These stocks could be the future winners — and losers — of a massive shift in IT spending
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.…
Buy these stocks as plays on Google’s big spending, analyst says
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.…
The bond market is doing the Fed’s job, and that could be good news for stocks, says Morgan Stanley strategist
A stronger dollar, higher bond market yields and elevated gas prices are already tightening financial conditions in the U.S. to the point that Kevin Warsh may…
Here’s why Goldman Sachs just flipped bullish on stocks for the rest of the year
Goldman Sachs is leaning more heavily into stocks for the remainder of the year. That’s down to earnings and a market that has overall gotten cheaper.…
IMF finds demand for tokenized stocks, says the market is still volatile, illiquid
Investors are using blockchainbased shares for smaller and afterhours trades. The IMF says liquidity, legal rules and settlement systems have not caught up.…
More evidence that broad-market index funds remain unbeatable, even in the era of AI stock-picking
Even with the rising use of AI, picking marketbeating stocks has not become any easier this year, a new report finds. Source：MarketWatch
Taxing stocks, estates and employee benefits could keep Social Security from running out of money. Here’s who could pay the most.
Social Security is projected to become insolvent in six years. These are some of the creative solutions that are on the table, beyond raising payroll taxes.…
Here’s how much stocks could fall if the Democrats sweep Congress as expected, according to BofA
The rising probability of the Democratic Party taking control of both houses of Congress in the midterm elections poses a “meaningful” threat to risk appetite,…
Why one Wall Street firm sees parallels to the late 1970s and recommends shorting U.S. stocks
The artificialintelligence buildout is most often associated with the dotcom boom at the end of the last century, but quants at one Wall Street giant identify…
SpaceX’s Starlink Mobile plans are pressuring AT&T and Verizon shares
SpaceX plans to purchase Grain Management’s 800 MHz spectrum portfolio in a move to bolster its mobile ambitions. The news is lifting celltower stocks.…
Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’
OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in…
Wall Street's tokenization boom could have bigger winners than bitcoin and ether, Citrini says
The research firm sees tokenized stocks, bonds and loans creating new markets for trading and lending, with feegenerating platforms and companies poised to…