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Morgan Stanley Reports Software Stocks, Including Palo Alto Networks, Under-Owned by Institutional Investors
Morgan Stanley Reports Software Stocks, Including Palo Alto Networks, Under-Owned by Institutional Investors
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Reuters
S&P on track for muted open as Middle East tensions weigh; AI stocks boost Nasdaq
By Avinash P and Purvi Agarwal Aug 17 (Reuters) - The S&P 500 was set to open subdued on Monday as markets weighed the prospect of fewer interest-rate hikes against Middle East tensions, while the report of a strong revenue forecast from AI lab Anthropic put the Nasdaq on course for a higher open.
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Trendline
Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers
Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers
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Trendline
Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase
Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase
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Trendline
European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm
European Central Bank Blog Predicts U.S. Tech Stock Correction Amid AI Enthusiasm
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Reuters
AI market correction is coming, ECB blog predicts
FRANKFURT, Aug 17 (Reuters) - A market correction to tech stock exuberance in the U.S. is likely and could have far-reaching consequences due to limits in fiscal and monetary policy buffers to blunt the potential economic hit, a European Central Bank blog post said on Monday.
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Reuters
Tech selloff pulls Wall Street to two-week lows as oil and yields climb
By Shashwat Chauhan and Purvi Agarwal Aug 18 (Reuters) - Wall Street's main indexes hit their lowest in two weeks on Tuesday, pressured by losses in heavyweight technology stocks, while fading hopes for a U.S.-Iran peace deal sustained gains in oil prices and kept government bond yields at multi-
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Reuters
Nasdaq futures gain as tech stocks climb
Aug 17 (Reuters) - Nasdaq and S&P 500 futures rose on Monday, boosted as a strong revenue forecast from AI leader Anthropic supported technology stocks, while investors weighed the prospect of fewer interest-rate hikes against Middle East tensions.
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TheStreet
Charles Schwab takes huge gamble on single stock futures
Trading stocks through Schwab no longer necessarily requires buying a company's shares outright, opening a new way with significantly less cash up front. The product is called a single stock future, and it comes with a track record that the marketing materials skip over entirely. Charles Schwab ...
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TheStreet
Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now
Transcript: CAROLINE WOODS:Let's kick off the week with some technical perspective. Mark Newton is global head of technical strategy at Fundstrat and joins us now. Mark, great to have you at the desk. Thanks so much for being here. MARK NEWTON:Great to be here. CAROLINE WOODS:All right. So stocks ...
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Reuters
Wall St mixed as Middle East tensions eclipse tech strength
By Avinash P and Purvi Agarwal Aug 17 (Reuters) - The S&P 500 and the Dow inched lower on Monday as U.S.-Iran tensions dented sentiment, while some technology stocks rose after the report of a strong revenue forecast from AI lab Anthropic.
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Reuters
Analysis-Big investors hunt for tomorrow's AI winners as capex angst fades
By Danilo Masoni MILAN, Aug 17 (Reuters) - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech's spending spree will pay off to the kind of companies that will deliver returns over the longer term, investors say.
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