Market News
Take a look at our extensive collection of articles and content designed to help you understand the different concepts within trading, investing, retirement planning, and more.
Perspectives on the Market
Gain timely insights from Morgan Stanley thought leaders to help you navigate the markets.
Why the biggest AI opportunity is still ahead
AI’s next wave may reward companies using the technology most effectively—not just those building it. Here’s what investors can watch as AI moves toward profits.
The long-term opportunity in AI infrastructure stocks
As investors continue to debate the scale, pace and returns of AI spending, Morgan Stanley Research revisits the long-term bull case for AI infrastructure and where opportunities may emerge across the ecosystem.
7 ways to invest in the growing space economy
Investor interest in space is surging as NASA’s Artemis program, increased defense spending and private innovation drive growth across the space economy, from materials to satellite services.
2026 Midyear Investment Outlook: Constructive, not complacent
AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.
2026 Midyear Economic Outlook: AI drives resilient growth
Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes a resolution of the oil supply shock.
Latest Active Trader Commentary:
E*TRADE's Active Trader Commentary is updated each day with a curated list of earnings announcements, IPOs, economic reports, and other market events.
Perspectives and insights
What's the word on the markets? Get insights from E*TRADE and Morgan Stanley.
Market dashboard
New every Monday with last week's recap and notes on the week ahead.
Daily insights
A daily take on market activity that you may want to act on.
Sustainable investing
Now that we've joined forces with Morgan Stanley, we're excited to bring you the latest insights on sustainable investing from the combined company.
2026 Outlook
See where the markets are going and how investors might respond. From Morgan Stanley’s thought leaders.
09/01/26
The US stock market climbed in August as relative tech strength and positive earnings outweighed geopolitical flare-ups and continued concerns about interest rates.
08/26/26
AI’s next wave may reward companies using the technology most effectively—not just those building it. Here’s what investors can watch as AI moves toward profits.
08/21/26
As investors continue to debate the scale, pace and returns of AI spending, Morgan Stanley Research revisits the long-term bull case for AI infrastructure and where opportunities may emerge across the ecosystem.
08/03/26
US stocks slipped in July as semiconductor volatility, geopolitical uncertainty, and Fed policy questions challenged bullish momentum.
07/29/26
Investor interest in space is surging as NASA’s Artemis program, increased defense spending and private innovation drive growth across the space economy, from materials to satellite services.
07/29/26
With recent indications that inflation may be steadying—despite another oil surge—the Fed left interest rates unchanged.
07/07/26
The S&P 500 lost ground in June, but there were signs the market could be broadening.
06/17/26
The Federal Reserve’s fourth policy meeting of 2026 ended with interest rates where they were at the beginning of the year.
06/01/26
Continued tech strength overrode geopolitical issues and concerns about rising yields in May.
05/26/26
AI infrastructure investment is boosting the outlook for risk assets, particularly U.S. equities, despite geopolitical risks. Credit markets could face challenges as companies increase bond issuance.
05/26/26
Growth softens in the second half of 2026, hurt by higher energy prices, but recovers in 2027 in a baseline outlook that includes a resolution of the oil supply shock.
05/01/26
The US market recaptured record highs last month as investors appeared to discount geopolitics and put a premium on tech.
04/29/26
The Federal Reserve left interest rates unchanged for the third time this year.
04/01/26
Market down—but not out—last month despite Iran war and surging energy prices.
03/18/26
Discover how major policy moves in Washington could affect the economy, markets and your portfolio.
03/18/26
The Federal Reserve left interest rates unchanged for the second meeting in a row.
03/04/26
The U.S. and China are in a race for AI dominance. Here’s how each country stacks up, along with opportunities for investors across the AI ecosystem.
03/03/26
Prolonged conflict with Iran could lead to higher oil prices, hotter inflation and greater market uncertainty.
02/03/26
Inflation could stay higher for longer than many expect. Things to consider for your portfolio.
02/02/26
US stocks rallied modestly in January despite political volatility, but commodities may have been the most notable market story.
01/28/26
The Federal Reserve left interest rates unchanged after its first meeting of 2026.
01/02/26
US stocks mostly underperformed their international counterparts in 2025, but are still coming off a solid year.
12/10/25
The Federal Reserve lowered interest rates for a third meeting in row, but hedged its bets regarding additional cuts.
12/01/25
The AI trade pumped the brakes in November—but the pullback was arguably a healthy development.
11/03/25
AI drove tech, and tech drove the stock market in October.
10/29/25
The Federal Reserve lowered interest rates for the second meeting in row, but said additional cuts aren't a "foregone conclusion."
10/27/25
As AI helps speed development of new medicines and create efficiencies in hospital care, trillions of dollars in savings may be possible by 2050.
10/03/25
Supply constraints and affordability challenges are remaking the U.S. housing landscape. Where can investors look for growth?
10/01/25
Megacap tech was the standout in September’s breakout rally, which barely paused as a government shutdown approached.
10/01/25
The U.S. government has shut down amid partisan strife. Here are the answers to investors’ top three questions.
09/17/25
The Federal Reserve cut rates for the first time since December 2024.
09/02/25
Stocks rode earnings and rate-cut expectations to more records in August, but there was a change in market leadership.
08/22/25
Ways to help limit the effect of taxes on gains from your portfolio.
08/20/25
Though the outlook on oil may be uncertain amid recent price fluctuations, there are still compelling investments in energy.
08/18/25
After years of market dominance, US equities face rising challenges. Here’s how to prepare for a global market rebalancing.
08/15/25
The One Big Beautiful Bill Act delivers a lower corporate tax burden that could boost certain US equity sectors, but it also raises concerns over rising US deficits and higher rates.
08/01/25
Stocks kicked off the second half of the year on a strong note amid signs of progress on the trade front, but also as evidence of an economic slowdown continued.
07/30/25
The Federal Reserve left interest rates unchanged for the fifth time this year, although the decision wasn’t unanimous.
07/01/25
The stock market’s return to all-time highs has grabbed headlines, but continued bond market outperformance could be the story of the second half of the year.
06/25/25
Learn how to spot—and potentially avoid—common mistakes that some investors make in a market sell-off.
06/24/25
The rise of "embodied AI" – robots that move and interact with the physical world—heralds a new era of innovation. Morgan Stanley looks into how this tech explosion is transforming industries and creating new markets.
06/05/25
A stable global economy is likely to benefit equity and fixed-income markets, though increased uncertainty around U.S. tariffs and immigration policy could jeopardize markets’ recent gains.
06/05/25
Global growth is likely to slow in 2025 and 2026 as the shock of higher US tariffs crimps demand around the world.
06/02/25
The rise of "embodied AI" – robots that move and interact with the physical world—heralds a new era of innovation. Morgan Stanley looks into how this tech explosion is transforming industries and creating new markets.
06/02/25
What could drive stocks in the near future as they attempt to extend their rally into mid-year?
05/30/25
Discover how governmental deregulation efforts could spur economic and market gains in select industries.
05/07/25
The Fed’s pause continued despite continued White House pressure to cut rates.
04/22/25
Software and Internet companies are likely to see their revenue from generative AI rise more than 20-fold over the next three years, with a positive return on investment as soon as 2025.
04/16/25
The Trump administration’s pause on reciprocal tariffs brought relief to markets, but economic risks still loom large. What should investors do now?
04/09/25
Soaring tariffs have triggered market mayhem. How can you help minimize the bite to your portfolio?
09/11/26
Energy market volatility is again dominating the market discussion—and driving uncertainty in both the stock and bond markets.
09/10/26
Does a specialty retail stock’s big gain appear to be more attractive to momentum traders or contrarians?
09/08/26
US stock indexes are coming off another choppy week as markets look ahead to inflation data and a Fed decision.
09/03/26
The month’s historical stock-market weakness hasn’t always played out the way many people might expect.
08/31/26
Large caps and tech fared well last week, but small- and mid-caps gave up ground.
08/28/26
Are stocks facing a bigger challenge from lofty earnings expectations?
08/26/26
Volatility may be sending useful signals about a consolidating biotech stock.
08/24/26
US stocks enter the final week of August looking to bounce back from their first down week in a month.
08/21/26
But will the rally have legs, or suffer the same fate as the other relatively short-lived bounces this year?
08/20/26
A “memory stock” offers a lesson in how some options traders may try to get the most out of their strategies.
08/18/26
This financial stock’s business model may offer important insights into its price action.
08/17/26
The US market didn’t significantly extend its recent consolidation breakout, but it still held on to its gains.
08/14/26
The VIX got some attention recently by falling to a multi-month low, but is its current level cause for concern?
08/13/26
Find out why some traders may be more interested in what this AI stock does before earnings than after.
08/11/26
A large traders appeared open a position in this industrial stock a couple of weeks after earnings.
08/10/26
The market had many catalysts last week, but one was particularly responsible for pushing the S&P 500 out of its longstanding trading range.
08/06/26
Options activity suggests traders may not expect meaningful follow-through in this health care stock’s earnings sell-off.
08/04/26
It’s just one day, but the stock market’s strong start to August highlights a tendency tied to how it performed in July.
08/03/26
The stock market’s Thursday-Friday bounce turned a losing week into a winner.
07/28/26
Do traders think the recent move in this entertainment stock is a flash in the pan, or something that could spin off multiple sequels?
07/27/26
Renewed geopolitical volatility compounded market volatility last week.
07/22/26
Have the recent moves in memory stocks derailed their rallies, or just interrupted them?
07/21/26
As AI development and deployment continues to evolve, so could the companies poised to benefit.
07/20/26
The stock market struggled last week as the rotation out of semiconductor stocks intensified.
07/16/26
Some of this week’s most noticeable options trades occurred in a low-profile industrial stock that began trading less than seven months ago.
07/14/26
Are overly-hawkish expectations setting up a potential opportunity in Treasuries?
07/13/26
The market continued to focus on tech momentum last week, although geopolitics also made its presence felt.
07/10/26
After a rough first half of the year, find out what could lead to some of the Mag 7 stocks regaining some of their former magnificence.
07/09/26
Are traders expecting a repeat of a June pattern after the semiconductor sector’s recent pullback?
07/08/26
Options traders were busy in this basic materials company as its stock made a big move on acquisition news.
06/30/26
No month has been positive for stocks more often than July in recent years.
06/29/26
It was another choppy week for stocks as the chip sector drove gains on some days and losses on others.
06/26/26
One tech stock’s gain appeared to be another’s loss on Thursday.
06/24/26
Are legacy financial exchanges the latest industry facing “disruption” from emerging technologies?
06/23/26
What were traders doing with put options when this energy stock staged an upside breakout?
06/22/26
Stocks shook off a Fed stumble to post a solid weekly gain, as tech regained its footing.
06/17/26
A tech stock’s sharp pullback following an exceptionally large short-term rally appeared to fit a historical pattern.
06/15/26
A back-and-forth week for stocks ended on an up note as traders navigated a host of competing catalysts.
06/11/26
What were traders watching as this stock’s volatility hit 52-week highs at the same time the stock traded to record levels?
06/10/26
Find out what traders were doing as this energy stock fell to a 20-month low.
06/04/26
The futures market is signaling shifting expectations for oil prices later this year.
06/03/26
Is recent options trading activity reflecting a bigger story in a tech stock still in a multi-year correction?
05/28/26
AI semiconductor leader’s earnings pattern doesn’t mean its long-term story isn’t intact.
05/26/26
Stocks absorb punches from yields and oil, S&P 500 extends rally to eighth week.
05/22/26
The stock market’s behavior at the beginning of the “summer” trading season has shifted over time.
05/21/26
The yellow metal’s 2026 downturn has dropped prices to potentially important technical level.
05/20/26
Is the negative “buzz” surrounding this energy supplier a potential contrarian signal?
05/18/26
Stock momentum slows as tech softens, materials retreat, and oil futures end week above $105.
Get up to $1,000 $1,500 for a limited time1
Open and fund a new brokerage account with a qualifying deposit by 10/31/2026. Learn how
Terms apply. Use promo code: OFFER26