Fact, stocks, gold, and Bitcoin all looking to extend their record closes today. So, where is the best place to be positioned if the market is in fact going to have an endofear meltdown. Let's ask Sher Paul.She's private wealth adviser and senior portfolio managing director at Morgan Stanley. Welcome back. >> Thank you.>> So, how do you feel about this market at a time where I think it's almost daily we're having a conversation about AI bubbles or not. And you're having some of the most successful investors ...

Core Insights - Trucking analysts are lowering earnings expectations for the second half of the year due to ongoing tariff uncertainties and low visibility in the market [1][3] Earnings Estimates - Morgan Stanley's analyst Ravi Shanker has reduced earnings-per-share estimates for most truckload (TL) and less-than-truckload (LTL) carriers by low-single- to high-teen percentages [2] - Shanker's third-quarter earnings forecasts for TLs were cut by an average of 10%, with reductions ranging from no change for Schneider National to an 18% cut for Knight-Swift Transportation [7] Market Conditions - The trucking industry is experiencing a freight recession that has lasted over three years, with tepid demand across all modes [7] - The Purchasing Managers' Index (PMI) for September registered at 49.1, indicating continued negative territory for 33 of the past 35 months, while the new orders subindex fell to 48.9, signaling future contraction [7] Carrier Sentiment - Some TL carriers expressed optimism about peak season prospects, while LTL carriers were more cautious [4] - Intraquarter updates from LTL carriers indicated negative tonnage for most during the first two months of the third quarter, with ArcBest cutting its margin outlook due to soft demand and cost inflation [8]

The Morning Minute (10.6)Powered by @yeet⏰Top News:-Crypto majors are green after Bitcoin hits new ATH at $125,600 (now $124,700)-BNB hits new ATH at $1,220; Binance lists spot ASTER (+10%)-ASTER Stage 2 airdrop confirmed for Oct 14; users can get tokens for fees rebated-MetaMask teases new rewards program with $30M in LINEA up for grabs-Rhynotic shares new ‘north star’ vision for Punk Strategy to become launchpad; PNKSTR soars to $300M🌎 Macro Crypto and Memes-Crypto majors are green after Bitcoin made a ne ...

⏱️ State of Crypto Tonight: Your 60-second week in review• Morgan Stanley calls $BTC 'digital gold,' recommending up to 4% allocation.• Stripe's going full crypto, filing for a federal charter to mint stablecoins.• Exchange balances just hit levels we haven't seen since 2019—everyone's moving to cold storage.• $BTC hits a new ATH of $125K.• The US government has officially shut down, stalling SEC operations with crypto ETF reviews and enforcement on pause.Which story hit differently for you this week? 👇 ...

🔥 LATEST: Morgan Stanley calls Bitcoin "a scarce asset, akin to digital gold," and recommends conservative crypto allocations in multi-asset portfolios.The firm suggests up to 4% for "Opportunistic Growth" portfolios. https://t.co/tbTBPnRjsN ...

BREAKING: 🇺🇸 Morgan Stanley says it will “support” its 16,000 Financial Advisors managing $2 TRILLION if they wish to allocate to Bitcoin and crypto. 🤩🫡 @HHorsley https://t.co/TU9FCiBXL4 ...

Core Insights - Jeff Bezos predicts that space-based data centers could be built within the next 10 to 20 years, leveraging uninterrupted solar energy as a significant advantage over terrestrial data centers [1][2] - Space data centers are expected to match the cost of ground-based data centers within a couple of decades, according to Bezos [3] - The increasing power consumption of data centers, currently at 5% of U.S. power and projected to double, is driving interest in space-based alternatives [4] Cost Competitiveness - Bezos stated that space data centers will be able to beat the costs of terrestrial data centers in the next couple of decades [3] - The continuous supply of solar power in space is highlighted as a key factor for cost competitiveness [2] Operational Challenges - Space-based data centers will face challenges such as maintenance difficulties, complex upgrade logistics, high rocket launch costs, and risks associated with launch failures [5] Industry Context - The rise of AI is compared to the internet boom of the early 2000s, indicating potential for growth but also the risk of market bubbles [6] - Amazon's stock has gained 17.7% over the past year, with a market capitalization of $2.34 trillion and a price-to-earnings ratio of 33.5, indicating strong market performance [7]

Morgan Stanley is betting that the pound will rally after the UK’s November budget to hit a decade-high next year https://t.co/ys1QNyFiLk ...

Core Viewpoint - Morgan Stanley is highlighted as a strong candidate for investors due to its consistent performance in beating earnings estimates, particularly in the last two quarters, with an average surprise of 13.48% [1]. Earnings Performance - In the most recent quarter, Morgan Stanley reported earnings of $1.93 per share against an expectation of $2.13, resulting in a surprise of 10.36%. In the previous quarter, the company exceeded expectations by reporting $2.6 per share compared to a consensus estimate of $2.23, achieving a surprise of 16.59% [2]. Earnings Estimates and Predictions - Recent estimates for Morgan Stanley have been trending upwards, with a positive Earnings ESP of +0.44%, indicating that analysts are optimistic about the company's earnings prospects. This positive metric, combined with a Zacks Rank of 3 (Hold), suggests a potential for another earnings beat in the upcoming report [5][8]. Earnings ESP Insights - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the premise that analysts revising their estimates close to the earnings release have the most current information, which may be more accurate [7]. Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a historical success rate of nearly 70% in beating consensus estimates [6]. Upcoming Earnings Report - The next earnings report for Morgan Stanley is anticipated to be released on October 15, 2025, and the current positive Earnings ESP indicates a favorable outlook for the company's performance [8].

Morgan Stanley’s use of artificial intelligence has already changed how coders do their jobs and is having “a pretty profound impact” on software development, according to Mike Pizzi, the firm’s global head of technology and operations https://t.co/tlqg9DjCE3 ...