How Amazon’s stock can fight off the AI threat and soar 46%
Some investors worry that AI agents pose a risk to Amazon, but a Rosenblatt analyst thinks the company “can navigate this period of transition largely…
U.S. inflation rises again and keeps the pressure on Fed
The main inflation gauge used by the Federal Reserve to set U.S. interest rates rose sharply in August, underscoring why the central bank raised interest rates…
Meta is pitching a bold new identity — and the payoff could be big
Enterprise tools present a compelling business opportunity as Facebook and Instagram parent Meta looks to diversify its revenue away from advertising.…
‘I’m afraid of human stupidity’: Why this top economist prefers U.S. tech and gold over bonds
A prominent economist doesn’t fear artificial intelligence, but fully embraces it in portfolios. He feels far differently about government debt.…
Citi tells investors it’s time to sell Moderna after 600%-plus stock gains
Revenue and profit forecasts fail to justify the hype baked into Moderna’s share price, according to Citi’s analysts. Source：MarketWatch
He’s been badmouthing Treasury bonds since 2020, but now ‘the big fat cushion’ of 5.25% yields is turning this strategist bullish
Investors have become accustomed to returns distorted by artificially low interest rates. 5% on bonds and 6% on stocks are more realistic and Bianco finds…
One group of funds is holding up the stock market. Barclays says oil prices have to fall to drive a year-end rally.
Strategists at the bank said a rally at the end of the year would likely depend on oil prices lowering or stabilizing even as the historically bestperforming…
There’s a new Wall Street TACO index — and this one is saying it’s time for Trump to strike a deal
JPMorgan has devised a TACO barometer, referring to the expression Trump Always Chickens Out ,as a way to predict the behavior of the mercurial world leader.…
I’m 71 and still working. I earn $108,000 a year. Am I doing the right thing?
“I have $152,000 in my IRA and Roth accounts.” Source：MarketWatch
Tuesday’s market moves was one of the more disturbing days of late, says Goldman Sachs pro
Beneath the languished moves in the main stockmarket indexes, there were some disturbing features. Source：MarketWatch
Hollywood’s big debt deal hits a wall of higher yields as Paramount finances Warner Bros. buyout
The Paramount financing will be a closely watched barometer of dealmaking appetite despite rising borrowing costs in 2026. Source：MarketWatch
Target’s price cuts are a sign of strength, some analysts say. Investors disagree.
A Jefferies analyst sees Target “prioritizing the health of the franchise over shortterm profit optimization.” Source：MarketWatch