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Morgan Stanley identifies energy, AI dispersion, societal changes and multipolarity as four key themes all of which may accelerate investment flows away from the U.S. and toward Europe,

Shares of C.H. Robinson Worldwide on Thursday headed for their steepest drop ever, as investors seemed to focus their fears about AI disruption onto the transportation and logistics company.

Applied Materials expects to see more than 20% growth in semiconductor-equipment revenue this year as AI potentially lifts overall chip-industry sales to $1 trillion.

Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI.

Rivian expects to deliver up to 67,000 EVs this year but could dole out more than $2.1 billion on capital expenditures as it expands its roadmap.

The crypto exchange’s stock bounced off a two-year low as it looked to ease investor worries amid a sharp crypto selloff.

The vacation-rental platform is also moving deeper into an industry it once sought to disrupt — hotels.

The sports-betting company sees “a massive, incremental opportunity” in the hot world of prediction markets.

Institutional owners of Warner Bros. shares might jump ship as Paramount ups the ante.

Through social-media posts and even a resignation letter in the New York Times, former employees of companies like OpenAI and Anthropic are not leaving quietly.

The S&P 500 sectors that top investment newsletters currently like most are strongest at market peaks.

The energy sector has been the best-performing sector in the S&P 500 this year — and it’s not just because risks to global oil flows, tied to Venezuela and Iran, have boosted crude prices by more than 10%.