AI stocks haven’t played by the normal valuation rules. Now that rates are higher, they may have to, says UBS
Historically, the surges in investment and in the profitability it produced have proven unsustainable for U.S. tech companies, says Michel Lerner.…
Investor who called for AI pivot in 2023 says bitcoin is going to $57,000
Jason Calacanis wants investors to sell bitcoin and back artificial intelligence. He is also holding TAO, the cryptocurrency behind AI network Bittensor.…
My abusive ex-husband promised $20,000 for our kids’ education. Now he refuses to pay. Is he legally obligated?
“Before our divorce, my former motherinlaw entrusted him with $20,000 for each of our daughters to invest on their behalf.” Source：MarketWatch
An AI label alone no longer wins lenders, JPMorgan says
As default insurance on several AIlinked firms hits record costs, companies must show they can finance investment, service the debt and eventually mint cash,…
Sorry investors, but there’s no such thing as an early ‘Santa Claus rally.’ Here’s when the real gains typically happen.
Analysts like to overhype stockmarket rallies in the fall, but the numbers show Santa only arrives once a year Source：MarketWatch
This strategist says it’s a matter of when, not if, the AI bubble pops. Here’s how to prepare for that.
TS Lombard says the AI investment theme is a bubble destined to pop. What investors shouldn’t try to do is time when that will happen. Source：MarketWatch
The excitement around Moderna’s cancer vaccine is cooling. Here’s why.
Investors had “incredibly high” expectations around the Phase 3 data for the drugmaker’s experimental cancer treatment. Source：MarketWatch
Retail investors are getting cold feet about stocks, just when the market needs them most
Last week’s carnage for hedge funds highlighted the relative decline in trading activity among retail investors. Source：MarketWatch
A dot-com survivor warns retail investors against buying the tech dip: ‘You’re taking a knife to a gunfight.’
Technologyportfolio mangers are treading carefully with tech these days, retail investors should be just as cautious, says industry veteran Ted Mortonson.…
Aviva Investors launches tokenized share class of $29B Sterling fund on XRP Ledger
The move marks Aviva’s second fund to list tokenized shares, part of a broader collaboration to bring more tokenized funds to the XRP Ledger.…
These four shocks could hand investors an unexpected buying window, strategists say
Yardeni Research said a surprise interestrate decision by the Federal Reserve or increasing constraints in the artificialintelligence trade could provide…
The Kospi index is the leading indicator for the global AI trade — and Goldman just slashed its forecast by 25%
A reduction in the growth multiple that investors are prepared to pay for AI stocks and a rise in volatility has forced Goldman strategist Tim Moe to take an…