As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back
A photonicsthemed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycle. 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
Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years
Well’s Fargo’s sentiment indicator reached 1.4 in August, its most since January 2018. Source：MarketWatch
These 11 midcaps are popular right now among investment newsletters but not because of their market valuations
Bigger than small caps. Smaller than large caps. Are they, as in the fairytale, “just right”? Source：MarketWatch
Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays
Panumre Liberum argue that copper offers gold’s inflation protection, plus an industrialbacked demand growth story, as well as a relative immunity to movements…
Here’s how much Roger Federer is losing as On Holding says it is being disciplined on price
Apparel maker On Holding saw its shares slump in premarket trade as the Zurichheadquartered, U.S.listed company guided to weakerthanexpected sales for the…
Aubrey Plaza finally finds a buyer for $4.9 million L.A. home and is expecting her first child in the fall
Actress Aubrey Plaza will hopefully have one less thing to worry about before the arrival of her first child—having finally secured a buyer for her Los Angeles…
Red Hot Chili Peppers bassist Flea relists Malibu sanctuary for $7.9 million
Musician and prolific property investor Flea has brought his “extraordinary” Malibu sanctuary back to the market for $7.99 million inside one of California’s…
Intel now says it is selling $20 billion of stock
Intel on Tuesday said it would increase the size of its offering of new shares by an additional $5 billion to $20 billion. Source：MarketWatch
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
The Bessent bond-market scorecard doesn’t look as strong as it once did
Since President Donald Trump’s inauguration U.S Treasury securities have underperformed all major government bond indices with the exception of Japan.…
‘The market is obviously on fire’: Is it a mistake to take $1,000 from my brokerage account to pay my car loan?
“I’m curious whether there’s a downside.” Source：MarketWatch