News

"The idea that we are in a digestion phase for AI is laughable given the obvious need for more inference chips," Morgan ...
The Federal Reserve's goal of engineering a soft landing for the economy has been complicated by significant policy shifts on global trade and defense from the Trump administration. Jim Caron, chief ...
Enphase Energy (NASDAQ:ENPH) -15% and SolarEdge Technologies (NASDAQ:SEDG) -7.5% in Wednesday's trading after Enphase's revenue guidance missed analyst estimates at the midpoint and Morgan Stanley ...
Standing outside his friend’s cupcake shop, he says Donald Trump’s levies are a sign that America feels threatened by China’s ...
Seth Carpenter, Morgan Stanley Global chief economist, joins 'Closing Bell Overtime' to talk the fact off between the White House and the Federal Reserve.
The Trump White House tariff policy has certainly increased the risk of both higher inflation and lower growth” ...
"Earnings revisions breadth is now at levels rarely witnessed," Morgan Stanley wrote, adding that uncertainty is the highest ...
"We should start to now see the data that will be reflective of these tariffs," says Michael Gapen, head of US economics at Morgan Stanley. He examines the potential economic and market impact of ...
The top finance experts, economists, and hedge fund managers, have expressed concerns about the potential risk of recession.