HeyJaredWilliam Edwards
- Indexed articles, last 90 days
- 30
- Latest publication
- Sep 28, 2026
- Outlet visibility, for Business Insider
- Top 5K sites
- Earliest in this view
- Jul 4, 2026
Latest articles
Morgan Stanley shares 12 AI bottleneck stocks with at least 40% upside as Big Tech capex continues to boom - AOL (opens the original)
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Morgan Stanley says the hot AI infrastructure trade still has legs. Limited power supply and labor constraints is creating a bottleneck in the trade, MS says. The bank shared a list of stocks exposed to the trade, including NextEra and GE Vernova. The AI picks and shovels trade is still hot, Morgan Stanley says. While it's a good time to start buying AI adopters and software stocks to prepare for the next wave of AI gains, the bank told clients in a September 24 note to stick with stocks at the
3 reasons investors should be ready for the bond market sell-off to worsen - AOL (opens the original)
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Long-term bond yields will continue to surge, BNP Paribas warns. The bank predicts 30-year Treasury yields hitting 5.6% amid rate hikes and rising debt levels. 30-year Treasury yields touched their highest level since 2004 this week. Rising long-term bond yields are once again pestering stocks, and BNP Paribas says it's only going to get worse. In a client note published Tuesday, the bank said it sees yields on the 30-year Treasury bond rising to 5.6% in the months ahead. As of Thursday afternoo
Tune out geopolitics because Q3 earnings are going to be stellar, Deutsche's US stock chief says - AOL (opens the original)
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Investors are focused on the Trump-Xi summit, but Deutsche Bank says Q3 earnings matter most. Binky Chadha sees strong Q3 earnings driving a market rally amid recent volatility. Deutsche Bank expects S&P 500 earnings to grow 28% in 2026. Investors will be eagerly watching President Trump's summit with Chinese leader Xi Jinping this week as the two sides try to iron out a trade deal, but Deutsche Bank's top US equity strategist says not to sweat the results too much. The market hopes the meeting
Morgan Stanley says to buy these 15 high-quality stocks juicing profits ahead of earnings season - AOL (opens the original)
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Morgan Stanley says stocks are entering the middle part of a cycle, when quality names outperform. The bank's CIO said to stick with the quality trade, and shared a list of overweight-rated stocks. The include companies like ServiceNow, Coca-Cola, Visa, and Gilead. A few years of red-hot stock returns, some shaky recent economic data, sticky inflation, and a Fed raising interest rates may make you worry we're nearing the end of an economic cycle. But really, we're in a "classic" mid-cycle market
BofA says stock valuations signal negative annual returns over the next decade — and recommends rotating into an alternative index - AOL (opens the original)
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A Bank of America valuation signal shows a bleak future for the S&P 500. The metric implies a -3% annual return over a decade. BofA said the S&P 500 equal-weighted index may yield better returns for investors. It could be a brutal decade ahead for stocks, according to a valuation signal used by Bank of America. In a September 14 client note, the bank said that the S&P 500's normalized price-to-earnings ratio — which compares stock prices to average earnings over multiple years — currently sits a
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