Chinese Airlines Breaking Through Turbul...

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ... Show More

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ... Show More

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Tho ... Show More

On this episode of Stock Movers: - Boeing (BA) shares are up as Airbus SE agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for the struggling US aerospace supplier to be acquired back by its former parent. Boeing also got an upgrad ... Show More

Global equity markets paused after a strong rally, with US equities dipping slightly and bringing an end to a seven-day winning streak as Oracle’s weak cloud margins raised concerns about profitability in AI infrastructure. European stocks remained flat, though French luxury bran ... Show More

Asian stocks fell for a sixth straight session — the longest losing streak this year — as President Donald Trump announced new tariff rates and as solid earnings from megacap tech firms failed to lift broader market sentiment. The MSCI Asia Pacific Index dropped 0.4% at the open ... Show More

<p>Wednesday’s announcement of new tariffs on all non-US-made cars sent shockwaves through the markets, with stock markets worldwide feeling the ripple effects. Carmakers were among the hardest hit, while some investors sought safer havens in more stable sectors, such as consumer ... Show More

On this episode of Stock Movers:- Delta (DAL) reinstated a profit outlook for the year and said travelers are coming back, prompting its stock to surge amid a fresh sense of confidence in the beaten-down US consumer. The carrier expects an adjusted profit of $5.25 to $6.25 a shar ... Show More

Asian stocks edged lower and US equity-index futures dropped at the open as trade conflicts showed no signs of abating. Nvidia said the US put new restrictions on some chip exports to China. Contracts for the Nasdaq 100 fell more than 1.5% and S&P 500 futures retreated 1% after N ... Show More

Congested urban landscapes and overburdened ground infrastructures are about to be transformed with a new form of transportation, a scheduled or on-demand air taxi service that can whisk passengers along faster, safer, and less expensively than the alternatives. Improvements in b ... Show More

The Boeing has just announced a huge loss in its latest financial results - we are be digging in to the latest woes to hit the embattled plane maker.Also, today 24 wild hours on the financial markets for companies in the AI world - but did we learn something new or actually revea ... Show More

China's automotive companies have accelerated their global expansion in recent years, leaving the competition struggling to keep up. We explore what's driving Chinese brands' acceleration into international markets. And we look at how established carmakers are having to tighten t ... Show More