JacobShapiraMS

Senior Vice President, International Client Advisor, Financial Advisor at Morgan Stanley
For more information visit my website. NMLS# 1261861

[JacobShapiraMS @JacobShapiraMS]

Today, we honor the contributions and achievements of laborers in the United States.

[JacobShapiraMS @JacobShapiraMS]

While rising AI capex has weighed on internet and hyperscaler stocks, return on investment looks promising. Find out more in On the Markets. https://t.co/PxCwY2Tl2g

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Small-cap stocks have outperformed the S&P 500 this year—a testament to the breadth in the equity market. But the question now is, will the small-cap rally continue? We are skeptical. https://t.co/85mQaYleba

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With yields on long-term Treasuries rising, the Treasury Department has decided to intervene. But markets do not appear stressed by rising yields, so a key question is, why now? https://t.co/RWxJ23XPiR

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Is the AI theme evolving for investors? Our chief strategist discusses why separating excitement from economics may matter for portfolios.
https://t.co/voEO3M2qCg

[JacobShapiraMS @JacobShapiraMS]

Second quarter earnings results have helped drive the US equity market to all-time highs recently. Will the forces behind those earnings continue? https://t.co/ja62MHxbB5

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Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here. https://t.co/JHtANF8FBj

[JacobShapiraMS @JacobShapiraMS]

AI's next bottleneck is electricity, making energy infrastructure speed a decisive driver of growth and returns. https://t.co/UJmsMmitG6

[JacobShapiraMS @JacobShapiraMS]

Hedged strategies may regain portfolio relevance as inflation and real yields weaken bonds' diversification role. https://t.co/K9T0IgE2mm

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With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets. https://t.co/gX686PR1dM

[JacobShapiraMS @JacobShapiraMS]

Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a healthy development. https://t.co/0uUYJ32Ntq

[JacobShapiraMS @JacobShapiraMS]

Divided government is the base case, and markets may benefit as post-election policy uncertainty fades. https://t.co/ziLLP0CsJ3

[JacobShapiraMS @JacobShapiraMS]

As AI adoption matures, value may shift from infrastructure winners to integration leaders with execution capacity. https://t.co/CLXiTSJUgH

[JacobShapiraMS @JacobShapiraMS]

Affordable housing's supply-demand imbalance is creating durable opportunities across public and private markets for impact-oriented capital. https://t.co/onegIzn1fG

[JacobShapiraMS @JacobShapiraMS]

When outstanding corporate earnings cannot drive the equity market higher, fundamentals may be changing. Is the bull market's narrative at an inflection point? https://t.co/e7OK0j4ykO

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Tokenization is modernizing market infrastructure, improving settlement, collateral efficiency, and access across traditional assets. https://t.co/kAeS35nqWP

[JacobShapiraMS @JacobShapiraMS]

Middle-class security now depends less on income and more on balance-sheet resilience amid rising essential costs. https://t.co/EX1wfK3cxX

[JacobShapiraMS @JacobShapiraMS]

Despite plenty of good news, the equity market has been trading in a tight range and has failed to push through its all-time high set in June. What does it mean when good news is not good enough? https://t.co/kRWK5Mz7BO

[JacobShapiraMS @JacobShapiraMS]

AI-powered manager selection can sharpen due diligence, helping investors identify potential outperformers and manage downside risk. https://t.co/OvAMwfjLb0

[JacobShapiraMS @JacobShapiraMS]

This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.