ADVFN US – Market Content Editor
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Morgan Stanley sees AI volatility creating opportunities for U.S. equities
Morgan Stanley believes recent market fluctuations driven by fears of artificial intelligence disruption could present investment opportunities, arguing that concerns about structural change are being offset by accelerating AI adoption across key industries. In a client note, analyst Andrew Pauker said that “recent price action tied to AI disruption risk presents opportunities in well-positioned incumbents…
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BofA’s Hartnett Says International Markets Could Outpace U.S. Stocks This Decade
International equities are likely to outperform U.S. stocks during the latter half of the 2020s, according to Bank of America strategists led by Michael Hartnett. In their latest Flow Show report, the team argued that a shift in the global economic landscape is underway, writing that a “new world order = new world bull,” with…
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AI regulation could shift market leadership beyond Big Tech, Jefferies says
New regulatory limits on artificial intelligence could create headwinds for major technology companies but may ultimately “could prove bullish for the broader market,” according to Jefferies analysts in a recent report. The analysts argued that the recent declines seen in software and financial stocks “largely assumes there will be no guardrails around AI.” However, rising…
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Inflation, AI Concerns Lead To Extended Pullback On Wall Street
Stocks moved notably lower during trading on Friday, extending the pullback seen during the previous session. The major averages all moved to the downside, with the tech-heavy Nasdaq adding to the steep loss posted on Thursday. The major averages ended the day well off their lows of the session but still in negative territory. The…
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Goldman says investors favouring firms with durable physical assets amid AI shift
Financial markets are increasingly rewarding companies backed by tangible, long-lasting assets as new artificial intelligence models reshape investor expectations, according to analysts at Goldman Sachs. In a research note, analysts including Guillaume Jaisson and Peter Oppenheimer referred to these businesses as “heavy assets, low obsolescence,” or “HALO.” They pointed to sectors such as power grids,…
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BCA Research Warns AI Could Erode Big Tech’s Dominance — Here’s the Rationale
The rapid expansion of artificial intelligence may weaken the foundations of market dominance enjoyed by major technology companies, according to analysts at BCA Research. In a note to clients, strategists led by Peter Berezin argued that AI has the potential to challenge key advantages that have historically supported Big Tech profitability, including economies of scale,…
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Willdan Wins $49 Million Energy Infrastructure Contract With Mt. San Antonio College
Willdan Group, Inc. (NASDAQ:WLDN) announced that it has been selected by Mt. San Antonio College (Mt. SAC) in California to deliver a $49 million distributed energy and resiliency project under a new energy services agreement. The project will include the full turnkey deployment of distributed energy resources along with campus infrastructure upgrades, with construction expected…
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OpenAI and Amazon Form Multi-Year AI Alliance Backed by $50 Billion Investment
OpenAI and Amazon (NASDAQ:AMZN) announced a broad strategic partnership aimed at accelerating artificial intelligence development and adoption across enterprises, startups, and consumer applications worldwide. As part of the agreement, Amazon plans to invest $50 billion in OpenAI, beginning with an initial $15 billion commitment, followed by an additional $35 billion contingent on certain milestones being…
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OneMedNet Moves Ahead With Commercial Rollout of Palantir-Powered Real-World Data Platform
OneMedNet Corporation (NASDAQ:ONMD) said it is advancing the commercial rollout of its real-world data (RWD) platform built on Palantir Foundry, as the company shifts from customer evaluations toward paid subscriptions following initial demonstrations late last year. The healthcare data company said the latest phase of the launch follows a November 10, 2025 showcase at major…
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Fulgent Genetics Reports 2025 Financial Results and Issues 2026 Guidance
Fulgent Genetics (NASDAQ:FLGT) released its fourth-quarter and full-year 2025 results on February 27, 2026, reporting annual revenue growth of 14% to $322.7 million, while fourth-quarter revenue increased 9% year over year to $83.3 million. The company recorded GAAP net losses of $23.4 million for the quarter and $60.5 million for the full year, but generated…