Morgan Stanley: "We think MSCI Europe's NTM P/E multiple has more room to run to cycle highs"

The number of people apprehended in all of June 2026 was lower than those ‘apprehended in 4 days’ in June 2024, the Border Patrol said...

"Through this action, Novo Nordisk is seeking a permanent injunction requiring Lilly to pull its misleading comparative advertising across all platforms... "

Correlation and implied volatility will re-anchor to the underlying risks sooner or later, but don’t expect them to do so gradually...

...citing improving EV economics, modest pricing gains, regulatory benefits, and continued efforts to offset tariff expenses.

"The shares look cheap on a P/E basis, but with no change to the long-term..." 

 

Busy crucial terminal forced to suspend oil loadings...

...we have never seen price and breadth move in opposite directions more than we have this year up to this point.

“The next test is no longer whether AI demand exists, but whether pricing, margins and cash flow can justify the capex bill. If they can, the rebound should broaden. Otherwise, volatility remains the regime.”

Everyone seems worried about what could send gold lower. Few appear positioned for what happens if it breaks higher. The combination of tightening technicals, resilient physical demand, and subdued positioning creates the ingredients for a potentially violent squeeze.

DNC officials required senior leadership to sign non-disclosure agreements before a private meeting on the party's finances...

...rock beats paper!

Everyone is still debating whether China can compete in AI. Markets may already be asking a different question: What if China doesn't need to win...only commoditize the industry?

The US is reportedly demanding a longer ceasefire and partial navigation of the Strait of Hormuz, i24 reported. The report added that Iran proposed the 10-day ceasefire.

...despite the geopolitical tensions resurfacing, the options complex is signaling that the micro will matter more than the macro through the end of the year...

"The deal values the South Korean firm at about 1 trillion won ($676.04 million..." 

SOX is approaching oversold territory, but earnings momentum is beginning to cool. Which matters more?

The findings could accelerate commercialization by turning a long-standing scientific mystery into a solvable engineering challenge...

"We are doing the things in Congress that suggest that the demand is only going to grow."

CNN report alleges there's nothing to prevent Saudis from developing a bomb...