AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Big banks’ record Wall Street profits are increasingly tied to AI
Wall Street’s biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied…
Cloudflare (NET) Stock Gets Fair Value Boost As Analysts Raise AI And Security Targets
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors…
Morgan Stanley sees China Apple Intelligence approval as key AI catalyst
Investing.com — Morgan Stanley analyst Erik Woodring said in a note to clients on Thursday that China’s approval…
Morgan Stanley (MS) Q2 2026 Earnings Call Highlights: Record Revenues and Strategic Growth …
This article first appeared on GuruFocus. Revenue: $21.3 billion for the second quarter. Earnings Per Share (EPS): $3.46,…
AI stock frenzy drives record revenue at Morgan Stanley, capping big bank earnings blowout
An AI-powered trading and dealmaking binge boosted profits 58% at Morgan Stanley (MS) in the second quarter. On…
Stock market today: Live updates
Traders work at the New York Stock Exchange on July 10, 2026. NYSE Stock futures edged higher early…
Goldman Sachs and JPMorgan Chase are emerging as AI winners
Chairman and CEO of JPMorgan Chase & Co. Jamie Dimon and Goldman Sachs Chairman and CEO David Solomon.…
Why Western Digital (WDC) Is Benefiting From AI-Driven Storage Demand and Tight HDD Supply Conditions
Western Digital Corporation (NASDAQ:WDC) is one of the best performing AI stocks over the last 3 years, with…
Earnings season kicks off and a wave of inflation data: What to watch this week
Coming off a relatively staid past week in the markets, investors step into a packed five-day stretch as…
Morgan Stanley Warns of “Chipflation” as Hyperscalers Invest More in Compute Capacity: 2 No-Brainer Artificial Intelligence (AI) Chip Stocks to Buy Right Now
The artificial intelligence (AI) revolution has delivered outsized gains to a concentrated set of market participants over the…