Latest in Morgan Stanley says these are the main debates for stocks next year — including DOGE and AI
Sort by
1,979 items
-
'Last minute spending spree' by Biden, including Rivian loan, to get DOGE scrutiny, says Vivek Ramaswamy
DOGE co-lead Vivek Ramaswamy says Biden administration attempts to dole out IRA, Chips Act funds, and EV loans, at the last minute will be reviewed.CNBC - Dec. 5 -
-
Just like Cyber Monday deals are getting extended, stock market rally will continue, Goldman strategist says
U.S. stocks will be boosted by heavy inflows into index funds, corporate buybacks and a resurgence in retail activity, Scott Rubner saidMarketWatch - Dec. 5 -
Tech Stocks and AI Propel Wall Street’s Record-Setting Streak
AI is fueling the rise of tech stocks to soaring levels.Inc. - Dec. 4 -
Salesforce's earnings results spell success for AI products, Jim Cramer says
CNBC's Jim Cramer said Salesforce's recent quarter suggests the innovative potential for artificial intelligence technology is strong.CNBC - Dec. 4 -
Head of Democratic Caucus says thin House margins make attendance vital next year
The head of the House Democratic Caucus is sending an early message to his troops heading into the 119th Congress: Attendance will be crucial given the razor-tight margins in the lower chamber. ...The Hill - Dec. 4 -
Marvell’s stock skyrockets as it’s dubbed the next hot AI chip name
Wall Street is excited about Marvell’s traction in custom offerings and partnership with Amazon’s AWS.MarketWatch - Dec. 4 -
Dishonored Director Says Next Game Will Make Fans "Feel Very At Home"
Raphael Colantonio founded Arkane Studios in 1999 and spent more than 18 years there, including co-creating and directing the original Dishonored with Harvey Smith. Colantonio also directed 2017's ...GameSpot - Dec. 4 -
South Korea's short-lived martial law declaration rattled markets. Here's what's next for stocks
An extraordinary political drama in South Korea is likely to compound an already gloomy outlook for Asia's fourth-largest economy, analysts say.CNBC - Dec. 4 -
Salesforce earnings spur a big stock rally. Is the AI hype justified?
Wall Street seems excited about early momentum for Salesforce’s Agentforce AI product, but some analysts are skeptical about the monetization potential.MarketWatch - Dec. 4 -
Stocks and bonds haven’t moved together like this in three decades – and that’s putting portfolios at risk, says State Street
A so-called balanced portfolio is anything but given the correlation of stock and bond returns as well as concentration in stocks.MarketWatch - Dec. 4 -
Here’s what’s clicking now for Dollar Tree after a tough year for its stock
Retailer opens 249 new stores, books a 1.5% increase in traffic and says its Family Dollar review is on track.MarketWatch - Dec. 4 -
Spotify Wrapped Now Includes an AI-Generated Podcast Analyzing Your Listening Habits
Want to hear two robots chat about your music taste? This Wrapped season, Spotify and Google teamed up to make that dream (or nightmare) a reality.Wired - Dec. 4 -
BoE governor expects four UK rate cuts next year as inflation eases
Andrew Bailey welcomes better than expected fall in price growth in FT interviewFinancial Times - Dec. 4 -
Wall Street expects the stock rally to keep ripping through New Year’s Eve. But watch these risks.
The S&P 500 just capped off its best month in a year, and is on track to rise nearly 30% in 2024.MarketWatch - Dec. 4 -
Music sector workers to lose nearly a quarter of income to AI in next four years, global study finds
AI boom will enrich giant tech companies but creators’ rights and income will be drastically reduced unless policymakers intervene, report warns. Follow our Australia news live blog for latest ...The Guardian - Dec. 4 -
Ohio Democrat says he would also join Congressional DOGE caucus
Ohio Rep. Greg Landsman (D) said Tuesday he would join the Congressional Delivering Outstanding Government Efficiency (DOGE) Caucus, which seeks to be a counterpart to the new “Department of ...The Hill - Dec. 4 -
Marvell’s stock rises on strong AI demand, but this trend may be just as big
Marvell’s results signal a gradually healthier business that’s about more than just the AI boom.MarketWatch - Dec. 4 -
Salesforce surges on revenue beat, AI growth prospects – here's our new price target for the stock
Salesforce made clear that Agentfoce, its new AI offering, can kickstart revenue growth in the quarters ahead.CNBC - Dec. 4 -
South Korean stocks rebound from lows in chaotic trading as president says he's lifting martial law
The iShares MSCI South Korea ETF (EWY), which tracks more than 90 large and mid-sized companies in South Korea, at one point tumbled to a 52-week low.CNBC - Dec. 3 -
Apple says it uses Amazon's custom AI chips
Apple is currently using Amazon Web Services' custom AI chips for services like searching and will evaluate if its latest AI chip can be used to pre-train its AI models like Apple Intelligence.CNBC - Dec. 3 -
AWS says new Bedrock Automated Reasoning catches 100% of AI hallucinations
AWS updated Bedrock with two new capabilities, one to let large models teach smaller models and another to catch and correct hallucinations.VentureBeat - Dec. 3 -
Boeing’s volatile bonds could outshine the defense sector next year
Boeing Co. was named a “best idea” by the U.S. investment-grade team at CreditSights on Tuesday, on expectations the troubled aerospace company can stabilize its ratings and provide a path to ...MarketWatch - Dec. 3 -
Talks on a new NHL CBA are set to start early next year. Here's why there is optimism
Talks on a new collective bargaining agreement between the NHL and NHL Players' Association are set to begin in early 2025ABC News - Dec. 3 -
Inside the Supreme Court Justices’ Ethics Debate
In private meetings and memos, the justices made new rules for themselves — then split on whether they could, or should, be enforced.The New York Times - Dec. 3 -
Here Are the Big 2025 Predictions for AI, From a CEO Who Was Right About This Year’s Developments
Experts make predictions about the future of tech all the time, but Clem Delangue’s platform Hugging Face is central to many current AI innovations—so when he talks about AI’s future, we should ...Inc. - Dec. 3 -
AI won't replace humans making games, PlayStation boss says
The gaming giant's joint CEOs reflect on its past and future as it celebrates its 30th anniversary.BBC News - Dec. 3 -
AT&T sees earnings growth over next 3 years; eyes more than $40B in anticipated shareholder returns
AT&T anticipates earnings growth over the next three years thanks to the momentum of 5G and fiber servicesABC News - Dec. 3 -
‘Contrarians aren’t being rewarded,’ and short sellers of U.S. stocks are giving up, says Citigroup
Strategists at Citigroup say investors are increasingly giving up on bets against the U.S. stock market.MarketWatch - Dec. 3 -
Top tech stocks are ‘cash machines,’ so keep buying, says the dean of valuation
Aswath Damodaran, the NYU Stern School of Business finance professor, says big tech stocks are “insanely profitable,” and should be bought in case of pullbacks.MarketWatch - Dec. 3 -
Olympian Jordan Chiles says real estate will be her next career—when the time comes
When she is ready to move away from gymnastics and into real estate, Chiles can certainly seek advice from her fellow Olympian Simone Biles.MarketWatch - Dec. 3 -
Fed’s Waller says he supports interest-rate cut at next meeting — for now
Federal Reserve Governor Christopher Waller said Monday that as of today, he supports an interest-rate cut at the central bank’s next meeting in a little over two weeks.MarketWatch - Dec. 2 -
Jim Cramer says AMD stock is a buy on Intel's CEO shakeup — 'It's winning'
Pat Gelsinger's retirement from Intel will only help Club holding and longtime rival AMD, Jim Cramer said Monday.CNBC - Dec. 2