Morgan Stanley says semiconductors now make up about 18% of the S&P 500 and urges investors to broaden
Morgan Stanley Wealth Management’s July Global Investment Committee note argues the S&P 500 has grown lopsided: the 10 largest stocks…
Stock Market News
Latest stock market news covering equities beyond the Magnificent 7 — sector earnings, IPOs, M&A activity and broader market moves.
Visa’s Fiscal Q3 Print Lands July 28 With Cross-Border Volume in Focus
Visa reports fiscal Q3 2026 results on July 28, with street models clustered around $11.383 billion in revenue and EPS…
Barclays Says Big Tech Earnings and Central Bank Meetings Will Decide the Next Phase for Equities
Barclays expects Big Tech earnings and a series of central bank meetings to decide the next phase for equity markets….
US government holds $26.7 billion in corporate equity stakes with no central public record
The US government holds an estimated $26.7 billion in corporate equity stakes across approximately 30 deals, and no centralized system…
Investors question Big Tech’s AI spending as capex heads toward $725 billion
A Bank of America survey found a record net 35% of fund managers say companies are overinvesting in AI, up…
