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Top analyst still thinks we’re on the cusp of a new boom for the economy, but investors aren’t with him: ‘markets remain choppy’

Morgan Stanley chief equity analyst Mike Wilson has been saying for years the U.S. was in a “rolling recession” when economists were seeing nothing but GDP growth. Since April, he’s been declaring a “rolling recovery,” with the early stages of an economic boom working its way through various sectors in the economy. His optimism has … Read more

TKMS taps into Europe’s defense boom with Frankfurt IPO

TKMS, the German warship manufacturer which has spun out from parent group Thyssenkrupp, plans to capitalize on the expected surge in Europe’s defense spend with “prudent, margin-oriented growth” after debuting on Frankfurt’s stock exchange Monday.   The initial public offering saw TKMS launch at around 60 euros ($70) per share — giving it a market … Read more

The AI investing boom gets its posterboy: Meet Leopold Aschenbrenner

Leopold Aschenbrenner begins his monograph Situational Awareness: The Decade Ahead with one striking line: “You can see the future first in San Francisco.”  What follows are 165 pages about what the future of AI will look like, drawn with clarity and theoretical forcefulness. The essay went viral and a new Silicon Valley wunderkind was born. … Read more

‘It was the internet then, it is AI now’: IMF upgrades U.S. growth outlook but sees ‘echoes’ of late ’90s dot-com boom

The U.S. and global economies will grow a bit more this year than previously forecast as the Trump administration’s tariffs have so far proved less disruptive than expected, the International Monetary Fund said Tuesday, though the agency also said the extensive duties still pose risks. The United States’ economy will expand 2% in 2025, the IMF projected … Read more

Eightco Holdings (ORBS) Rockets Higher on Game-Changing AI Push for Corporate Security – A Wake-Up Call for the AI Boom!

Folks, if you’re glued to the markets like I am, you’ve probably noticed the fireworks going off with Eightco Holdings (NASDAQ: ORBS) this morning. As of this writing, the stock is up a whopping 21.68% to around $10.27, turning heads and pockets inside out in the process. That’s the kind of move that gets your … Read more

China’s Golden Week’ travel boom masks a bruising price war

Tourists visit the Confucius Temple market area in Nanjing, Jiangsu province, China, on Oct. 1, 2025. Cfoto | Future Publishing | Getty Images BEIJING — The latest sign of hyper-competition, or “involution,” has emerged in China’s tourism industry, adding to concerns about growing deflationary pressure in the broader economy. Over the Oct. 1 to 8 … Read more

September, shipping boom month, looks like freight recession this year

Lorado | E+ | Getty Images September, a key month for shipping ahead of the holiday season, is usually a boom one inside the freight business and supply chain, with products moving from warehouses to stores or consumers. Not this year. The latest Logistics Managers’ Index, which tracks inventory levels, warehouse costs, transportation capacity, and … Read more

Japan Crypto Market Boom Entices New Players

Crypto adoption is surging in Japan, and newer players are locking in. Nomura Holdings, Japan’s largest investment bank and brokerage firm, is looking to expand its role in Japan’s growing crypto market. Its wholly owned crypto subsidiary, Laser Digital, is now working with Japan’s Financial Services Agency (FSA) to get approval for offering crypto trading … Read more

Biden’s Florida legacy: An economic boom, a magnet for immigrants and a solidly conservative red state

After Paola Freites was allowed into the U.S. in 2024, she and her husband settled in Florida, drawn by warm temperatures, a large Latino community and the ease of finding employment and housing. They were among hundreds of thousands of immigrants who came to the state in recent years as immigration surged under former President Joe Biden. No … Read more

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