Microsoft’s stock is on track to post its biggest quarterly gain in 28 years
Amid a “flight to quality,” Microsoft’s stock has stood out as an AI winner, according to one analyst Source：MarketWatch
Nvidia’s historic buyback announcement underscores a sharp divide in Big Tech
Nvidia is expanding its buyback program to $235 billion while Alphabet and Meta halt repurchases and reallocate money to their AI initiatives.…
Traders expecting a back-to-back rate hike from the Fed in October may have gotten ahead of themselves
New York Fed’s John Williams says “there is no need for urgency” after the central bank’s September hike. Source：MarketWatch
OpenAI valuation could hit $1.4T in new funding round: Report
OpenAI is reportedly seeking another $30 billion from investors as the ChatGPT developer pushes its longawaited public market debut into 2027.…
Kakaopay partners with Dinari, Ondo to explore tokenized Korean stocks
Kakaopay Securities is working with Dinari and Ondo Finance to explore tokenizing Koreanlisted equities and expanding their availability to investors in…
The real prize in AMD’s $8 billion World Labs acquisition isn’t what you’d think
AMD is getting cuttingedge spatialintelligence models, but more importantly, a leader who can help recruit top talent and bring realworld AI applications into…
OpenAI launches a rival to Meta’s Muse, as the battle for AI agents kicks into high gear
Personal AI assistants are shaping up to be the new frontier for tech companies. Source：MarketWatch
Good news for OpenAI is great news for Oracle’s stock — here’s why
Wall Street is cheering AI stocks as OpenAI gets closer to a revenue milestone. Source：MarketWatch
Cboe, S&P Dow Jones may explore tokenized options contracts under extended licensing deal
The agreement opens the door to tokenized derivatives as some of Wall Street's biggest institutions, including Nasdaq, NYSE and DTCC, move traditional markets…
Could SpaceX be worth $12 trillion one day? Citi says Starship gets it a step closer.
The recent Starship launch helps SpaceX with a number of priorities that could help its stock reach $900 over the long run, an analyst says. Source：MarketWatch
Here’s what Netflix skeptics are getting wrong about the stock, according to an analyst
Netflix investors are too worried about the U.S. and are overlooking gains abroad, Deutsche Bank argues. Source：MarketWatch
The hidden messages the bond market is sending about the AI boom and the stock market
Author and FT correspondent Robin Wigglesworth tells MarketWatch about how bonds build the modern financial system, and what they are currently saying about…