Barchart

Big US banks rake in near $50bn profit as Iran war shakes markets

Six lenders, including Bank of America, Morgan Stanley and JP Morgan report jump in first-quarter earnings

The Guardian - UK

Stocks Supported by US-Iran Peace Optimism

The S&P 500 Index ($SPX ) (SPY ) today is up +0.10%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.15%. June E-mini S&P futures (ESM26 ) are up +0.16%, and June E-mini Nasdaq futures...

Barchart

Is Nokia Stock a Buy at 52-Week Highs?

Nokia sits at the intersection of two powerful growth stories in AI‑RAN and optical networking. But with the stock now trading roughly 19% above the average Street price target and well into overbought territory, is Nokia a 'Buy' here?

Barchart

Goldman Sachs makes surprise jump into Bitcoin ETFs with a product one analyst dubs ‘boomer candy’

The filing from a major U.S. bank comes shortly after Morgan Stanley’s Bitcoin ETF launched.

Fortune

Higher Aluminum Prices Are a Win for Alcoa Stock, Says Morgan Stanley. Should You Buy AA Here?

Disruptions in the Middle East have been cited as the primary reason for the firm's upgrade of Alcoa's stock.

Barchart

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The Independent UK

War in Iran intensifies a time of uncertainty for makers of the ultimate in bling, luxury watches

The annual luxury watch fair “Watches and Wonders” opens this week with the Mideast war casting new doubt over an industry that had been looking to rebound from tariff turmoil and a contracting market over the last two years

Barchart

Iran Ceasefire, Bank Earnings and Other Key Things to Watch this Week

Markets face extraordinary uncertainty following the collapse of lengthy U.S.-Iran diplomatic talks that ended with no deal, as Vice President J.D. Vance confirmed Iranian officials "have chosen not to accept our terms."

Barchart

UBS Says Memory Prices Could Still Gain 40%. Does That Make Western Digital Stock a Buy Here?

Investors are favoring memory chip stocks like Western Digital after the ceasefire deal.

Barchart

Hard Disk Drive Prices Are Rising. Why That Makes Seagate Stock a Top Buy.

AI demand is supercharging hard disk drive pricing. But why is that fueling Seagate’s rise as Wall Street’s top hardware bet?

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news in one place.

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Fortune

Morgan Stanley’s Bitcoin ETF began trading. An analyst put it in the top 1% of ETF launches

The new fund marks a “second wave of digital asset adoption,” said a Coinbase executive.

Barchart

Morgan Stanley Just Downgraded Arm Stock on Chipmaking Pivot. Why, and Should You Sell ARM Now?

As Arm Holdings moves into chipmaking, Morgan Stanley pours cold water with a downgrade. Now that ARM has slipped, is this a buying chance or a warning sign for ARM investors?

Barchart

Move Over, Western Digital! Why Seagate Is the New Top Stock Pick

Amid AI-driven storage demand, Morgan Stanley hands the baton to Seagate, citing stronger margins and upside, edging out Western Digital.

Fortune

The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting

The question now: Is this a generational buying opportunity?

Barchart

Dear Morgan Stanley Stock Fans, Mark Your Calendars for April 15

Morgan Stanley's upcoming earnings should shine light on whether MS stock deserves its current premium or not.

Fortune

The megamanager era: AI is doubling bosses’ workloads—and the costs are just beginning to show

As AI reshapes how workplaces are organized, the gap in human talent could widen faster than anyone expects.

Tom’s Hardware

Intel reportedly in talks with Google and Amazon over advanced packaging — major customers could take advantage of EMIB-T later this year

Intel is understood to be in active talks with Google and Amazon to provide advanced chip packaging services for their custom AI ASICs.

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