He expects a barrel of Mark Brent to cost $60 in the first half of 2026

Morgan Stanley raises oil price forecast due to OPEC+ pause in production increase

Bank of America Corporation

Morgan Stanley

And gold has more than halved in price since the start of 2025

BofA named the best assets to protect against the AI bubble. One of them outperformed the S&amp;P 500 by half

Western Digital Corporation

Seagate Technology Holdings plc


Western Digital and Seagate stocks were considered calm and cyclical, but an AI renaissance has arrived for them

Morgan Stanley names the unexpected tech sector leaders of 2025. Is it too late to buy?

Southwest Airlines Co.

Meta Platforms, Inc.

Atlassian Corporation

The bank sees potential for a sharp rise in the securities of a software maker, an airline and one of the bigtechs

Three stocks on the rise: Morgan Stanley names the best investments for the rest of the reporting season

Apple Inc.

Apple refreshed its smartphone lineup in September with a new iPhone Air and an updated iPhone 17 Pro

Sales of new iPhones are 14% higher than past demand. What this means for investors

Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough

Deutsche Bank bet on an AI stock that soared 1,600% in three years

The bank believes the current wave of AI investment is part of a long-term earnings growth cycle

Morgan Stanley expects $1.1 trillion in AI revenue in 2028. Why isn't it afraid of a bubble?

Morgan Stanley beat earnings forecasts by the best margin in 5 years. The stock has a record

ASML Holding N.V.

Walmart Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: information vacuum, new reports and the Fed's Beige Book

<a href="https://www.bloomberg.com/news/articles/2025-10-13/jpmorgan-blames-pace-of-friday-s-stock-selloff-on-levered-etfs#:~:text=on%20Friday%20exacerbated-,the%20largest%20single%2Dday%20stock%20market%20selloff%20since%20April,-%2C%20according%20to%20strategists">The largest</a> sell-off in Wall Street <a href="https://www.bloomberg.com/news/articles/2025-10-13/jpmorgan-blames-pace-of-friday-s-stock-selloff-on-levered-etfs#:~:text=on%20Friday%20exacerbated-,the%20largest%20single%2Dday%20stock%20market%20selloff%20since%20April,-%2C%20according%20to%20strategists">since April</a> last Friday, October 10, extended the rally in the U.S. stock market for several more months, according to Doug Ramsey, investment director at Leuthold Group. At the same time, the high cost of U.S. stocks and growing risks to the U.S. economy discourage him from acting more aggressively.

Selling off due to the US-China conflict gave "bulls" a few more months - analyst

Taiwan Semiconductor Manufacturing Company Limited

JPMorgan Chase & Co.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Klarna Group plc

Most analysts recommend buying stocks that are now trading cheaper than they were in their debut trading session  