Unitree’s IPO may be just the beginning of an investor frenzy over humanoid-robot stocks
The Chinese company will be the first to market in a wave of new humanoidrobotics IPOs. Source：MarketWatch
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them. Source：MarketWatch
When safe assets compete with risk. Lessons from the 1960s–90s for bitcoin and stocks.
Your dayahead look for Aug. 11 2026 Source：CoinDesk
Software stocks break away from bitcoin: What the rare divergence means for crypto
IGV’s rebound is reshaping a relationship it held with bitcoin for years, but history suggests bitcoin could still catch up. Source：CoinDesk
Bears are in pain as the S&P 500 hits record highs. That may mean more upside for stocks.
Positioning shows the shorts are yet to capitulate, suggests Citi Source：MarketWatch
2 charts showing just how insane the stock market’s August ‘crash-up’ has been so far
Many investors were caught flatfooted when stocks suddenly jerked higher late last month, as a dramatic July momentum unwind ended with a hint of optimism.…
17 S&P 500 companies with growing revenue and profit margins — and some of their stocks are cheap
These companies increased their quarterly sales per share by at least 40% while expanding their gross profit margins and their operating margins.…
The stocks of these ‘toll takers’ could be the AI boom’s next big winners
The next boom could be in stocks of companies collecting recurring revenue from AI workloads. Source：MarketWatch
The U.S. economy is shedding jobs. Why that’s good news for stocks.
A weaker labor market may mean the Federal Reserve can cut interest rates amid benign wage inflation, says 22V. Source：MarketWatch
The number of stocks beating the S&P 500 is the highest in 4 years. Why that number should rise.
For the first time in four years, the average stock is beating the stock market. Source：MarketWatch
SpaceX’s stock is having one of its best days ever — with the first lockup expiration now behind it
Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.…
Optical stocks have a China problem that most investors are missing
Beijing controls a chokepoint that Washington’s own crackdown can’t address. Source：MarketWatch