Options traders expect wild stock-market swings beginning later this month. Here are 4 things to watch.
After an eventful summer, U.S. stocks appear to have hit a pocket of calm. Over the past few sessions, trading volume has dwindled, while major indexes have…
Bitcoin diverges from South Korean stocks as AI concerns deepen the Kospi selloff
South Korea’s chipmakers lead another sharp selloff as concerns over AI spending and Chinese competition grow, while bitcoin holds well above its summer lows.…
Was Broadcom CEO bullish or bearish on AI? ‘Gamblers’ comment creates storm
The comments made by Broadcom’s CEO at a conference in Singapore have been cited as a reason for microchip stocks’ slumps on both Monday and Tuesday.…
Bitcoin rebounds above $83,000 as it decouples from tumbling Korean stocks and Nasdaq futures
Bitcoin climbed back above $83,000 after an early dip, decoupling from a sharp slide in Korean chip stocks and weakness in Nasdaq futures ahead of Thursday’s…
The SpaceX threat could loom over AT&T’s stock for a prolonged stretch, analyst cautions
Bernstein analyst Laurent Yoon no longer recommends any of the major telecommunications stocks as he warns of more volatility ahead. Source：MarketWatch
Brazilian stocks are breaking out as investors look for opportunities beyond tech
Brazil’s presidential election is powering optimism in the country’s stock market — and capturing the attention of investors wary of having too much exposure…
Why Ciena, Lumentum and other optical stocks were among the market’s biggest losers on Monday
The sharp moves could partly be a reaction to recent cautious commentary on AI spending. Source：MarketWatch
These stocks could be the future winners — and losers — of a massive shift in IT spending
As more money flows toward AI software offerings, Salesforce could deepen its customer relationships while Adobe looks vulnerable, analysts say.…
Buy these stocks as plays on Google’s big spending, analyst says
Google Cloud is growing fast, but several chip makers and networking providers could be better ways to capitalize on that trend, according to Melius Research.…
The bond market is doing the Fed’s job, and that could be good news for stocks, says Morgan Stanley strategist
A stronger dollar, higher bond market yields and elevated gas prices are already tightening financial conditions in the U.S. to the point that Kevin Warsh may…
Here’s why Goldman Sachs just flipped bullish on stocks for the rest of the year
Goldman Sachs is leaning more heavily into stocks for the remainder of the year. That’s down to earnings and a market that has overall gotten cheaper.…
IMF finds demand for tokenized stocks, says the market is still volatile, illiquid
Investors are using blockchainbased shares for smaller and afterhours trades. The IMF says liquidity, legal rules and settlement systems have not caught up.…