Chinese officials are expected to be in Washington this week to hold consultations with the U.S. ahead of high-level trade talks in October.World Economyread more
Saudi Arabia's defense spending is the world's third-largest — behind the U.S. and China, says Gary Grappo, former U.S. ambassador to Oman.Energyread more
President Donald Trump said Monday he's in no rush to respond to a coordinated attack that hit Saudi Arabia's oil industry over the weekend.Marketsread more
The price of oil could go sharply higher, depending on the duration of the disruption at Saudi oil facilities and whether there is a military response.Powering the Futureread more
Energy stocks, one of the worst-performing sectors this year, spiked Monday after an attack on Saudi Arabia's heart of oil production Saturday sent oil prices soaring.Marketsread more
The Saudi-led military coalition battling Yemen's Houthi movement said on Monday that the attack on Saudi oil plants was carried out by Iranian weapons and did not originate...Oilread more
After a series of setbacks on the road to an initial public offering, the parent company of real estate start-up WeWork is delaying the move, sources told CNBC Monday.Technologyread more
"The United States military, with our interagency team, is working with our partners to address this unprecedented attack and defend the international rules-based order that...Politicsread more
Crude oil's spike following attacks on Saudi Arabia's energy supply has experts weighing whether or not the gains will last.ETF Edgeread more
"In the old days, the averages would've plunged on this kind of oil shock. I know because I've lived through a bunch of them, starting in 1973," Jim Cramer says.Mad Money with Jim Cramerread more
Traders in the fed funds futures market on Monday were pricing in a 34% chance that the Fed will stay put on rates.The Fedread more
Morgan Stanley on Wednesday released a list of its favorite software stocks, citing three investment themes that could pay off in the months ahead.
"Our survey work suggests the strong demand environment is set to sustain into the back half of 2016 and even with the strong rebound, software valuations remain reasonable versus historical levels," wrote equity analyst Keith Weiss in a research note.
He points out that software stocks are up 13 percent year to date compared with a gain of 6 percent for the S&P 500, as consolidation in the industry through mergers and acquisitions lured investors into the sector.
"Continued strong secular tail winds, increased activism in the space and the return of software M&A all helped to support the bid for software," said Weiss, who believes the outlook for the industry remains attractive.
Here are the three investment buckets from Morgan Stanley, along with the specific plays from the firm: