Morgan Stanley
Broadcom earnings are out after market close. What top analysts are expecting
Broadcom results out Wednesday evening could be make-or-break for the stock as jitters around the artificial intelligence trade remain. Shares of the high-flying chipmaker rallied more than 49% in 2025 — and more than 107% the year prior — as the company has benefited from demand for its custom AI accelerator chips, or ASICs. The […]
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Trump officially nominates Kevin Warsh as Fed chair to replace Jerome Powell
Kevin Warsh, former governor of the US Federal Reserve, during the International Monetary Fund (IMF) and World Bank Spring meetings at the IMF headquarters in Washington, DC, US, on Friday, April 25, 2025. Tierney L. Cross | Bloomberg | Getty Images President Donald Trump on Wednesday officially nominated Kevin Warsh to be the next chairman […]
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China is set to kick off its big policy meeting. What will be the key announcements?
Key Points Beijing is expected to set GDP growth target at around 4.5% to 5% this year, inflation target unchanged at 2%, budget deficit of 4%. The world’s second-largest economy faces persistent challenges at home amid a consumption downturn and prolonged real estate slump. Source
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Why India looks especially vulnerable as conflict rages in Middle East
India’s GDP growth is expected to reach 6.4% in 2024, and will hit 7% in 2026, according to S&P Global. Kriangkrai Thitimakorn | Moment | Getty Images New Delhi is feeling the heat as tensions in the Middle East show no signs of cooling, with high oil prices likely to increase the country’s already substantial […]
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Jack Dorsey made the loudest case yet that AI is already replacing jobs
Jack Dorsey, co-founder and CEO of Block Inc., listens during the Bitcoin 2021 conference in Miami, Florida, on June 4, 2021. Eva Marie Uzcategui | Bloomberg | Getty Images The tech industry has spent the last couple years debating whether artificial intelligence will actually eliminate jobs at scale or simply be used as an excuse […]
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China holiday spending sends a strong signal on consumer stimulus plans
People watch performances to welcome the ‘God of Wealth’ during Lunar New Year festivities at Qianmen Street in Beijing, China, on February 21, 2026. Nurphoto | Nurphoto | Getty Images BEIJING — China’s consumer market is recovering — just enough that policymakers likely won’t need to roll out the large-scale stimulus that investors have long […]
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The global M&A boom is rolling into 2026 as AI sparks deal frenzy — but cash is getting tight
Key Points Merger-and-acquisition activity roared back to life last year despite a sluggish start. Markets are betting that the surge will continue. While the appetite for deals remains strong, the pool of discretionary capital to fund them is historically thin. Source
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