AI stocks are rebounding. One analyst says there’s no spending slowdown in sight.
Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.” Source：MarketWatch
What investors need to do — and mistakes not to make — in today’s uncertain world
Hedgefund founder Alec Litowitz says investor should make their identity about being adaptive, rather than trying to be right. Source：MarketWatch
Tech stocks haven’t been this cheap since the launch of ChatGPT. Should you buy in?
A potential AI slowdown has injected uncertainty into tech stocks, but some analysts believe the fears are overblown Source：MarketWatch
Gold is starting to move on something a lot bigger than inflation
Gold is weighing the Federal Reserve’s credibility against the traditional price driver of inflation and interest rates. Source：MarketWatch
Wall Street may have gotten the ‘slower AI’ story all wrong
A world where AI companies slow their development isn’t necessarily bad for chip makers or great for software vendors. Source：MarketWatch
Medicare is using AI to approve claims. The result has been ‘alarmingly high denial rates.’
A pilot program using artificial intelligence to approve care for Medicare beneficiaries has resulted in high levels of denials and delayed decisions and…
Standard Chartered says Arbitrum could outperform Bitcoin, Ether through 2030
Standard Chartered sees Robinhood Chain as an early sign that tokenization could transform Arbitrum’s economics and drive ARB sharply higher by 2030.…
Clarity Act's odds of passing plunge as Republicans reject Democrats' counter-proposal
Prediction markets sharply marked down the crypto market structure bill’s nearterm prospects as negotiations remained stuck hours before a key Senate vote.…
USDT payments feature in Polish energy giant’s failed $230M oil deal: FT
Tether’s USDT stablecoin was part of a failed oil trade that reportedly cost a Polish energy giant $230 million in late 2023. Source：Cointelegraph
Standard Chartered predicts Arbitrum's ARB to rise 70-fold to $10, citing Robinhood Chain revenue
The bank expects tokenization to make Arbitrum a favored network for traditional finance, even though ARB holders currently have no direct claim on the fees.…
Wells Fargo just cut its S&P 500 price target. Will others follow?
In what may be a first since the early days of the war between the U.S. and Iran, a Wall Street firm is lowering rather than raising its S&P 500 yearend…
An AI bubble is no longer Wall Street’s biggest fear. This market risk just took its place.
Global fund managers are more worried about a “disorderly rise” in bond yields than a bubble for AI, says Bank of America’s latest survey. Source：MarketWatch