EPISODE · Jul 15, 2026 · 8 MIN
Earnings, Flows and an AI Rebound: Trading Surges and Capacity Constraints Set the Tone
from Alpha Casts - AI Market Intelligence
A wave of strong earnings and record asset flows — led by Morgan Stanley’s trading boom and BlackRock’s AUM surge — propelled risk assets even as spot cost pressures and legal headlines injected caution. Across banks, asset managers and AI-linked tech names, the market is wrestling with sustainability: are these one‑off beats or the start of a broader thematic rotation?
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Earnings, Flows and an AI Rebound: Trading Surges and Capacity Constraints Set the Tone
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