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Morgan Stanley's Mike Wilson says the S&P 500 correction is in its final stage, with the index seen falling to 7,100-7,300 before a year-end rally. Buy quality cyclicals now, he advises.
Goldman Sachs says the Stoxx 600's low AI exposure is now an advantage: it gained 2% in recent AI corrections while the S&P 500 f…
Sequoia Capital will close its London office, end Arc and Scouts, and merge early- and growth-stage teams after raising about $10…
JPMorgan's Cembalest says 37 GW of 2028 AI data-center capacity faces outright pauses, with 12 GW more under onerous conditions a…
Citrini Research calls 'peak capex growth' with hyperscaler investment near $1 trillion and AI revenue at one-fifth of that. Asia…
Franchise Equity Partners appointed former Lithia & Driveway executive Chris Holzshu to expand automotive deal sourcing and impro…
Astira Capital Partners has named ex-LTM and BCG executive Manoj Kothiyal as Partner, Head of AI, to embed applied AI across its…
The gold-platinum ratio, a peer-reviewed predictor that outperforms nearly all existing return forecasts, says stocks face stiff…
TS Lombard's Dario Perkins says the AI crash is coming and sketches a 2028 bust: a 30% S&P 500 drop, $20 trillion in lost wealth…
Dow data since 1896 shows no seasonal edge in November-December. The statistically real Santa rally runs Christmas to January 2,…
A Nationwide Retirement Institute survey finds 72% of Gen Z investors changed portfolios before the Nov. 3 midterms, versus 17% o…
