Market Weakness Signals a Fed Pivot
Recent market weakness and tighter liquidity are boosting the odds of a December Fed rate cut, says Morgan Stanley’s Mike Wilson Equity markets have been rattled in recent weeks as the Federal Reserve’s dovish shift and tightening liquidity weigh on sentiment and returns. But for Morgan Stanley chief equity strategist Mike Wilson, this pullback is […]
Wall Street Turns Risk-Off Amid Market Jitters
Wall Street “Fear Gauge” Surges as AI Hype Fades An early Thursday rally quickly unraveled into broad selling as renewed doubts over the artificial-intelligence trade resurfaced following Nvidia’s latest earnings. Nvidia shares initially popped overnight after the chipmaker posted its strongest revenue beat in two years, with CEO Jensen Huang calling demand for its Blackwell […]
AI-driven economic growth in 2026
“This is a truly game-changing technology that will reshape the global economy in the years ahead,” the bank says. On a day when Nvidia delivered blowout results and guidance, our call of the day argues that investors have officially reached the point of no return with AI — and that it will be the driving […]
How Smart Investors Play Market Pullbacks
Stephanie Guild, chief investment officer at Robinhood Markets, says everyday investors aren’t showing signs of panic—yet. Despite the recent market volatility and pressure building ahead of Nvidia’s earnings, she notes minimal margin calls and steady behavior among the platform’s 27.1 million users. Guild, who helps manage $1 billion for 180,000 long-term investors and writes a […]
Market Outlook: Why Bulls Still Have the Edge
Earnings momentum and a supportive Federal Reserve could keep market valuations elevated, according to Morgan Stanley strategist Mike Wilson. The buying dip mentality remains strong. S&P 500 futures opened the week 1.5% above Friday’s intraday low, underscoring continued bullish sentiment. In a new Monday note, Mike Wilson — Morgan Stanley’s chief U.S. equity strategist — […]
Stocks Slide as Breadth Weakens
Market Breadth Weakness Flags Concern, Says Mark Newton Stocks remain under pressure early Friday, following Thursday’s sharp selloff — the worst session in over a month — where the Nasdaq Composite fell 2.3%. Tech looks set to lead declines again as investors balance concerns about stretched valuations with the possibility that Fed rate cuts may […]
