ADVFN US – Market Content Editor
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U.S. Stocks Close Mostly Lower Following Late-Day Slump
After ending last Friday’s trading sharply higher, stocks moved mostly lower over the course of the trading day on Monday. The major averages turned in a lackluster performance for much of the session before coming under pressure going into the close. The major averages all finished the day in negative territory. The Dow slid 349.27…
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Morgan Stanley: AI Could Unlock $920 Billion in Annual Gains for S&P 500 Companies
Artificial intelligence has the potential to deliver around $920 billion in net yearly benefits to companies in the S&P 500, according to new research from Morgan Stanley. In a note published Monday, the bank estimated that AI adoption could drive $13 trillion to $16 trillion in long-term market value creation for the index. The analysis…
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Why Markets Aren’t “Priced for Perfection”
Although financial markets may seem overheated, Deutsche Bank warns it would be misleading to say they are “priced for perfection.” In its latest Mapping Markets report, the bank highlighted an apparent contradiction: “Equities are around all-time highs, and US IG spreads closed on Friday at their tightest since 1998,” reflecting strong investor optimism. At the…
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Institutional Investors Shift Toward Tech, Industrials in Q2; Healthcare and Staples See Cuts
Institutional money managers increased their bets on Technology, Industrials, and Communication Services in the second quarter, while reducing holdings in Healthcare, Financials, and Consumer Staples, according to Morgan Stanley’s review of 13F filings. Technology was the standout, with allocations climbing 1.9% from the previous quarter. Industrials and Communication Services both posted a 0.6% rise. In…
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U.S. Companies Report Strongest Earnings Surprise Since Q1 2022
American firms posted their most significant earnings beats in over three years during the second quarter, Jefferies reported, with smaller companies poised to outpace their larger counterparts in the upcoming reporting season. Jefferies highlighted that “the difference between actual & consensus earnings growth is 12.3%, the widest spread since 1Q’22.” The firm noted that more…
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Dow Jones S&P 500 and Nasdaq futures point lower as investors await inflation data and Nvidia results
Dow Jones, S&P 500 and Nasdaq futures are currently pointing to a lower open on Monday, with stocks likely to give back ground following the substantial rally seen during the previous session. Profit taking may contribute to initial weakness on Wall Street, as traders look to cash in on the strong gains posted last Friday,…
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New Home Sales Report and Fed Officials Speeches Highlight US Economic Agenda Today
The Commerce Department is scheduled to release its report on new home sales in the month of July at 10 am ET. Economists expected new home sales to rise to an annual rate of 630,000 in July after climbing to a rate of 627,000 in June. At 3:15 pm ET, Dallas Federal Reserve President Lorie…
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Is there still value in Nasdaq stocks?
Technology has been the driving force behind market gains in 2025, but soaring valuations are prompting investors to question how much upside remains. The latest Sevens Report points to “massive demand for semiconductors and AI infrastructure combined with the promise of AI-driven leaps in profitability” as the main reason tech has led the S&P 500’s…
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Amazon strengthens grip on U.S. e-commerce, JPMorgan says
Amazon (NASDAQ:AMZN) continued to expand its share of the U.S. e-commerce market in Q2, driven by strong retail growth and logistical advantages, according to JPMorgan. In a recent update to its U.S. e-commerce model, the bank noted that online retail sales grew 5.3% year-over-year in Q2, largely in line with the 5.6% growth recorded in…
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Morgan Stanley: Why the stock market is shrugging off policy risks
Despite recent signs of a slowing economy, the S&P 500 has shown notable resilience, according to Morgan Stanley analysts, who attribute this strength to the sector-specific effects of policy decisions. “The economy and markets have been telling diverging stories: macroeconomic data point to an incrementally weakening environment, while the S&P 500 has posted positive YTD…