Broadcom earnings need to answer these questions for the stock to rally again
Investors are wondering if Broadcom will update its AI revenue guidance, and how durable growth in its AI business will be going forward, J.P. Morgan says.…
This could be the 10-year Treasury’s tipping point into the danger zone
An unrelenting rout has global bond yields touching their highest levels since 2008, driving up borrowing costs for households, businesses and world…
Manufacturers are getting frustrated: ‘The economy is annoying’
ISM factory index ticks down in August as price pressure continues to build. Source：MarketWatch
Buy these stocks to ride the next big AI wave — connectivity, analyst says
Shares of Coherent and Lumentum are Deutsche Bank’s “highest conviction” picks among hardware companies in the era of AI. Source：MarketWatch
Why Microsoft’s stock could rally another 20% even after a summer winning streak
A BofA analyst says Microsoft’s fullstack strategy and custom chips are driving superior AI economics. Source：MarketWatch
There’s a disconnect between AI valuations and revenue-growth forecasts, observes this investor
Wellknown investor, academic and economist Paul Kedrosky is skeptical that this AI bubble differs markedly from that which met other new and revolutionary…
Get over your fear of haggling — and start saving real money
If you ask for a lower price on something, the worst they can do is say no. Source：MarketWatch
Lake America? Trump’s Lake Ontario name change creates map mayhem for Apple and Google.
Google Maps now shows different names depending on a user’s country, while a Trump administration official says Apple has been “directly” contacted by the…
Morgan Stanley sees a 43% surge for Robinhood — without help from crypto
Analysts at Morgan Stanley lifted their price target for the online trading platform provider from $124 to $150. Source：MarketWatch
New Apple CEO John Ternus’s first big challenge: Leading when his old boss is still in the building
Tim Cook may be stepping down as Apple’s CEO, but he’s sticking around in an expanded board role Source：MarketWatch
Suddenly Wall Street is getting a bit nervous. Here are two ways to prepare for potential turbulence.
Strategists at Citadel Securities and JPMorgan both said they have turned temporarily cautious, though neither is saying the bull market is over.…
Global oil prices extend move over $90 after report of two tankers struck in Hormuz
West Texas Intermediate’s contract for October delivery and Brent crude’s November contract rose to their highest levels in nearly two weeks. Source：MarketWatch