Winter of ‘disconnect’: Morgan Stanley’s Mike Wilson braces for much more than 20% inventory drop

Winter of ‘disconnect’: Morgan Stanley’s Mike Wilson braces for much more than 20% inventory drop


Quickly Revenue

Winter of ‘disconnect’: Morgan Stanley’s Mike Wilson braces for extra than 20% stock drop

thumbnail

Stephanie Landsman@stephlandsman

Enjoy Live





Source

Stocks making the biggest moves premarket: Cisco, QuantumScape, Rollins, Fastly and more
Finance

Stocks making the biggest moves premarket: Cisco, QuantumScape, Rollins, Fastly and more

Check out the companies making the biggest moves in premarket trading: Restaurant Brands — Shares gained 1.3% following the Burger King parent’s beat on the top and bottom lines . Restaurant Brands reported fourth-quarter earnings of 96 cents per share, 1 cent higher than expected, per LSEG. Revenue came in at $2.47 billion, beating the […]

Read More
Stocks making the biggest moves after hours: Cisco Systems, McDonald’s, AppLovin and more
Finance

Stocks making the biggest moves after hours: Cisco Systems, McDonald’s, AppLovin and more

Check out the companies making headlines after hours. Cisco Systems — The maker of networking hardware such as switches and routers dropped about 7% after posting non-GAAP gross margin of 67.5%, a little below the 68.1% estimate, according to LSEG. Otherwise, Cisco posted second-quarter results that exceeded estimates on the top and bottom lines. The […]

Read More
David Einhorn says the Fed will cut ‘substantially more’ than two times. So he’s betting big on gold
Finance

David Einhorn says the Fed will cut ‘substantially more’ than two times. So he’s betting big on gold

Key Points David Einhorn of Greenlight Capital anticipates the Federal Reserve will cut more than twice in 2026, which is what traders have priced in. Einhorn owns gold and Secured Overnight Financing Rate, or SOFR, futures. Gold has seen massive gains in recent years, though it faced some pressure last month following President Donald Trump’s […]

Read More