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Does JPM's lower valuation, rising NII and diversified earnings base bolster its case as the better buy compared with MS after blockbuster Q2 earnings?

Amy Li, whose team manages $9.4 billion in assets, says broad-based market gains may be a thing of the past, requiring more careful portfolio construction.

(Bloomberg) -- As worries build around the artificial intelligence trade, investors are starting to seek shelter in a more pedestrian corner of the stock market: companies with sturdy finances.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to

​📈 Follow our live markets data and coverage. It was an epic quarter for investment banks. Goldman Sachs said this week that its stock-trading revenue hit a record $7.4 billion, up 72% from a year earlier.

Hasbro’s fair value estimate has been trimmed from US$113.07 to US$109.93, signaling a more cautious stance on where analysts see the stock settling in their models. That shift aligns with research that balances optimism around core brands and earnings power with more restrained valuation assumptions and a choppier near term setup. As you read on, you will see how this evolving price target story fits into the wider Hasbro narrative and what to watch as new information comes through. Analyst...

Morgan Stanley (NYSE:MS) has launched spot cryptocurrency trading for retail customers on its E*TRADE platform. The new feature gives E*TRADE users access to direct crypto trading alongside traditional securities. This marks an expansion of Morgan Stanley's digital asset offering to a broader base of individual investors. For investors following Morgan Stanley, the move to offer spot cryptocurrency trading on E*TRADE brings digital assets into the same ecosystem as equities, ETFs, and...

(Bloomberg) -- Michael Burry, the investor made famous in The Big Short, recommends bargain hunting in Hong Kong’s stock market after it lagged peers during the global AI rally this year. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveUS Cyclospora Outbreak Tied to Taco

(Bloomberg) -- A selloff in Asian chip stocks gathered pace, as Taiwan Semiconductor Manufacturing Co.’s strong results failed to clear investors’ lofty expectations, stoking worries over heavy spending and a weaker outlook for profitability. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Onl

Citi analysts laid out the appeal of biopharma stocks, with the NYSE Arca Pharmaceutical Index outrunning the S&P in the last month.

Eligible customers can now buy, sell, and hold Bitcoin, Ethereum, and Solana with Morgan Stanley via Zero Hash.

Wall Street banks posted their strongest second-quarter ECM revenue since 2021, led by SpaceX and AI fundraising.

(Bloomberg) -- SpaceX’s fall from its post-listing peak to below its IPO price in just a month poured cold water on the market for newly public companies, dragging a key gauge of this year’s debuts down with it.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI Companio

Eligible E*Trade customers will be able to purchase crypto assets through a linked account at crypto infrastructure firm zerohash for a fee of 0.5% of assets traded.

Morgan Stanley reported a record $148 billion in net new assets, a 150% increase from the same period a year ago.

E*TRADE from Morgan Stanley (NYSE: $MS) has completed the rollout of crypto spot trading, giving eligible clients a...

The banking giant just showed off its profit engine, but now it has to prove this new power is permanent.

KBW, a Stifel company Managing Director & Head of U.S. Bank Research Christopher McGratty joins Julie Hyman on Market Catalysts to break down the latest bank earnings as the five largest US banks: JPMorgan (JPM), Goldman Sachs (GS), Morgan Stanley (MS) Bank of America (BAC) and Citigroup (C) which are on pace to generate a record $180 billion in trading revenue in 2026.

Celanese (CE) is seeing mixed investor sentiment as the commodity chemicals sector is currently "out

MS' Q2 2026 results spotlight record wealth and institutional revenues, rising AI capital needs and strong financial flexibility.

McDonald's stock hits a two-year low at $264 as the bear market turns official. See the key Fibonacci and RSI levels.

Amazon.com (AMZN)-backed Anthropic is in talks with banks to expand its credit facilities by billion

Investing.com -- Morgan Stanley's second-quarter 2026 CIO survey found IT budget growth expectations for the year ticked higher quarter-over-quarter to 3.8%, with Microsoft and the security software category emerging as the clearest beneficiaries, according to analyst Sanjit Singh.

More than half of second-quarter net new assets came from IPO-related wealth-management inflows.

By 30 June 2026, total assets under management or supervision stood at $2tn.

Wall Street closed higher on Wednesday as investors assessed mixed PPI data and solid second-quarter earnings reports.

JPMorgan, Goldman and other big banks are raking in trading revenue this year as “the market is clearly extremely risk-on.”

Record net revenues of $21.3 billion drove a 62% earnings-per-share surge.

(Bloomberg) -- Global investors largely shut out of China’s biggest IPO in nearly four years are looking at creative proxy trades as a way to profit from the country’s fast-rising memory-chip leader. Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust

(Bloomberg) -- Csquare Inc. priced its initial public offering at $21 per share, according to people familiar with the matter, below a marketed range.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust in Spain Leads All the Way to Wall StreetBrookfie

<body><p>STORY: U.S. stocks closed higher on Wednesday, with the Dow gaining more than a quarter of a percent, the S&P 500 adding over a third of a percent and the Nasdaq climbing more than six-tenths of a percent.</p><p>A second day of solid bank earnings added momentum to an auspicious beginning to second-quarter reporting season.</p><p>BlackRock and Morgan Stanley both beat quarterly profit expectations, with shares of BlackRock advancing over 6.5% and Morgan Stanley also ending higher.</p><p>Strong earnings combined with more cooler-than-expected inflation data, in the form of June wholesale prices, helped lift stocks, says Melissa Brown, managing director of investment decision research at SimCorp.</p><p>"We saw some good earnings from the financial companies. And, you know, on top of that, there's just still the same buzz around the AI trade, around what's happening with semiconductors. And there's, we haven't really seen a lot of bad news. The inflation news has been better than expected, although I would argue still not good. So inflation is still higher than the Fed's target, even though it has come in a little bit lower than expected. But I think, you know, kind of all those things are conspiring to make it a good but not blowout day today."</p><p>Among the session's other stock moves, PayPal surged more than 17% after sources told Reuters that Stripe and private equity firm Advent International have jointly offered to acquire it.</p><p>And shares of United Airlines dipped in extended trading despite the carrier saying it expected full-year profit at the high end of its prior forecast, as the company's third-quarter outlook was short of Wall Street expectations.</p></body>