The Daily Hold News·
A Morgan Stanley Investment Management senior portfolio manager says the pullback witnessed in AI memory and chip names is an opportunity for investors to load up on dips. In a new CNBC interview, Andrew Slimmon says he remains bullish on companies benefiting from the massive AI spending, despite the recent retracement. Slimmon believes that the […] The post Morgan Stanley Sees Opportunity To Accumulate in AI Memory and Chip Stocks After ‘Healthy’ Pullback – Here’s Why appeared first on The Daily Hodl.
Read full articleMorgan Stanley has warned that the Federal Reserve could still be forced to raise interest rates this year under certain economic conditions, even as it maintains its forecast for unchanged policy. According to Morgan Stanley, its base-case forecast remains that…
The semiconductor sector's downturn signals potential volatility in tech-heavy indices, impacting investor sentiment and broader market stability. The post S&P 500 and Nasdaq set for weekly losses as chip stocks slide appeared first on Crypto Briefing.
OpenAI's uncertain IPO timeline may impact market dynamics, investor confidence, and competitive positioning in the tech industry. The post OpenAI IPO timeline uncertain, no investor meetings yet: CNBC appeared first on Crypto Briefing.
MEXC, a pioneer in 0-fee digital asset trading, releases its observations on equity-related futures trading activity around Micron’s (MU) earnings report. Micron posted quarterly revenue of approximately $41.4 billion, significantly exceeding market expectations. Following the earnings release, capital concentrated into AI memory and storage, with notable increases in trading activity
Eased US-Iran tensions may stabilize oil markets, reducing the likelihood of price spikes and supporting global supply chain normalization. The post Goldman Sachs, Morgan Stanley cut oil forecasts as US-Iran tensions ease appeared first on Crypto Briefing.
Qualcomm's strategic focus on data center growth could reshape its market position, challenging major players and diversifying revenue streams. The post Morgan Stanley upgrades Qualcomm to Equalweight, raises price target to $231 appeared first on Crypto Briefing.
SK Hynix's US listing could reshape the competitive landscape, challenging Micron's dominance and altering investor strategies in AI memory. The post SK Hynix’s $30B US listing poses serious challenges for Micron’s market position appeared first on Crypto Briefing.
A US equity strategist at Citi thinks a market rotation could soon give small cap equities a big boost. Scott Chronert says in a new interview with CNBC that the artificial intelligence (AI) trade still remains attractive for now but advises a greater exposure in small non-AI companies. “The issue here is less about conviction […] The post Citi Strategist Scott Chronert Details ‘Barbell’ Strategy To Capture AI and Broadening out Trades appeared first on The Daily Hodl.
