Software stocks break away from bitcoin: What the rare divergence means for crypto
IGV’s rebound is reshaping a relationship it held with bitcoin for years, but history suggests bitcoin could still catch up. Source：CoinDesk
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
2 charts showing just how insane the stock market’s August ‘crash-up’ has been so far
Many investors were caught flatfooted when stocks suddenly jerked higher late last month, as a dramatic July momentum unwind ended with a hint of optimism.…
Bitcoin price slip wipes weekend gains as oil surge hits 5% on Hormuz disappointment
Bitcoin wobbled with US stocks as Iran deflated hopes on the reopening of the Strait of Hormuz oil route, while analysis praised “exceptionally strong”…
17 S&P 500 companies with growing revenue and profit margins — and some of their stocks are cheap
These companies increased their quarterly sales per share by at least 40% while expanding their gross profit margins and their operating margins.…
The stocks of these ‘toll takers’ could be the AI boom’s next big winners
The next boom could be in stocks of companies collecting recurring revenue from AI workloads. Source：MarketWatch
The U.S. economy is shedding jobs. Why that’s good news for stocks.
A weaker labor market may mean the Federal Reserve can cut interest rates amid benign wage inflation, says 22V. Source：MarketWatch
Bitcoin tops $65,000 with US inflation data due this week
Every major except XRP is green on the week, with BTC, ether and BNB each up nearly 3% as global stocks trade near a record. Source：CoinDesk
The number of stocks beating the S&P 500 is the highest in 4 years. Why that number should rise.
For the first time in four years, the average stock is beating the stock market. Source：MarketWatch
SpaceX’s stock is having one of its best days ever — with the first lockup expiration now behind it
Sometimes stocks come under pressure once insiders are able to unload shares, but in the case of SpaceX. that risk may have been already priced in.…
Optical stocks have a China problem that most investors are missing
Beijing controls a chokepoint that Washington’s own crackdown can’t address. Source：MarketWatch
How S&P 500 options action may help explain volatility in memory stocks
Bullish derivative bets mesh with the buythedip mentality, says IBKR’s Sosnick Source：MarketWatch