Calpers pulls back from big tech as AI jitters deepen neocloud sell-off
California’s pension fund shifts toward private equity as investors question tech valuations and the payoff from soaring AI spending. Source：CoinDesk
Here’s the real signal to watch for the Fed’s next move
Investors should focus not on the rate itself, but on where financial conditions are Source：MarketWatch
AI fever ignites a boom in thematic ETFs as fund managers hunt for their next big hit
The runaway success of the artificialintelligence trade has left investors hungry for the next big market theme. Wall Street fund managers are happily obliging…
‘Non-answers’ aren’t working. This is what investors really need from the Fed.
What really matters to investors, economists say, is for Fed Chairman Kevin Warsh to prove he can successfully communicate the central bank’s strategy.…
Investors piled a record sum into a leveraged semiconductor ETF last week. Things didn’t work out.
Traders making bullish bets on chip stocks are getting walloped this month, as renewed fears emerged about investment returns on the buildout of artificial…
The U.S. economy is great by this measure, and the good times aren’t over. So why are Americans so sour?
A onceinageneration investment boom has created lots of winners — but many Americans are feeling left out. Source：MarketWatch
HSBC launches Hong Kong dollar stablecoin for retail payments
HSBC is rolling out RedCoin wallets to PayMe users, with plans to support tokenized investment subscriptions and expand into institutional uses.…
Switzerland approves first spot Bitcoin ETF for retail investors
BIT Asset Management’s Bitcoin Fund ETF is expected to begin trading on SIX Swiss Exchange in November, with its public offering restricted to Switzerland.…
The U.S. stock market is fracturing into two camps, and it’s leaving investors with a brutal case of whiplash
The artificialintelligence trade is on the ropes. CNN’s “Fear & Greed” index is screaming fear, and the yield on the 10year Treasury note just clinched its…
Treasury yields see extreme plunge. Why investors are ducking for cover.
‘It’s a takeback trade,’ says PGIM’s Tipp. ‘Not an allout fear of recession type of situation.’ Source：MarketWatch
A16z is the latest VC giant to widen bets beyond crypto and into AI and emerging tech
The venture investor behind early bets on Coinbase, Solana and Uniswap said is broadening its focus, joining other crypto investment firms looking beyond…
‘AI is on trial’: Bond yields sink below 5% as investors look for safety
Investors are flooding back into Treasurys for safety to hedge the risks of more AI fallout in stock and credit markets. Source：MarketWatch