Morgan Stanley has identified its top picks in the vertical software sector, highlighting companies like ServiceTitan and Toast that combine strong competitive advantages with clear paths to durable growth.
Semiconductor and industrial stocks fell sharply on Wednesday, with KLA and Caterpillar posting significant losses. The broader market saw divergent performance as strong corporate earnings sent shares of companies like Garmin and Lithia Motors soaring.
Pure-play quantum computing stocks have experienced significant price swings and deep losses from 52-week highs, highlighting the sector's speculative nature as the industry grapples with the long road to profitability.
Investors are bracing for a packed day of corporate earnings reports, with tech titans Apple and Amazon set to provide key insights into consumer spending and cloud computing. Results from major companies across healthcare, finance, and energy will also offer a broad health check on the economy.
A trio of crucial U.S. economic reports due Thursday—the Core PCE Price Index, GDP, and initial jobless claims—will provide a critical update on inflation, growth, and the labor market, potentially shaping Federal Reserve policy.
A significant valuation gap has opened between Coca-Cola (KO) and PepsiCo (PEP), with KO's shares surging over 30% in the past year while PEP lags, presenting investors with a classic choice between momentum and potential value.
The White House was poised to nominate senior adviser Justin Schwab to lead the EPA's powerful air office, but the move was halted after the current head's private-sector job offer fell through, according to sources familiar with the matter.
French infrastructure firm VINCI reported higher-than-expected revenue and profit for the first half of 2026, driven by a 6.8% sales increase in its Energy Solutions unit. The company confirmed its full-year outlook and raised its interim dividend.
Hedge fund giant Millennium Management is in discussions to raise approximately $20 billion in new capital, according to a source, a move that would capitalize on strong investor demand and robust industry performance.
