Welcome to the ‘Roaring ’20s’: Here’s how this earnings season will keep the bull market strong
Stay with the AI trade and overweight technology stocks, according to one earnings expert. Source：MarketWatch
Time to buy the dip in momentum stocks after a punishing July drawdown? Here’s what history tells us.
Investors who can stomach a little shortterm volatility are often rewarded. Source：MarketWatch
Robinhood-backed DEX Arcus expands with tokenized assets, perps
Arcus, built by the dYdX team, adds tokenized stocks and perpetual futures on Robinhood Chain as platforms compete to bring traditional assets onchain.…
The co-founder of Stocktwits dumped chip stocks before their 20% slide. Where he’s putting his money now.
Stocktwits’ Howard Lindzon talks to MarketWatch about sidestepping a chip selloff, where he sees opportunity and the “degenerate economy.” Source：MarketWatch
Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 could encourage a surge in enterprise workloads and provide a longterm tailwind to chip demand. Source：MarketWatch
Hut 8, IREN deals lift AI-focused Bitcoin mining stocks
Bitcoin miners rallied as investors cheered multibilliondollar AI infrastructure contracts, underscoring the sector’s accelerating shift toward data centers…
AMD’s stock climbs, and a new Microsoft deal is only part of the reason
Chip stocks were broadly recovering Monday, and AMD investors are gearing up for a big product event later in the week. Source：MarketWatch
South Korean stocks weren’t a big deal in your emerging-markets fund. Artificial intelligence changed that.
Is your emergingmarkets fund an accidental bet on AI? Returns for these two ETFs show why it might be. Source：MarketWatch
Hut 8 surges on $9.8 billion AI data-center lease, lifting compute sector
The longterm deal sparked a rebound in AI compute stocks after investors questioned demand for new data center capacity. Source：CoinDesk
Forget Nvidia. These 5 S&P 500 stocks are quietly going all in on AI.
The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere. Source：MarketWatch
Peter Brandt predicts the exact day Bitcoin’s bear market will be over
Renowned trading analyst Peter Brandt says investing in Bitcoin today, will pay off much better in two to three years than buying AI stocks at current prices.…
Is an opportunity to buy chip stocks nearing? These two big Wall Street banks are divided.
JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026. Source：MarketWatch