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  • ✇Bloomberg Technology
  • CEE Is Top AI Diversifier for Morgan Stanley’s Psaila
    Central and Eastern Europe offers one of the most attractive opportunities in emerging markets as investors look to diversify from the artificial intelligence trade, supported by improving ties with the European Union and a growing pipeline of investment, according to Morgan Stanley’s Paul Psaila.
     

JPMorgan’s Ward Says Oil Could Become a Huge Tailwind for Stocks

15. Juni 2026 um 12:22
Tumbling oil prices could become a powerful impetus for equities by reigniting a broadening of the rally that was abruptly derailed by the outbreak of the Iran conflict, according to Karen Ward from JPMorgan Chase & Co.

Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula on May 17.

UBS’s Baweja Says AI Stumble Key to Longer European Stock Rally

Europe needs to see several conditions in place, such as a broadening of capital expenditures away from artificial intelligence, before the region can sustain its equity rally, according to Bhanu Baweja, chief strategist at UBS Group AG.

The Euronext NV stock exchange in Paris. Photographer: Nathan Laine/Bloomberg

JPMorgan’s Lipikhina Sees Earnings Supercycle Driving US Stocks

An earnings “supercycle” in the US is poised to drive stocks to more record highs, according to Nataliia Lipikhina at JPMorgan Chase & Co., fueled by heavy spending from hyperscalers and advances in agentic AI.

The Stargate AI data center in Abilene, Texas.

JPMorgan’s Lipikhina Sees Earnings Supercycle Driving US Stocks

An earnings “supercycle” in the US is poised to drive stocks to more record highs, according to Nataliia Lipikhina at JPMorgan Chase & Co., fueled by heavy spending from hyperscalers and advances in agentic AI.

The Stargate AI data center in Abilene, Texas.

BAE Market Value Seen Topping $100 Billion on Defense Spending

17. April 2026 um 13:56
Analysts expect BAE Systems Plc’s market value to top $100 billion for the first time as the UK defense contractor benefits from increased military spending by the US and Gulf states in the aftermath of the Iran war.

The BAE Systems booth on the exhibit floor of the Association of the US Army Defense Show in Washington, DC.
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