"We still believe the most likely outcome is slow growth and firm inflation: Not a recession, but a backdrop where the adverse effects of trade and immigration controls on growth outweigh the boost from deregulation and fiscal largesse," Morgan Stanley strategist Michael Zezas wrote.

When Wall Street veteran Tom Lee speaks, investors listen. As head of research at Fundstrat Global Advisors, Lee has built a reputation for bold predictions and contrarian calls that often prove prescient.

Big tech is already hundreds of billions of dollars deep into AI, and it’s likely to get deeper this year. But Wall Street says some need to get more aggressive.

FOMO Risk Rising: The U.S.–EU trade deal avoided a worst-case tariff scenario and unlocked a wave of cross-Atlantic investment. Combine that with an expected extension of the U.S.–China tariff truce, and you’ve got the makings of a short-term “buy the rumor” surge.

Justin Sun's Tron Inc. filed a S-3 form with the Securities and Exchange Commission (SEC) on July 28, requesting to issue up to $1 billion in the aggregate of common stock, preferred stock, debt securities, warrants and rights.

Life Insurance Corp. of India is working with some of Wall Street’s largest banks to hedge its liabilities, according to people familiar with the matter.

Sky-high valuations for tech heavyweights have left investors searching for alternatives. Plus, President Trump's trade policies haven’t affected all companies the same way, creating winners (and losers) for investors to discover.

The world's largest companies want to spend hundreds of billions developing their AI capabilities, and they all rely on Nvidia to supply critical components in that effort.