Skip to content
Wednesday, October 28, 2026 Market moodNeutral+1.2
Sign in
GlideslopeGlideslopeGlideslope AI-powered market news
GlideslopeGlideslopeGlideslope
Market mood+1.2
Breaking
CNBC TOP STORIES Meta- and Google-backed Jio Platforms’ shares soar over 21% on trading debut after record… Strong Bullish THE GUARDIAN WORLD NEWS Erin Patterson to learn fate in appeal against mushroom murders convictions Bearish CNBC TOP STORIES Trump jokes $5,000 would buy 'a hamburger and maybe a small dessert' at Mar-a-Lago as cos… Neutral WSJ ECONOMY BOJ Rate Hold Seen as Done Deal, Putting Focus on Guidance Neutral FOX NEWS US US military kills five in eastern Pacific strike on suspected drug-trafficking vessel Pessimistic FOX NEWS US Florida girlfriend allegedly tracks cheating boyfriend, shoots woman in his car: reports Neutral COINTELEGRAPH Robinhood’s Tenev warns US tokenization uncertainty deters ‘serious assets’ Bearish BBC BUSINESS Luxury cruise passengers stranded in Cambodia due to soaring fuel costs Strong Bullish CBS NEWS Iran war has cost $47 billion, U.S. military says Bearish FREIGHTWAVES Insurance claims adjustments tank Landstar’s otherwise strong Q3 Neutral FREIGHTWAVES Port Houston container volumes jump 11% as imports surge in September Strong Bullish CNBC TOP STORIES Trump says Iran war will end 'when I want it to' as costs reportedly balloon to $47 billi… Bearish THE GUARDIAN US NEWS Anthony Edwards to undergo knee surgery as Timberwolves star faces up to two months out Pessimistic CNBC TOP STORIES Labubu-maker Pop Mart's shares extend declines as third-quarter sales plunge Bearish CNBC TOP STORIES Stock futures are little changed as traders await Fed decision, Big Tech earnings: Live u… Strong Bullish ROBOTICS & AUTOMATION The Three Foundational Material Categories Shaping Robot Manufacturing Neutral BBC US Defeated presidential candidate Flávio Bolsonaro arrives in US after Brazil cancels his p… Bearish ABC NEWS Ashes, India series result in record revenue, net surplus for Cricket Australia Neutral WSJ ECONOMY Australia’s Inflation Continued to Accelerate in September Strong Bullish NEW YORK TIMES BUSINESS Judge Limits Candace Owens’s Liability in Macron Defamation Case Bearish CNBC TOP STORIES Meta- and Google-backed Jio Platforms’ shares soar over 21% on trading debut after record… Strong Bullish THE GUARDIAN WORLD NEWS Erin Patterson to learn fate in appeal against mushroom murders convictions Bearish CNBC TOP STORIES Trump jokes $5,000 would buy 'a hamburger and maybe a small dessert' at Mar-a-Lago as cos… Neutral WSJ ECONOMY BOJ Rate Hold Seen as Done Deal, Putting Focus on Guidance Neutral FOX NEWS US US military kills five in eastern Pacific strike on suspected drug-trafficking vessel Pessimistic FOX NEWS US Florida girlfriend allegedly tracks cheating boyfriend, shoots woman in his car: reports Neutral COINTELEGRAPH Robinhood’s Tenev warns US tokenization uncertainty deters ‘serious assets’ Bearish BBC BUSINESS Luxury cruise passengers stranded in Cambodia due to soaring fuel costs Strong Bullish CBS NEWS Iran war has cost $47 billion, U.S. military says Bearish FREIGHTWAVES Insurance claims adjustments tank Landstar’s otherwise strong Q3 Neutral FREIGHTWAVES Port Houston container volumes jump 11% as imports surge in September Strong Bullish CNBC TOP STORIES Trump says Iran war will end 'when I want it to' as costs reportedly balloon to $47 billi… Bearish THE GUARDIAN US NEWS Anthony Edwards to undergo knee surgery as Timberwolves star faces up to two months out Pessimistic CNBC TOP STORIES Labubu-maker Pop Mart's shares extend declines as third-quarter sales plunge Bearish CNBC TOP STORIES Stock futures are little changed as traders await Fed decision, Big Tech earnings: Live u… Strong Bullish ROBOTICS & AUTOMATION The Three Foundational Material Categories Shaping Robot Manufacturing Neutral BBC US Defeated presidential candidate Flávio Bolsonaro arrives in US after Brazil cancels his p… Bearish ABC NEWS Ashes, India series result in record revenue, net surplus for Cricket Australia Neutral WSJ ECONOMY Australia’s Inflation Continued to Accelerate in September Strong Bullish NEW YORK TIMES BUSINESS Judge Limits Candace Owens’s Liability in Macron Defamation Case Bearish
Market Watch · Oct 2, 2025 11:17 AM EDT FinanceAIMarkets

Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell.

Wall Street is getting wary on AI capex spending and Morgan Stanley’s wealth unit is urging clients to beware, and sell small-cap stocks for one.

Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell.
Image Market Watch

AI brief

Pulse reads the full article
What happened
Why it matters
What to watch

Sign in to get the AI brief. Pulse explains what happened, why it matters, what to watch and who's exposed. Free for members.

Sign in to read the brief
● MACRO ANALYST

Apex+

Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.

LOG IN / SUBSCRIBE