Morgan Stanley is bullish on these global stocks from a corner of the semiconductor sector

Morgan Stanley is bullish on these global stocks from a corner of the semiconductor sector




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CNBC Daily Open: U.S. stock indexes charge ahead with three record closes
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CNBC Daily Open: U.S. stock indexes charge ahead with three record closes

The “Charging Bull” statue at Bowling Green in New York’s Financial District. Drew Angerer | Getty Images Investors continue to pile into stocks, undeterred by a government shutdown or shaky jobs data, with all three benchmarks hitting record highs Thursday. With the Senate not meeting yesterday because of Yom Kippur, the U.S. government stayed shut […]

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Private equity’s retail rush is alarming its institutional backers: ‘Bigger issues down the road’
World

Private equity’s retail rush is alarming its institutional backers: ‘Bigger issues down the road’

SINGAPORE — For decades, private markets have been the preserve of pension funds, endowments and sovereign wealth giants. Now, that exclusivity is fading. More wealthy individuals are getting invited into a once-closed club reserved for long-term investments from large institutions — and that is ruffling feathers. The trend has been described by experts as the […]

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Mega AI deals enable exits for private equity — but fuel ‘frothy’ bubble fears
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Mega AI deals enable exits for private equity — but fuel ‘frothy’ bubble fears

Aside from pushing stocks to all-time highs, the artificial intelligence boom is also giving private equity funds a boost by thawing the frozen IPO market and providing much-needed liquidity. However, AI is also creating what senior industry figures describe as a “frothy” investment landscape in some corners of the market, making it harder to identify […]

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