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(Bloomberg) -- Emerging-market carry trades, some of this year’s most popular foreign-exchange bets, are showing resilience even after joint US-Japan currency intervention dented the appeal of this yen-funded strategy.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earnings After IPOBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met W

(Bloomberg) -- Blackstone Inc. has held early discussions with investors to gauge interest in a second mega debt package to finance Anthropic PBC’s use of chips from Alphabet Inc.’s Google.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders Advisi

(Bloomberg) -- The US Treasury will need to increase the sizes of at least some of its fixed-rate borrowing programs next year but is unlikely to signal the shift just yet, according to bond dealers.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Lead

(Bloomberg) -- Power utilities across the US are already strained from AI data centers. But they’re increasingly facing an even bigger threat: that developers will be forced to walk away from projects, leaving households on the hook for massive infrastructure bills.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business

Bristol Myers Squibb (BMY) just gave investors a strong quarter and a bigger outlook. Morgan Stanley read the same report and kept its rating exactly where it was. (The source of much of this article is a Morgan Stanley report shared with me.) Morgan Stanley sees the stock falling to $40, well ...

(Bloomberg) -- Momentum-style equity investing is poised to rebound from a sharp retreat as sectors with strong earnings replace chip stocks in leading the market’s gains, Morgan Stanley strategist Michael Wilson said.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping AttackCrushed by Kospi Rout,

SpaceX's IPO paid Wall Street $100 million and lifted Morgan Stanley past $10 trillion. SpaceX earnings land August 4.

Meta Platforms reported its second-quarter earnings with one issue dominating investor attention: the soaring cost of its artificial-intelligence expansion. Meta is not alone. Amazon raised its expected 2026 capital spending to approximately $220 billion, while Microsoft expects to invest around ...

Morgan Stanley is betting a wave of upcoming IPOs will deliver windfalls worth tens of billions of dollars in client assets for its wealth management...

(Bloomberg) -- Loan investors are pushing back for the first time in years, in a shift that will probably translate to higher borrowing costs for everyone from private equity firms to deeply indebted AI companies.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysBessent Joins Japan to Help Reverse Months of Yen LossesIndia’s Family Offices Em

In their wake, the bank’s wealth management unit suffered an exodus of financial advisors. Wedding-related spending has increased 8.5% year over year so far in 2026, according to Bank of America payments data. Inflation is playing a role, but so is social media: A majority of respondents to a BofA survey said the era of digital connections and scrolling has introduced additional expenses, such as hiring content creators to capture and share the special day.

Besides this second quarter, I had the chance to cover Morgan Stanley's note on RTX in April after their impressive Q1. Morgan Stanley cut RTX's price target to $220 but maintained an Overweight rating, viewing the post-earnings dip as a "buying opportunity."Fast forward to this Q2 coverage: RTX ...

(Bloomberg) -- Reformation Inc., a sustainable womenswear brand backed by private equity firm Permira, opened at its IPO price in its trading debut Thursday, after the company raised $210.9 million in a listing that priced at the bottom of its marketed range.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middle EastWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionBond Yields at 19-Year High Send Warsh Credibility WarningMeta Falls After Defending AI Bets t

(Bloomberg) -- It had been just six weeks since Federal Reserve Chairman Kevin Warsh vowed to reestablish the central bank’s reputation as an inflation fighter. But as he took to the podium to explain why the Fed again sat on the fence Wednesday — and held interest rates steady even as consumer prices keep rising far faster than its target, month after month — Wall Street analysts found the message far from reassuring.Most Read from BloombergUS Strikes Iran Again as Conflict Spreads Across Middl

(Bloomberg) -- Jersey Mike’s Subs Inc. and some of its shareholders raised $1 billion in an initial public offering that priced at the midpoint of its marketed range.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe Ti

Mortgage employees faced backlash when questioning or rejecting loans. The bank says it hasn’t “compromised its underwriting standards.”

(Bloomberg) -- An attempt by a lender to offload a portion of a loan backing a Hong Kong data center project is highlighting a global trend of banks reshuffling lending to keep exposure to the booming sector within limits.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsApple Set to Make Big Smart Home Push With Siri AI at CenterCitadel Securities Sees Warsh Delivering Surprise Fed HikeSpaceX Rebounds A

(Bloomberg) -- Meredith Whitney, the former bank analyst who rose to fame for a 2007 report ahead of the global financial crisis, warned that a US “reckoning” is coming in the fourth quarter as one-time economic boosts from the World Cup and residual fiscal spending fade.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set to Make Big Smart

(Bloomberg) -- For months, Big Tech has flooded debt markets with mega bonds that were initially snatched up by investors keen to get exposure to the artificial intelligence boom. As demand wanes and bubble concerns mount, those deals are becoming harder and costlier to get over the line. Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeApple Set

(Bloomberg) -- One of this year’s hottest themes in the stock market has been the crowds of traders chasing the recipients of all the planned spending on new artificial-intelligence data centers. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsChip Rout Deepens on Circular Funding, China Competition FearsCitadel Securities Sees Warsh Delivering Surprise Fed HikeDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline

Investors were betting the S&P 500’s next leg higher would come from a broader rally, with more cyclical and speculative stocks joining the biggest winners. Morgan Stanley sees something else. Instead of spreading the risk, investors are apparently retreating toward high-quality ...

(Bloomberg) -- Jersey Mike’s Subs Inc.’s initial public offering has attracted investor demand for more than 10 times the available shares ahead of pricing on Wednesday, according to people familiar with the matter.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPONvidia’s $750 Billion in Deals Reignite Circular AI FearsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply

Investors have been pivoting toward high-quality megacap stocks as more companies adopt artificial-intelligence tools.

(Bloomberg) -- Forget the VIX at 18. The stock market is swinging around in ways that are beyond what’s seen as normal in bull markets.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysStocks and Bonds Rally as Brent Tumbles Below $90: Markets WrapThe broader S&P 500 Index looks steady i

(Bloomberg) -- US companies that are integrating artificial intelligence capabilities are well positioned this earnings season as they’re poised for stronger profit margins, according to Morgan Stanley strategists.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks, Bonds Rise in Re

(Bloomberg) -- For years, economists and policymakers have scratched their heads over Britain’s inflation problem.Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksAwakened Indian Students Hand Modi One of His Biggest SetbacksTrump Seethes as Iran War Spirals Anew With No End in SightEven as post-pandemic supply shocks faded and neighboring countri

If your portfolio has been riding the same cluster of mega-cap technology stocks since 2023, Morgan Stanley has a timely warning. The S&P 500climbed about 20% from its April low to a record high near 7,620 on June 2, fueled by optimism over the U.S.–Iran ceasefire and persistent ...

The earnings season has kicked off with a bang, though not the kind that investors have been hoping for. Two Magnificent 7 members turned in their disappointing earnings on the same day. Alphabet (GOOGL) and Tesla (TSLA) both reported earnings on July 22, and both stocks dropped the following day. ...

GE Vernova (GEV) told investors on July 22 that it plans to build more gas turbines than it had ever promised. After the announcement, the stock fell. Shares dropped 6.4% on the day of the news, even though the company raised full-year revenue and cash flow guidance and posted record orders. Morgan ...

Institutional cryptocurrency trading platform LMAX Group is considering going public.