Morgan Stanley urges 'barbell' AI strategy with adopters
Morgan Stanley advises a barbell AI strategy, holding chip enablers while adding adopters like iRhythm and Home Depot, as benefits broaden.
24/09/2026 23:3215 min read
Equities News
Global stock markets: index moves, earnings, analyst targets and the policy and rate backdrop driving them.
Trump, Johnson set to meet tech CEOs over AI on Sept. 29
President Trump and Speaker Johnson will meet with technology CEOs on September 29 to discuss AI regulation amid growing pressure from the industry.
24/09/2026 23:1314 min read
Wall Street ends mostly flat; Meta's AI-driven surge offsets broad weakness
US major indexes ended little changed; Meta surged 4.5% on AI agent news, lifting Nasdaq while other indices fell.
24/09/2026 20:428 min read
AMD and Micron Targets Raised as Taiwan Chip Exports Hit Record $30.8B
Taiwan chip exports hit a record $30.8B in August, with AMD and Micron breaking out. Price targets updated for both stocks.
24/09/2026 20:269 min read
Estée Lauder board hit with fresh stockholder suit over gray-market sales
A stockholder sued Estée Lauder's board over alleged daigou-driven gray-market sales in Asia, seeking repayment and governance reforms.
24/09/2026 19:4313 min read
Meta stock nears record territory as Muse-fueled rally extends
Meta shares approach all-time highs near $796 as the Muse AI rally extends, breaking above $759 to reach $776.58.
24/09/2026 19:1111 min read
Trump Allies Target Anthropic CEO Over AI Safety Views
Anthropic CEO Dario Amodei faces political opposition from Trump allies over his AI safety stance, complicating the company's planned IPO.
24/09/2026 18:456 min read
S&P 500 and Nasdaq benchmarks recover from earlier losses
The S&P 500, Nasdaq Composite and Nasdaq 100 bounced off support and moved into positive territory after testing key technical levels.
24/09/2026 17:116 min read
US stock indices test support levels amid selloff
US stock indices fell again as yields surged on rate hike expectations, each index testing key support levels.
24/09/2026 15:439 min read
SpaceX Shares Drop 4% Ahead of Starship's First Orbital Mission
SpaceX shares dropped over 4% on September 23 as a lockup expiration freed 328 million shares, ahead of Starship's first orbital mission with paying cargo.
24/09/2026 12:268 min read
Nasdaq faces potential wipeout of post-Fed gains as oil climbs and rate hike bets rise
The Nasdaq risks erasing all post-FOMC gains as rising oil prices and rate-hike bets weigh on sentiment.
24/09/2026 11:148 min read
Meta's Connect 2026: $1,299 VR Glasses and AI Keychain Charm
Meta announces $1,299 VR glasses and Muse Charm keychain at Connect 2026.
24/09/2026 08:4111 min read
European stocks slide at open as bond yields surge
European stocks opened lower as surging bond yields and higher oil prices weighed on risk sentiment.
24/09/2026 07:215 min read
Cramer's Investing Rules Fuel Doubt Among Inverse Cramer Followers
Jim Cramer outlined his investing rules while Inverse Cramer traders question his consistency, pointing to moves like selling Bitcoin then advising to buy.
24/09/2026 05:588 min read
Nasdaq futures trader's watchlist for September 24
Nasdaq futures trader identifies key support and resistance zones near 30,900-30,935 and 30,380-30,420, with nearby support at 30,640-30,675.
24/09/2026 05:2222 min read