Nvidia’s stock trades at a juicy discount, according to BofA
An analyst recommends investors take advantage of the “enhanced” buying opportunity brought upon by sustained underperformance. Source：MarketWatch
Higher gas prices aren’t the only way rising tensions with Iran will hit home
Wall Street expects President Trump’s call that the Iran ceasefire is over will hurt airlines and home builders more than it will help oil companies.…
More than two-thirds of tech stocks are at least 20% off recent highs. What’s happening to the AI trade?
Major semiconductor names have been falling hard as investors take profits following a blockbuster second quarter. Source：MarketWatch
Jeff Bezos’s space company may be seeking a valuation more than twice as big as Rocket Lab’s
Blue Origin is reportedly targeting a $130 billion privatemarket valuation, which would be just a fraction of SpaceX’s nearly $2 trillion market…
With Micron’s stock well off its peak, investors want proof that the AI boom can last
Investors in memory stocks are looking for signs that elevated pricing can be sustained for years without demand suffering. Source：MarketWatch
A ‘few’ Fed officials said there was a case for a rate hike in June, minutes from Warsh’s first meeting show
A “few” Federal Reserve officials said there was a case for raising interest rates in June, according to minutes released Wednesday from the central bank’s…
Oil surges as Strait of Hormuz is back into ‘full conflict conditions’
Even without further disruption, volatility is here to stay for energy markets Source：MarketWatch
The case for having Big Oil in your 401(k) or IRA
Energy exposure may help you sleep better at night. Source：MarketWatch
All entry-level jobs require 3-5 years of experience. How am I supposed to get that if no one will hire me?
How to get experience if no one is willing to be your first employer. Source：MarketWatch
Rocket Lab’s stock could surge 250% as the company takes a page out of SpaceX’s book, analyst says
Morgan Stanley says the bull case for the rocketlaunch stock is now much rosier as the company diversifies its business. Source：MarketWatch
Why the stock market’s biggest laggards might be your best defense against a summer selloff
Lowvolatility stocks are having a moment after a long stretch of underperformance. Source：MarketWatch
Insurance giant says it’s turning to AI to replace as many as 1,800 jobs
Allianz Partners will axe between 1,500 and 1,800 roles from its workforce of close to 23,000 Source：MarketWatch