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AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
24/7 Wall St.19d agoneutral
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up

The AI boom has transformed the memory chip market into one of technology’s hottest — and tightest — segments. As hyperscale data centers race to build AI infrastructure, demand for high-bandwidth memory (HBM) has exploded, driving DRAM revenue sharply higher while keeping supply under intense pressure. That imbalance isn’t likely to disappear anytime soon. TrendForce ... AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up

Morgan Stanley’s Lodging Upgrade Might Change The Case For Investing In Wyndham Hotels & Resorts (WH)
Simply Wall St.19d agobullish
Morgan Stanley’s Lodging Upgrade Might Change The Case For Investing In Wyndham Hotels & Resorts (WH)

Morgan Stanley recently boosted its outlook for Wyndham Hotels & Resorts and other lodging companies, expecting second-quarter results to benefit from strong US room revenue helped by major events like the FIFA World Cup. This upbeat sector view arrives even as Wyndham faces questions about weaker revenue per room, declining returns on capital, and the effectiveness of recent investments. Next, we’ll examine how Morgan Stanley’s optimism about US room revenue resilience interacts with...

Wyndham Hotels & Resorts (WH) In Focus As World Cup Boosted Lodging Outlook Meets Valuation Debate
Simply Wall St.19d agoneutral
Wyndham Hotels & Resorts (WH) In Focus As World Cup Boosted Lodging Outlook Meets Valuation Debate

Morgan Stanley’s upbeat sector view, tied to strong US RevPAR during major events such as the FIFA World Cup, has put fresh attention on Wyndham Hotels & Resorts (WH) and its second quarter prospects. See our latest analysis for Wyndham Hotels & Resorts. Despite Morgan Stanley’s upbeat view on upcoming sector results, Wyndham Hotels & Resorts’ share price has eased in recent weeks. The 30 day share price return is down 8.39% and the 90 day share price return is down 14.25%. The 1 year total...

Bloomberg21d agoneutral
Neglected Quant Safety Trade Makes a Comeback as AI Risks Rise

(Bloomberg) -- As worries build around the artificial intelligence trade, investors are starting to seek shelter in a more pedestrian corner of the stock market: companies with sturdy finances.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to

Hasbro (HAS) Stock Fair Value Edges Lower As Analysts Weigh Brand Strength And Caution
Simply Wall St.21d agoneutral
Hasbro (HAS) Stock Fair Value Edges Lower As Analysts Weigh Brand Strength And Caution

Hasbro’s fair value estimate has been trimmed from US$113.07 to US$109.93, signaling a more cautious stance on where analysts see the stock settling in their models. That shift aligns with research that balances optimism around core brands and earnings power with more restrained valuation assumptions and a choppier near term setup. As you read on, you will see how this evolving price target story fits into the wider Hasbro narrative and what to watch as new information comes through. Analyst...

Morgan Stanley (MS) Launches Spot Crypto Trading On ETrade For Retail Investors
Simply Wall St.21d agoneutral
Morgan Stanley (MS) Launches Spot Crypto Trading On ETrade For Retail Investors

Morgan Stanley (NYSE:MS) has launched spot cryptocurrency trading for retail customers on its E*TRADE platform. The new feature gives E*TRADE users access to direct crypto trading alongside traditional securities. This marks an expansion of Morgan Stanley's digital asset offering to a broader base of individual investors. For investors following Morgan Stanley, the move to offer spot cryptocurrency trading on E*TRADE brings digital assets into the same ecosystem as equities, ETFs, and...

Bloomberg21d agoneutral
Michael Burry Says ‘Good Time’ to Chase Hong Kong Stock Bargains

(Bloomberg) -- Michael Burry, the investor made famous in The Big Short, recommends bargain hunting in Hong Kong’s stock market after it lagged peers during the global AI rally this year. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveUS Cyclospora Outbreak Tied to Taco

Bloomberg21d agobearish
Chip Stock Selloff Deepens in Asia as TSMC Fails to Impress

(Bloomberg) -- A selloff in Asian chip stocks gathered pace, as Taiwan Semiconductor Manufacturing Co.’s strong results failed to clear investors’ lofty expectations, stoking worries over heavy spending and a weaker outlook for profitability. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Onl

Bloomberg21d agoneutral
SpaceX Post-Listing Collapse Threatens IPO Market’s AI Euphoria

(Bloomberg) -- SpaceX’s fall from its post-listing peak to below its IPO price in just a month poured cold water on the market for newly public companies, dragging a key gauge of this year’s debuts down with it.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companio

Big banks on pace for record $180B in trading revenue
Yahoo Finance Video22d agoneutralVIDEO
Big banks on pace for record $180B in trading revenue

KBW, a Stifel company Managing Director & Head of U.S. Bank Research Christopher McGratty joins Julie Hyman on Market Catalysts to break down the latest bank earnings as the five largest US banks: JPMorgan (JPM), Goldman Sachs (GS), Morgan Stanley (MS) Bank of America (BAC) and Citigroup (C) which are on pace to generate a record $180 billion in trading revenue in 2026.

Investing.com22d agoneutral
Morgan Stanley’s Q2 CIO survey shows these names are winning the race

Investing.com -- Morgan Stanley's second-quarter 2026 CIO survey found IT budget growth expectations for the year ticked higher quarter-over-quarter to 3.8%, with Microsoft and the security software category emerging as the clearest beneficiaries, according to analyst Sanjit Singh.