Time for a Micron mindset shift? Here’s how to navigate the new AI landscape.
An analyst says Micron investors have gotten used to rapid growth but now have to reorient themselves around the idea that AI is more like a marathon.…
Meta’s AI spending spree has investors taking a page from the financial-crisis playbook
The next hot AI play? It could be adding default protection. Source：MarketWatch
Musk says he’s exploring a SpaceX-Tesla megamerger. What would a combined company be worth?
SpaceX and Super Micro Computer help revive Wall Street’s flagging enthusiasm, with more key earnings on tap. Source：MarketWatch
Opposition to data centers will drive up inflation, says BlackRock’s Larry Fink
Fight the datacenters at your economic peril, says BlackRock’s CEO Larry Fink. Source：MarketWatch
AT&T shrugs off SpaceX fears with its own large haul of new internet subscribers
AT&T’s fiber business was the star of the show in Wednesday’s thirdquarter earnings report. Source：MarketWatch
Crypto rises with Asian tech stocks, zcash extends gain after setting upgrade date
Bitcoin rose to a oneweek high as Asian tech stocks rebounded and SpaceX and Tesla formed committees to explore a merger. Source：CoinDesk
Live updates: Bitcoin clings to $82,500 as SpaceX results lift stock futures
SpaceX’s blowout quarter revived the AI trade, but oil topped $110 again. XS.com warns that losing $82,500 opens a path toward $70,000. Source：CoinDesk
SpaceX and Tesla explore merger that would unite more than 30,000 bitcoin
Independent committees are assessing a potential tieup, while strong SpaceX earnings lift shares ahead of Tesla’s results. Source：CoinDesk
We have a $300,000 mortgage with a 2.75% interest rate. I want to pay it off. My husband says I’m crazy. Who’s right?
“I don’t want to enter retirement owing six figures when we have the cash to clear it.” Source：MarketWatch
George Foreman’s lavish Texas estate with 50-car garage is listed for $6 million
The sprawling Texas estate where boxing legend George Foreman spent the final decades of his life has hit the market for $6 million—offering a rare glimpse…
Monero futures are again heating with leverage, raising volatility risks
Open interest has topped $300 million and price is back above $600. A similar setup was seen before January's crash. Source：CoinDesk
AI stocks are probably in a bubble — but might be worth holding onto, says Citadel’s Ken Griffin
Investors are for sure facing “bubbles,” but Ken Griffin isn’t telling investors to dump those stocks/ Source：MarketWatch