Goldman: Analysts underprice AI capex; sees more stock gains ahead
Goldman Sachs projects AI capital spending will surpass analyst estimates next year, supporting a bullish outlook for US equities and reinforcing the…
Goldman Sachs projects AI capital spending will surpass analyst estimates next year, supporting a bullish outlook for US equities and reinforcing the…
Aging wealthy Europeans lift the DAX and euro as the ECB stays hawkish, defying demographic doom scenarios for the region.
SpaceX IPO prompts Wall Street to conduct extensive stress tests, focusing on Nasdaq and S&P 500 resilience ahead of what could be…
Mixed US inflation data fails to ignite Wall Street rally as easing core CPI offers limited relief amid persistent headline pressures.
S&P 500 hedging costs spike to record highs as the $9 trillion rally faces the Federal Reserve, with options premiums and the…
An $11.4 billion backlog in U.S. tariff refund appeals deepens trade policy uncertainty, weighing on the dollar and risk assets.
SpaceX IPO may serve as a decisive test for the nascent tokenized stock market, challenging its liquidity, regulation, and investor confidence.
JPMorgan advises investors to capitalize on stock market dips, forecasting short-lived pullbacks as strong economic fundamentals and earnings persist.
Citi's Chew highlights aggressive short-selling in U.S. stocks, suggesting heightened bearish bets that may pressure indices and spark volatility if unwound.
Emerging-market stocks surged the most in two months on AI dip-buying, lifting the MSCI Emerging Markets Index to a multi-month high as…
Asian stocks, led by Japan's Nikkei 225 and Hong Kong's Hang Seng, are set to rebound as easing Iran geopolitical tensions and…
JPMorgan cuts near-term stock view after rout triggers risk-off shift among key trading desks.