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U.S. exceptionalism theme: What do global equity flows tell?

U.S. exceptionalism theme: What do global equity flows tell?

Investing.com -- The long standing theme of US exceptionalism in equities is showing signs of fatigue, according to Nomura, as global investors increasingly redirect capital toward Europe and emerging markets. High-frequency ETF data reflects a meaningful moderation in inflows into US-focused offshore-listed equity funds. Over the past 20 weeks, such funds have seen net outflows in 11 weeks, ...

2025-07-14 06:26:29
5 big analyst AI moves: Microsoft upgraded; Micron, MongoDB started at Buy

5 big analyst AI moves: Microsoft upgraded; Micron, MongoDB started at Buy

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Microsoft upgraded at Oppenheimer on AI, cloud momentum Oppenheimer raised its rating on Microsoft (NASDAQ:MSFT) stock to Outperform from Perform and set a new price target of $600, citing ...

2025-07-14 06:25:37
Bernstein looks at what Trump’s policy bill means for consumers and retailers

Bernstein looks at what Trump’s policy bill means for consumers and retailers

Investing.com - The sprawling tax-cuts and spending package signed into law by U.S. President Donald Trump last week includes provisions that would lead to deep cuts to a food-assistance program used by tens of millions of Americans. Particularly impacted by the bill will likely be the Supplemental Nutrition Assistance Program, or SNAP, with the scheme’s federal budget facing a cumulative c ...

2025-07-14 06:24:42
Morgan Stanley says these firms could benefit from AI’s impact on entertainment

Morgan Stanley says these firms could benefit from AI’s impact on entertainment

Investing.com - Generative artificial intelligence is likely to have a "profound" impact on the entertainment industry, possibly sparking both cost savings and an uptick in the supply of content, according to analysts at Morgan Stanley. Hollywood has been wrestling to come to grips with AI as it has risen in prominence in recent years, with artists looking to protect the integrity of their wo ...

2025-07-14 06:23:45